Cal Estate Planning, PC

... Estate planning attorney 4.5 · 4 reviews San Francisco

Cal Estate Planning, PC – Estate Planning Attorney in SF: Address & Hours

Cal Estate Planning, PC is an estate planning attorney based in San Francisco, serving clients from an office on Ocean Avenue. The firm’s location at 2555 Ocean Ave, Suite #202, provides a straightforward point of contact for San Francisco residents seeking help with wills, trusts, and related planning matters. With a 4.5 rating from 4 reviews, the practice presents as a well-regarded local option for those looking to organize or update their estate documents during standard weekday business hours.

Address: 2555 Ocean Ave #202, San Francisco, CA 94132

Phone: (415) 584-4550

Website: https://www.calestateplanning.com/

Opening Hours

  • Monday–Friday: 9:00 AM – 5:00 PM
  • Saturday: Closed
  • Sunday: Closed

The firm maintains a consistent weekday schedule, which can be helpful for coordinating meetings, document signings, and follow-up consultations. With Saturday and Sunday listed as closed, clients should plan ahead for any time-sensitive matters and use the weekday window for phone calls or in-person appointments.

Overview and Focus

As an estate planning attorney, Cal Estate Planning, PC operates in a legal niche focused on structuring personal and family assets to reflect a client’s wishes and local law. While every engagement is different, practices in this category typically assist with drafting and updating wills, establishing and funding living trusts, designating powers of attorney, and preparing advance healthcare directives. They may also advise on beneficiary designations and strategies to streamline asset transfer, reduce administrative burdens for loved ones, and clarify guardianship preferences. For San Francisco residents, working with a local practitioner familiar with California statutes can help ensure documents align with state requirements and current best practices.

Clients who are new to estate planning often begin with an initial consultation to outline goals, family circumstances, and the asset picture. From there, the attorney typically recommends a plan tailored to those objectives. If you already have documents, a review can identify updates due to life changes such as marriage, divorce, home purchases, new business interests, or the arrival of children or grandchildren.

Location Notes

The office is situated on Ocean Avenue, a corridor that many San Francisco residents find convenient for daytime appointments. The suite designation (#202) indicates the exact office within the building, which helps when planning a visit. Because weekend hours are not available and the office closes at 5:00 PM on weekdays, clients with tight schedules may wish to call ahead to secure a time that fits their availability. If you have mobility considerations or specific needs for your visit, calling the office in advance is recommended to confirm on-site arrangements.

How to Prepare

  • Gather existing documents: wills, trusts, powers of attorney, and any prior amendments.
  • List key assets and accounts, along with how they are titled and current beneficiaries.
  • Think through decision-makers: who should serve as trustee, executor, or agent under a power of attorney.
  • Note any special instructions, such as charitable gifts or education provisions.
  • Bring identification and, if applicable, business entity documents or property deeds.

Having this information ready can make the most of a 9:00 AM–5:00 PM weekday appointment and reduce the number of follow-up steps required to finalize documents.

Reviews and Reputation

Cal Estate Planning, PC holds a 4.5-star rating from 4 reviews. With a small sample size, recurring themes cannot be reliably identified, and the available feedback should be viewed as indicative rather than comprehensive. Prospective clients may wish to contact the office directly with questions about experience, process, or fees and consider scheduling an initial call to determine fit.

Contact and Next Steps

To inquire about services, availability, or document updates, call (415) 584-4550 during business hours or visit the firm’s website to learn more and explore options for getting started. For time-sensitive matters, it is advisable to call early in the day given the 9:00 AM–5:00 PM schedule.

Cal Estate Planning, PC provides a centralized point in San Francisco for estate planning needs, with clear contact information and weekday hours that support consultations, document execution, and periodic plan reviews. Clients seeking to create a new plan or update an existing one can begin with a brief call or website inquiry to outline objectives and schedule a meeting at the Ocean Avenue office.