De Fonte Law PC

De Fonte Law PC is an Estate Planning Attorney in San Francisco, CA, located at 4104 24th St # 212. The firm helps clients throughout California create estate plans that prioritize family harmony, trust, and the empowerment of heirs. Services include flat-rate estate planning, successor trustee guidance with organized instruction binders, and comprehensive document drafting using WealthCounsel software. They serve clients in San Francisco and virtually throughout California, offering both in-person and remote online notarization. They hold a rating of 5.00 based on customer reviews.

The practice emphasizes that estate planning is intimate and goes beyond the four corners of legal documents. Attorneys discuss hopes, fears, and goals to create plans that reflect personal values. The firm provides a complimentary twenty-minute consultation to review intake forms, assets, and insurance before drafting. They insist on meetings to review documents, ensuring clients understand each part of their plan. The team includes Founder Patricia De Fonte, Attorneys Nadya Spivack and Wendy Acton, Director of Operations Eleanor Lynch, and Client Liaison Rebecca Dixon. They also support military families by hiring administrative staff through Freedom Makers.

De Fonte Law PC maintains lifelong client relationships through newsletters, email check-ins, and periodic meetings to keep plans current. They use Clio’s secure portal for privacy and engage IT professionals to ensure system safety. The firm offers monthly educational workshops and sends follow-up emails on topics like digital assets. They coordinate with financial advisors, tax preparers, and insurance brokers to help fund trusts. The firm operates on a philosophy of continuous improvement and compassion, aiming to protect heirs from creditors and predators.

The business is known for its positive rating from customers who have reviewed it. Clients describe the firm as knowledgeable and thorough in creating personalized estate plans.

De Fonte Law PC combines legal expertise with a personal approach to safeguarding family legacies in San Francisco.

The firm is situated on 24th Street in San Francisco, just a short distance from The UPS Store and Noe Valley Station. It is also near Blue Ova Health and the Noe Valley / Sally Brunn Branch Library, which are about a tenth of a mile away.

BizScoreAI gives the business an Authority score of 100 out of 100, which shows who is behind the business to help search engines recommend it. The Technical score is 92 out of 100, meaning the website is secure and readable for search engines without errors. The business ranks number 3 of 5 Estate Planning Attorney businesses that BizScoreAI has scored in San Francisco.