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Estate Planning Services in San Francisco

Comprehensive estate planning to protect your legacy in San Francisco

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San Francisco

Personalized Estate Planning Solutions in San Francisco

At LSK Legal, we provide estate planning services tailored to individuals, families, and business owners in San Francisco. Our goal is to ensure your assets are protected, efficiently transferred, and preserved for future generations. Whether you need a will, trust, business succession plan, or special needs trust, we customize your estate plan to reflect your unique circumstances.

Wills & Revocable Living Trusts

Avoid probate and ensure your assets are distributed according to your wishes. A revocable living trust allows assets to be transferred privately and efficiently to your beneficiaries.

Complex Estates

Implement advanced estate tax reduction strategies to help preserve more of your assets, including irrevocable trusts, gifting strategies, family limited partnerships, and charitable trusts.

Business Succession Planning

Plan for the seamless transition of your business to the next generation or new ownership. We help ensure that your hard work and investments are protected for future generations.

Powers of Attorney & Healthcare Directives

Appoint trusted individuals to make financial and medical decisions on your behalf if you become unable to do so. These essential documents ensure your wishes are respected.

Special Needs Trusts

Protect loved ones with disabilities while maintaining their eligibility for government benefits. Special needs trusts provide for supplemental care without jeopardizing crucial benefits.

San Francisco

San Francisco Estate Planning & Business Law

Our San Francisco legal team serves clients throughout the Bay Area with sophisticated estate planning and business law services designed for the unique needs of Northern California residents and business owners.

Tech Industry Focus

We specialize in estate and business planning for tech professionals, including equity compensation, startup exits, and digital asset management.

Wealth Transfer Expertise

We provide strategic estate planning solutions to help clients protect their assets and implement sophisticated wealth transfer techniques tailored to San Francisco's unique market conditions.

About LSK Legal in San Francisco

Our San Francisco legal team combines extensive experience with personalized service to address the unique needs of local residents and businesses. We understand the specific challenges and opportunities in San Francisco, allowing us to provide tailored legal solutions that truly protect what matters most to you. With a focus on building lasting relationships, we take the time to understand your goals and concerns, ensuring that our legal strategies align perfectly with your vision for the future.

Learn more about our team
San Francisco

Our San Francisco Legal Team

Lela Kelly

Lela Kelly

With 16 years of corporate legal expertise, Lela specializes in estate planning, special needs planning, and business law. Her unique background includes financial advisory experience, allowing her to provide comprehensive legal solutions that protect assets, businesses, and loved ones. As outside general counsel for businesses, she offers strategic guidance on corporate governance, compliance, and risk management.

Aleks Kelly

Aleks Kelly

Aleks combines his background in finance and economics with extensive experience in client relations to provide exceptional, personalized service. His expertise in working with high-net-worth individuals and strong foundation in finance helps clients navigate complex legal and financial decisions with confidence.

Areas We Serve in San Francisco

Financial District
SoMa
Mission District
Pacific Heights
Marina
Richmond District
Sunset District

Common Legal Questions

Expert answers to help you avoid costly legal mistakes.

San Francisco tech professionals should implement comprehensive estate plans addressing equity compensation, stock options, RSUs, digital assets, and intellectual property, with specialized attention to liquidity events, tax implications, and wealth preservation strategies.
San Francisco startups benefit from strategic entity selection and structuring that addresses investor relations, equity distribution, intellectual property protection, and scalable governance provisions tailored to rapid growth and potential acquisition scenarios.
We help San Francisco property owners implement sophisticated strategies addressing the unique aspects of high-value urban properties, including specialized trust structures, property tax planning, rent control considerations, and multi-generational wealth transfer techniques.
Probate can drain up to 7% of your estate in court fees, legal expenses, and administrative costs. For a $1 million estate, that's $70,000 lost to the court system. A properly structured estate plan with a revocable living trust can help your family avoid these expenses entirely, ensuring your assets transfer directly to your beneficiaries without court involvement.
We stay current with all relevant estate planning laws and regulations to ensure your plan meets legal requirements. Our comprehensive approach includes regular reviews and updates to prevent non-compliance issues that could trigger regulatory audits or legal challenges. We also develop legal entity structures that mitigate personal liability while ensuring compliance with all relevant regulations.
A will is a legal document that directs how your assets should be distributed after your death and goes through probate court, which can be expensive and time-consuming. A trust, particularly a revocable living trust, allows assets to be transferred privately without court involvement, providing greater control, privacy, and typically faster distribution to beneficiaries while saving your family from probate costs.
While we do not provide tax advice (please consult with your tax professional), we can help develop legal entity structures that may have potential tax advantages. Our estate planning strategies focus on creating efficient legal frameworks that work alongside your tax planning to maximize the value of your estate for your beneficiaries.

Local Resources in San Francisco

Helpful resources for San Francisco residents seeking legal and community support.

San Francisco Chamber of Commerce

Resources for local businesses and networking

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SF.gov Business Portal

Official city resources for San Francisco businesses

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San Francisco Estate Planning Council

Professional organization for estate planning in San Francisco

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