Greene & Allison

Planning for the future, protecting your assets, and ensuring the well-being of your loved ones are among the most significant steps any individual or family in California can take. Navigating the often complex legal landscape of estate planning and elder law requires not only deep legal expertise but also a compassionate and clear approach. For residents across California, particularly in the bustling San Francisco Bay Area, finding a law firm that combines professionalism with a personal touch is invaluable. This is where Greene & Allison shines. With a dedicated focus on estate planning, trust administration, probate, and elder law, this San Francisco-based firm is committed to helping clients secure their legacies and gain peace of mind.

Greene & Allison understands that each family's situation is unique, with diverse dynamics, assets, and future aspirations. They pride themselves on providing tailored solutions that address specific needs, from establishing comprehensive wills and trusts to navigating the intricacies of Medi-Cal planning and asset protection. The firm aims to simplify complex legal concepts, making it easy for clients to understand their options and make informed decisions about their future. Testimonials from real clients, like one who "shifted through numerous estate attorneys websites, youtube, California bar website, and SF bar association" before settling on Greene & Allison, speak volumes about their reputation for responsiveness, clarity, and exceptional service. Susie Allison, one of the attorneys at the firm, is particularly highlighted for her helpfulness and consistent updates throughout the process, reassuring clients that they are in capable hands.

The firm's dedication extends beyond simply drafting documents; it encompasses building lasting relationships with clients and providing ongoing guidance. They offer resources like complimentary worksheets, webinars, and special reports to further educate the community on crucial aspects of estate planning. For Californians looking for a trusted legal partner to safeguard their future, preserve their wealth, and ensure their wishes are honored, Greene & Allison offers a blend of expertise, personalized service, and genuine care that sets them apart in the Bay Area legal landscape. Their commitment to making a tangible difference in their clients' lives is evident in every aspect of their practice.

Greene & Allison is strategically located in one of San Francisco's most iconic and accessible areas, making it convenient for clients throughout the Bay Area and across California. Their office is situated at One Sansome Street, Sansome St Suite 3500, San Francisco, CA 94104, USA. This prestigious address places the firm in the heart of the Financial District, a hub of professional activity with excellent transportation links.

The One Sansome Street location offers seamless connectivity via public transportation. Major BART and Muni stations are just a short walk away, including the Montgomery Street BART station, providing easy access for those commuting from various parts of San Francisco, the East Bay, North Bay, and South Bay. For clients traveling by car, numerous public parking garages are available in the immediate vicinity of the Financial District, ensuring convenient options for in-person consultations. The central positioning of the office also means it is close to relevant court facilities and other essential professional services, which can be advantageous during estate administration and probate proceedings. This prime and accessible location underscores Greene & Allison's commitment to serving the California community with efficiency and ease.

Greene & Allison specializes in comprehensive estate planning, trust administration, probate, and elder law services, designed to meet the diverse and evolving needs of individuals and families across California. Their focus is on protecting assets, planning for future care, and ensuring legacies are preserved according to clients' wishes. Their key service offerings include:

• Wills and Trusts: Crafting personalized estate plans that include wills and various types of trusts (e.g., revocable living trusts, irrevocable trusts) to manage assets, minimize taxes, avoid probate, and ensure efficient distribution to beneficiaries. They help clients understand the differences between these tools and choose the right ones for their unique situation.
• Trust Administration: Guiding trustees through the complex process of managing and distributing trust assets after a loved one's passing, ensuring compliance with legal requirements and the terms of the trust, and fulfilling fiduciary duties.
• Probate Administration: Assisting executors, heirs, and beneficiaries through the California probate process, which involves validating wills, settling debts, and distributing assets under court supervision. They aim to make this often-challenging period as smooth and efficient as possible.
• Elder Law and Medi-Cal Planning: Providing legal strategies to help clients qualify for government medical benefits (like Medi-Cal) while preserving their estates from being depleted by high nursing home or long-term care expenses. This ensures that assets are protected for families.
• Asset Protection: Developing strategies to safeguard clients' wealth from potential lawsuits, creditors, and other unforeseen risks, providing financial security and peace of mind.
• Power of Attorney: Drafting durable powers of attorney for financial and healthcare decisions, allowing trusted individuals to manage affairs if the client becomes incapacitated.
• Guardianship and Conservatorship Support: While their primary focus is preventative, they can provide guidance on legal arrangements for managing the affairs of minors or adults who are unable to do so themselves.
• Webinars and Special Reports: Offering educational resources to help clients understand legal strategies, make informed decisions, and stay updated on changes in estate planning and elder law.

Greene & Allison distinguishes itself through several key features and highlights that emphasize their expertise, client commitment, and community focus:

• Specialized Expertise: The firm's exclusive focus on estate planning, trust administration, probate, and elder law means they possess deep, nuanced knowledge in these crucial and often complex areas, providing highly specialized legal advice.
• Personalized and Responsive Service: Clients consistently praise the firm, and specifically attorneys like Susie Allison, for being "always very responsive to questions" and providing frequent updates, ensuring clients feel supported and informed throughout their legal journey.
• Client-Centered Approach: Greene & Allison is dedicated to understanding each client's unique family dynamics and financial situation to craft personalized plans that truly protect their loved ones and assets. As one client noted, they "made it easy for me and my spouse to understand our options and set up a plan that protects us, our family, and our assets."
• Educational Resources: The firm provides valuable complimentary resources such as worksheets, webinars, and special reports, empowering clients to learn about estate planning and make informed decisions.
• Strategic Location: Situated at One Sansome Street in San Francisco's Financial District, the office offers a prestigious and highly accessible location for clients throughout the Bay Area.
• Experienced Attorneys: The team is comprised of experienced legal professionals who combine legal knowledge with a compassionate understanding of the sensitive nature of estate and elder law matters.
• Positive Client Testimonials: Reviews highlight a high degree of satisfaction, with clients expressing extreme gratitude for finding the firm among the "vast numbers of attorneys in the Bay Area," emphasizing the quality and trustworthiness of their service.

In the realm of highly specialized legal services like estate planning and elder law, traditional "promotions" or "special offers" in the retail sense are not typically advertised. However, Greene & Allison demonstrates its commitment to client accessibility and education through specific valuable offerings.

The firm offers a complimentary worksheet to help prospective clients begin the process of understanding their estate planning needs. This valuable tool can be a great first step towards organizing thoughts and identifying key areas to discuss. Furthermore, Greene & Allison provides a free consultation. This initial discussion allows individuals and families in California to connect with the firm, discuss their specific situation, assess their legal needs related to estate planning or elder law, and explore potential strategies without any upfront financial commitment. They also provide access to informative webinars and special reports designed to educate the public on various aspects of estate planning, enabling them to make informed choices for their future. For detailed information on these offerings and to schedule your free consultation, it is highly recommended to contact Greene & Allison directly.

For individuals and families in California seeking expert guidance in estate planning, trust administration, probate, and elder law, Greene & Allison is readily available.

Address: One Sansome Street, Sansome St Suite 3500, San Francisco, CA 94104, USA

Phone: (415) 981-4100

Mobile Phone: +1 415-981-4100

Connecting with Greene & Allison by phone is the most direct way to discuss your specific legal concerns, inquire about their specialized services, and schedule your complimentary consultation. Their team is prepared to provide the clarity and support you need to plan for a secure future.

For residents across California, particularly those in the San Francisco Bay Area, Greene & Allison stands as an exceptionally suitable and highly recommended legal resource for all estate planning and elder law needs. Their specialized focus in these critical areas means they possess the deep, nuanced expertise required to navigate California's specific laws concerning wills, trusts, probate, and essential long-term care planning like Medi-Cal. This dedicated focus ensures that clients receive tailored, effective, and legally sound advice that directly addresses their unique family and financial situations.

The firm’s prestigious location at One Sansome Street in San Francisco's Financial District offers convenient accessibility, making it straightforward for local clients to engage with their legal team. More importantly, the highly praised responsiveness and communicative approach of attorneys like Susie Allison, as highlighted by client testimonials, foster a sense of trust and reassurance during what can often be sensitive and complex processes. The provision of free consultations and valuable educational resources further underscores their commitment to client empowerment and accessibility. For any Californian seeking a trusted, knowledgeable, and genuinely caring legal partner to secure their legacy, protect their assets, and ensure peace of mind for their loved ones, Greene & Allison is an exemplary choice in the San Francisco legal landscape.