Mark W.
4/22/2025
My wife and I went to Advance Planning to update our estate plan. Grant is very knowledgeable and easy to work with. He took the time to listen to our needs and came up with a comprehensive plan...
Advance Planning, A Law Corporation
Open
(6)
1935 Addison St Ste 113
Berkeley, CA 94704
Advance Planning, A Law Corporation is a trusted estate planning law firm with offices in Dublin and Manteca, California. Led by experienced attorney Grant A. Toeppen, the firm specializes in helping individuals protect their assets and create a lasting legacy for their loved ones through comprehensive estate planning services. With a focus on personalized representation and support, Advance Planning is known for its attention to detail, clear communication, and commitment to making the complex process of estate planning simple and understandable.
With a strong reputation in the San Francisco Bay Area and Central Valley, Advance Planning offers a range of services including drafting living trusts, wills, powers of attorney, and other estate planning documents. Attorney Grant A. Toeppen takes the time to guide clients through each step of their case, providing transparent pricing and flexible appointment options. Fluent in Japanese and dedicated to social distancing practices, Advance Planning is committed to meeting the unique needs of its diverse clientele. When not assisting clients, Grant enjoys hiking, traveling to Japan, homebrewing beer, and spending time with his wife and French Bulldog.
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Reviews
4.56 reviews
Teresa H.
2/7/2025
Grant Toeppen is so wonderful to work with, I have been working with him for the last 2.5 years. I am the executor for an estate that is in Probate and let me tell you nothing has been easy with...
Joseph D.
5/11/2019
I have been working with Grant and Noriko at Advance Planning for over a year on some complex business and estate planning needs. There are a few things that I want to mention about them: #1....
Dustin S.
7/29/2019
Grant Toeppen from Advance Planning prepared a trust for me and my wife. He was very professional and provided many key insights throughout the process. My wife previously worked as a paralegal at...
Jerry C.
7/17/2018
My wife and I recently contacted Advance Planning to help create an estate plan for us. We contacted many attorneys in Yelp, but Grant Toeppen is the only one that contacted us back quickly for a...
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