Peter A. Wallis Attorney and Counselor at Law
Free initial attorney consultations regarding trusts, wills, and estate planning. Smart preparation to protect family wealth from decline, disability, and death. Avoid the stress and unnecessary waste of money from probate, legal fees, and taxes.
This lawyer is licensed to practice in California and has no record of discipline from the California bar association. *
Peter A. Wallis Attorney and Counselor at Law
Free initial attorney consultations regarding trusts, wills, and estate planning. Smart preparation to protect family wealth from decline, disability, and death. Avoid the stress and unnecessary waste of money from probate, legal fees, and taxes.
This lawyer is licensed to practice in California and has no record of discipline from the California bar association. *
The focus of estate planning is to anticipate problems that may come from your future decline, disability, or death and have good solutions for those problems. The most important part of estate planning is taking time for understanding your full situation and wishes. We need to assess what are the most important assets you need to protect. We need to find out who you want your assets to go to and what are the best ways of transferring that wealth. We need to find out what the greatest risks to those assets might be. We need to figure out a plan for minimizing those risks. We want to figure out the best ways to minimize probate, income taxes, property taxes, and estate taxes. We need to figure out the best ways to transition the management of your estate to competent people who can be trusted.
Fairfield Office
1652 W. Texas St.
Suite 248
Fairfield, CA 94533
(707) 410-5004
Free Initial Consultation
Estate planning counseling and Instruction, trust explanations, revocable living trusts, special needs trusts, non-revocable trusts, asset lists, trustee's certification of trust, wills, pour-over wills, directives to physicians, HIPPA statements, Health Care Power of Attorney, Springing Power of Attorney, Nomination of Conservator, Community Property Agreement, Present and future asset instructions, trust transfer deeds, general warranty deed, quitclaim deed, transfer of title letter, etc.
240
9-6 Monday through Friday
Peter Wallis
Yes
English
-
Petaluma Law Office
755 Baywood Drive
2nd Floor
Petaluma, CA 94954 -
Concord Law Office
1320 Willow Pass Road
Suite 600
Concord, CA 94520
Peter A. Wallis is an attorney and counselor at law who focuses on estate planning issues. This generally involves different types of trusts and wills along with other documents to preserve wealth through death and disability.
Peter A. Wallis, attorney and counselor at law serves all of California. He offers a free initial consultation in office, by video, phone, or in-home consultation. The main focus of the practice is estate planning but also does mediation. This is a purpose driven practice to help people preserve their wealth over generations.
I want to help you do estate planning because it seems to be one of the most just and cost-effective ways I can do good and help people as an attorney and counselor at law.
For much less than one percent of your net worth, I can help you to preserve, grow and efficiently utilize the other 99% of your wealth for your entire life, then the lives of your loved ones, and then the lives of others for generations to come.
I can help you protect your wealth if your loved ones become disabled or die. I can help by reviewing your situation and discussing the several different types of trusts and trust provisions we can use. I can help you in selecting the best trustees and advisors. I can help you to avoid the costs, complications, delays, and frustrations of probate courts. I can help you find estate planning strategies to minimize taxes.
Whether your estate is worth $1,000 or $10,000,000, you have value and you should have a well thought-out estate plan. You owe it to yourself, your loved ones, and generations to come. I look forward to helping you do just that.
As a young man, Peter A. Wallis grew up in California and served in the U.S. Army Infantry and was trained as a paratrooper. Before law school, Peter was an entrepreneur and owned several small apartment buildings, owned his own businesses, and practiced real estate.
Peter saw many problems with the legal and political system so he went to law school to be part of the solution. Peter received a Juris Doctor from Northwestern California University School of Law in 2015 and passed the California bar exam on his first attempt.
Peter has always been idealistic. He has been an advocate for family rights and a board member for a homeless youth non-profit organization. He wants to form non-profit organizations to promote legal reform, housing reform, and reduce political polarization.
Peter has two charming daughters, two grand-children, and has been with his wonderful wife, Denise, for 10 years.
Peter practices Estate Planning law and does wills and trusts in California.
Northwestern California University School of Law
JD, 2015
As a young man, Peter A. Wallis grew up in California and served in the U.S. Army Infantry and was trained as a paratrooper. Before law school, Peter was an entrepreneur and owned several small apartment buildings, owned his own businesses, and practiced real estate.
Peter saw many problems with the legal and political system so he went to law school to be part of the solution. Peter received a Juris Doctor from Northwestern California University School of Law in 2015 and passed the California bar exam on his first attempt.
Peter has always been idealistic. He has been an advocate for family rights and a board member for a homeless youth non-profit organization. He wants to form non-profit organizations to promote legal reform, housing reform, and reduce political polarization.
Peter has two charming daughters, two grand-children, and has been with his wonderful wife, Denise, for 10 years.
Peter practices Estate Planning law and does wills and trusts in California.
Northwestern California University School of Law JD, 2015
The focus of estate planning is to anticipate problems that may come from your future decline, disability, or death and have good solutions for those problems. The most important part of estate planning is taking time for understanding your full situation and wishes. We need to assess what are the most important assets you need to protect. We need to find out who you want your assets to go to and what are the best ways of transferring that wealth. We need to find out what the greatest risks to those assets might be. We need to figure out a plan for minimizing those risks. We want to figure out the best ways to minimize probate, income taxes, property taxes, and estate taxes. We need to figure out the best ways to transition the management of your estate to competent people who can be trusted.
Fairfield Office
1652 W. Texas St.
Suite 248
Fairfield, CA 94533
(707) 410-5004
Free Initial Consultation
Estate planning counseling and Instruction, trust explanations, revocable living trusts, special needs trusts, non-revocable trusts, asset lists, trustee's certification of trust, wills, pour-over wills, directives to physicians, HIPPA statements, Health Care Power of Attorney, Springing Power of Attorney, Nomination of Conservator, Community Property Agreement, Present and future asset instructions, trust transfer deeds, general warranty deed, quitclaim deed, transfer of title letter, etc.
240
9-6 Monday through Friday
Peter Wallis
Yes
English
-
Petaluma Law Office
755 Baywood Drive
2nd Floor
Petaluma, CA 94954 -
Concord Law Office
1320 Willow Pass Road
Suite 600
Concord, CA 94520
Peter A. Wallis is an attorney and counselor at law who focuses on estate planning issues. This generally involves different types of trusts and wills along with other documents to preserve wealth through death and disability.
Peter A. Wallis, attorney and counselor at law serves all of California. He offers a free initial consultation in office, by video, phone, or in-home consultation. The main focus of the practice is estate planning but also does mediation. This is a purpose driven practice to help people preserve their wealth over generations.
I want to help you do estate planning because it seems to be one of the most just and cost-effective ways I can do good and help people as an attorney and counselor at law.
For much less than one percent of your net worth, I can help you to preserve, grow and efficiently utilize the other 99% of your wealth for your entire life, then the lives of your loved ones, and then the lives of others for generations to come.
I can help you protect your wealth if your loved ones become disabled or die. I can help by reviewing your situation and discussing the several different types of trusts and trust provisions we can use. I can help you in selecting the best trustees and advisors. I can help you to avoid the costs, complications, delays, and frustrations of probate courts. I can help you find estate planning strategies to minimize taxes.
Whether your estate is worth $1,000 or $10,000,000, you have value and you should have a well thought-out estate plan. You owe it to yourself, your loved ones, and generations to come. I look forward to helping you do just that.
As a young man, Peter A. Wallis grew up in California and served in the U.S. Army Infantry and was trained as a paratrooper. Before law school, Peter was an entrepreneur and owned several small apartment buildings, owned his own businesses, and practiced real estate.
Peter saw many problems with the legal and political system so he went to law school to be part of the solution. Peter received a Juris Doctor from Northwestern California University School of Law in 2015 and passed the California bar exam on his first attempt.
Peter has always been idealistic. He has been an advocate for family rights and a board member for a homeless youth non-profit organization. He wants to form non-profit organizations to promote legal reform, housing reform, and reduce political polarization.
Peter has two charming daughters, two grand-children, and has been with his wonderful wife, Denise, for 10 years.
Peter practices Estate Planning law and does wills and trusts in California.
Northwestern California University School of Law
JD, 2015
As a young man, Peter A. Wallis grew up in California and served in the U.S. Army Infantry and was trained as a paratrooper. Before law school, Peter was an entrepreneur and owned several small apartment buildings, owned his own businesses, and practiced real estate.
Peter saw many problems with the legal and political system so he went to law school to be part of the solution. Peter received a Juris Doctor from Northwestern California University School of Law in 2015 and passed the California bar exam on his first attempt.
Peter has always been idealistic. He has been an advocate for family rights and a board member for a homeless youth non-profit organization. He wants to form non-profit organizations to promote legal reform, housing reform, and reduce political polarization.
Peter has two charming daughters, two grand-children, and has been with his wonderful wife, Denise, for 10 years.
Peter practices Estate Planning law and does wills and trusts in California.
Northwestern California University School of Law JD, 2015
This lawyer is licensed to practice in California and has no record of discipline from the California bar association. *
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.
Contact Us
This lawyer is licensed to practice in California and has no record of discipline from the California bar association. *
* Nolo has confirmed that every member attorney has a valid license and is in good standing with the state agency that licenses lawyers. Any past disbarments and suspensions (with possible exceptions for minor violations or nonpayment of dues, in our discretion) will be indicated accordingly in the badge. Member attorneys are required to notify Nolo immediately if they become the subject of any disciplinary action by any state licensing agency.
Copyright ©2024 MH Sub I, LLC dba Nolo ® Self-help services may not be permitted in all states. The information provided on this site is not legal advice, does not constitute a lawyer referral service, and no attorney-client or confidential relationship is or will be formed by use of the site. The attorney listings on this site are paid attorney advertising. In some states, the information on this website may be considered a lawyer referral service. Please reference the Terms of Use and the Supplemental Terms for specific information related to your state. Your use of this website constitutes acceptance of the Terms of Use, Supplemental Terms, Privacy Policy, Cookie Policy, and Consumer Health Data Notice.
Your Privacy Choices