Copenbarger & Copenbarger LLP of San Jose

Copenbarger & Copenbarger LLP of San Jose is an estate planning attorney in San Jose, CA, located at 1737 N First St #270. The firm provides expertise in estate planning, elder law, trust and estate administration, and asset protection for individuals and families. It serves clients throughout Santa Clara County and the South Bay, including Almaden, Santa Clara, Los Gatos, Saratoga, Campbell, Sunnyvale, Cupertino, Mountain View, Milpitas, Morgan Hill, and Gilroy. The firm holds a 4.90 rating based on customer reviews.

The San Jose office has been open since 1983, and the firm has been in practice for over 40 years. The legal team consists of eight full-time attorneys and one attorney of counsel, offering a combined experience of more than 150 years. The staff includes certified specialists in estate, trust, and probate law, as well as attorneys with advanced degrees in tax law. Lloyd Copenbarger, the founder and senior partner, is licensed in Ohio, Oklahoma, and California, and is a Certified Specialist in Probate, Estate Planning, and Trust Law. The firm has prepared over 30,000 estate plans and processed thousands of estate administration cases.

Services include the creation of living trusts, wills, durable powers of attorney, and advance healthcare directives. The firm assists with Medi-Cal planning, gift tax, and business succession planning. To support clients, the firm offers free seminars and events throughout California to provide updates on law changes and new estate planning strategies. The firm emphasizes an individualized approach, helping clients keep planning documents up to date to ensure they remain effective as laws and circumstances change. It also provides guidance on probate administration and the management of assets through successor trustees.

The firm is known for its highly credentialed staff and its reputation for providing individualized, comprehensive legal services. It stands among the strongest estate planning firms in San Jose, recognized for its depth of experience and client-focused approach.

Copenbarger & Copenbarger LLP of San Jose combines decades of specialized experience with a personalized approach to protect the legacies and financial security of families throughout California.

The firm is situated on N First St in San Jose, just steps from the Metro/Airport bus station and Bay 101 casino, and about a tenth of a mile from Technology Place and Skyport Drive.

BizScoreAI awards the business a 91 out of 100 for Technical score, which ensures the website is technically sound and secure so search engines can read it without errors. The firm also receives a 75 out of 100 for Content Quality score, meaning the website answers customer questions clearly and provides content that AI assistants can quote directly in answers.