Estate Planning Law Firm Serving Fresno and the Greater Central Valley of California
Welcome! Thank you for taking the time to visit our site. At The Estate Planning Law Office of Jonathon L. Petty, Inc., our practice is devoted to serving clients throughout the Central Valley and California in Estate Planning, Wills, Trusts, Powers of Attorney, Advanced Estate Planning, Business Planning, Asset Protection, Planning for Minor Children, Trust Administration and Probate. We also regularly represent new business owners with the formation of their new business and reconstructing of Corporations, Limited Liability Companies and other business entities.
Clients need Estate Planning services in order to put their affairs in order. However, not all Estate Planning practices are the same. Some firms use “cookie cutter” forms that do not address your unique values. Our practice focuses on delivering highly customized estate plans. Through counseling, we save taxes, reduce costs, protect families, properly title assets and provide highly personalized services. Our client’s expectations are regularly exceeded. Whether you desire simple, basic documents, or detailed, personalized, highly creative and unique plans, we are here to meet those needs.
The foundation of our practice is delivering outstanding service that our clients expect and deserve. After all, you have worked hard to build your legacy; it is our duty to help ensure you protect it. Our techniques include everything from living trusts to sophisticated tax, asset protection and business succession strategies. We are a results-oriented firm, committed to being recognized as leaders by our clients, other legal professionals, financial advisors and the community in which we live and work. Perhaps most importantly, we care deeply about our clients and the results we deliver: these are not mere legal forms; we believe we are documenting individuals’ aspirations, concerns, and personal stories.
We invite you to contact us today to begin protecting and promoting your family’s values, wealth and heritage for generations.
Estate Planning
Provide for the well being of those you love, and for anyone who seeks to make a difference in the lives of others after they're gone.
Probate Services
The probate process begins with an event that triggers a provision in your estate plan, such as incapacity or death. We can help you.
Trust Administration
A living trust can avoid probate, control all of your assets and prevent the court from controlling your assets if you become incapacitated.
Asset Protection
Trusts for the lifetime of the beneficiaries provide prolonged asset protection for the trust assets. We can help with that process.
Tax Planning
Tax planning is the art of arranging your affairs in ways that postpone or avoid taxes. This can also include Financial Planning.
