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CALL:

(831) 600-7017

 

Estate Planning

CALL:

(831) 600-7017

 

Jeffrey T. Killeen Logo: scale of justice with the text: Jeffrey T. Killeen, Attorney-at-Law

Estate Planning

  • Estate Planning
  • Probate
    • Probate Litigation
  • Trusts
    • Living Trust | Revocable Trust
    • Irrevocable Trust
  • Contact Us
  • Search
Driving Directions

Driving Directions

Located in The Old Sash Mill:

303 Potrero Street, Suite 52
Santa Cruz, CA 95060

  1. Hwy 1 to River St.
  2. Turn towards downtown (south) on River St.
  3. Turn Right at next light (Potrero St.)
  4. Cross over the railroad tracks
  5. IGNORE 1st entrance at sign "303 Potrero Street"
  6. Continue on Potrero
  7. Turn right into third unmarked entrance
  8. Suite 52 is third on the left
  9. Avoid RESERVED spaces
  10. Park in lot in front of the winery

Comprehensive Estate Planning Solutions

Planning for the future is one of the most important steps you can take to ensure your wishes are honored and your loved ones are cared for. At Jeffrey T. Killeen – Attorney at Law, we’ve spent over 35 years helping individuals and families organize their estates to reduce uncertainties, avoid unnecessary expenses, and create peace of mind. Whether you’re focused on minimizing taxes, avoiding probate, or ensuring family harmony, we’re here to guide you every step of the way.

Estate planning with attorney; making notes at his desk.

Estate Planning: A Complete Approach

Estate planning is more than just creating a will—it’s about ensuring your wishes are respected in life and after. Proper estate planning can help:

  • Avoid Probate
  • Reduce or eliminate estate taxes
  • Prevent property tax reassessment
  • Minimize capital gains taxes
  • Maintain family harmony
  • Provide management during times of incapacity
  • Leave clear instructions for property and final wishes

Estate planning ensures your assets are distributed according to your wishes, especially once you have children or own a home. Without a plan in place, the court will decide how your property is divided, which may not align with your preferences.

Protect your assets and your family by creating a personalized estate plan today.

Trusts

Trusts are powerful tools for managing your assets, both while you are alive and after you’re gone. They allow you to retain control over your property and ensure it’s distributed according to your wishes. Jeffrey Killeen can help you with a variety of trust options, including:

  • Living (Revocable) Trusts
  • Special Needs Trusts
  • Irrevocable Trusts

Each type of trust serves a specific purpose, and we’re here to provide the guidance you need to make the right choice.

Wills

A Last Will is a critical document that outlines how your estate should be handled, including the distribution of your property, care for your children and pets, and instructions regarding your final wishes. However, owning a home with only a Last Will may still require probate. Creating a Living Trust can help avoid this lengthy process.

Include Powers of Attorney in Your Estate Plan

A comprehensive estate plan should include a Power of Attorney for Finance and a Power of Attorney for Health Care. These documents allow someone you trust to make important financial and medical decisions on your behalf if you become incapacitated. Ensuring both are in place helps protect your interests and ensures that your wishes are followed in managing your assets and healthcare needs.

Ready to Protect Your Family’s Future?


If you have questions or need guidance on estate planning, probate, or any of our legal services, we’re here to help.

Call Us Today: (831) 600-7017

Let’s take the next step together to secure what matters most.

What Our Clients Say

“Mr. Killeen handled our emotional and protracted estate dispute with professionalism, creative problem solving, and attention to detail.”

Elaine F.

We retained Mr. Killeen due to a sad family dispute over an estate. He did a wonderful job on a case which became quite emotional and protracted. He wore both his legal and counselor-at-law hats with grace and ease. We especially appreciated his attention to detail and creative problem-solving. He and his staff were empathetic, fair, and professional in all aspects of our case. As with any case, the outcome was not guaranteed; however, we were quite satisfied with our result.

Jeffrey T. Killeen Logo: scale of justice with the text: Jeffrey T. Killeen, Attorney-at-Law

Tel: 831-600-7017
Fax: 831-603-9738
Email: [email protected]

303 Potrero St., Suite 52
Santa Cruz, CA 95060

Hours: Monday - Friday
9:00 am - 5:00 pm,
or by appointment

Driving Directions

Located in The Old Sash Mill:

  1. Hwy 1 to River St.
  2. Turn towards downtown (south) on River St.
  3. Turn Right at next light (Potrero St.)
  4. Cross over the railroad tracks
  5. IGNORE 1st entrance at sign "303 Potrero Street"
  6. Continue on Potrero
  7. Turn right into third unmarked entrance
  8. Suite 52 is third on the left
  9. Avoid RESERVED spaces
  10. Park in lot in front of the winery

Areas of Practice

  • Estate Planning
  • Probate
  • Probate Litigation
  • Living Trust | Revocable Trust
  • Irrevocable Trust

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Disclaimer: The information contained in this website location is intended to be for general information only and should not be relied on when making legal decisions without also obtaining competent legal counsel from an attorney. Laws vary from state to state and no representations are made to the accuracy of information except as it pertains to the laws of California.

In order for Jeffrey T. Killeen - Attorney At Law to comply with Internal Revenue Service Circular 230 (if applicable), you are notified that any discussion of U.S. federal tax issues contained or referred to herein is not intended or written to be used and cannot be used, for the purpose of: (A) avoiding penalties that may be imposed under the Internal Revenue Code; nor (B) promoting, marketing or recommending to another party any transaction or matter addressed herein.

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