Shafae Law

Shafae Law A boutique law firm providing comprehensive services in estate planning and post-mortem estate administration.

Leaving a home to loved ones can be a meaningful gift, but when multiple family members are involved, clear estate plann...
05/28/2026

Leaving a home to loved ones can be a meaningful gift, but when multiple family members are involved, clear estate planning matters.

Our latest blog post shares five questions California homeowners may want to consider when leaving real estate to family, including carrying costs, decision-making authority, buyouts, and whether someone may live in the property.

Read the full post here: https://buff.ly/foEAAsp

Selling a family home can be more than a real estate transaction. It's often tied to a major family transition. Before t...
05/23/2026

Selling a family home can be more than a real estate transaction. It's often tied to a major family transition. Before the listing agreement is signed, a little planning can help clarify key details and keep the family’s goals on track. Our latest blog post shares estate planning questions California residents may want to ask before listing the family home.

Read the full post here: buff.ly/INTwCYG

Buying a home is a major milestone, especially in California. But once the keys are in hand, there is one important foll...
05/15/2026

Buying a home is a major milestone, especially in California. But once the keys are in hand, there is one important follow-up step many new homeowners overlook: reviewing whether their estate plan still fits.

In our latest blog post, we share a few practical estate planning reminders for new homeowners, including title, trust funding, beneficiary designations, insurance, and organizing key home records.

Read the full post here: buff.ly/xISPFDX

A thoughtful estate plan is not just about paper documents. Digital assets may be easy to overlook, but they are often a...
04/24/2026

A thoughtful estate plan is not just about paper documents. Digital assets may be easy to overlook, but they are often an important part of how a household functions. In our latest post, we share 10 digital assets to organize so the people you trust can more easily find what matters.

Read the full post here: buff.ly/XUSXBtl

Funding your trust does not have to be overwhelming. In our latest post, we share a practical 30-minute trust funding ch...
04/17/2026

Funding your trust does not have to be overwhelming. In our latest post, we share a practical 30-minute trust funding checkup: how to take inventory, what to review, and how to spot follow-up items before they turn into bigger problems later.

This is the second post in our April series on trust funding and practical estate plan follow-through. Each week this month, we’re sharing another reminder to help keep your plan aligned with real life.

Read the full post here: buff.ly/YEdoiZK

Signing a trust is an important step, but it is often only the beginning. In our latest post, we share 5 practical remin...
04/09/2026

Signing a trust is an important step, but it is often only the beginning.
In our latest post, we share 5 practical reminders for spring cleaning your estate plan with a focus on trust funding: why it matters, how life changes can affect your plan, and what to review so your documents still match real life.

This is the first in a series focused on trust funding and practical estate plan follow-through. Each week this month, we’ll share another tip to help you keep your plan aligned with real life.

Read the full post here: https://buff.ly/LyajlG5

Business owners: the biggest “tax traps” often show up when your estate plan, ownership records, and real-world authorit...
03/26/2026

Business owners: the biggest “tax traps” often show up when your estate plan, ownership records, and real-world authority don’t match. In our latest blog post, we break down 5 common trouble spots to look out for.

Read the full post here: https://buff.ly/Ako8NQc

Landlords: the paperwork doesn’t pause when life happens. If someone had to step in tomorrow, would they know where to f...
03/19/2026

Landlords: the paperwork doesn’t pause when life happens. If someone had to step in tomorrow, would they know where to find the leases, logins, and tax records? Our new post covers 5 rental property “pain points” and how to get ahead of them.

Read the full post https://buff.ly/3IHpGdk

Most estate plans don’t break because the documents are “bad.” The estate plan is frustrated because the paperwork and t...
03/13/2026

Most estate plans don’t break because the documents are “bad.” The estate plan is frustrated because the paperwork and tax details aren’t aligned. In our latest post, we share 6 places your CPA and estate planning attorney can coordinate: from trust funding and asset titling to retirement beneficiaries and record-keeping.

Read the full post here: https://buff.ly/ksUu3K1

Is your "Bench" full? 🏀 A strong estate plan is a team sport. While we handle the legal framework, a great CPA ensures y...
03/02/2026

Is your "Bench" full? 🏀

A strong estate plan is a team sport. While we handle the legal framework, a great CPA ensures your tax strategy and financial records are ready for whatever life throws at you.

If you own a business or real estate, a CPA isn't just a luxury—they’re a necessity for a smooth transition.

6 reasons you need a CPA on your estate planning team ➡️ https://buff.ly/CpUgcyF

One of the biggest estate planning surprises? ⚠️You can have a beautifully drafted trust… and still have assets go somew...
02/23/2026

One of the biggest estate planning surprises? ⚠️
You can have a beautifully drafted trust… and still have assets go somewhere else.

Why? Beneficiary designations.
Life insurance, retirement accounts, and POD/TOD accounts often pass by the form on file—not by your trust.

In this week’s post, we cover:
✅ which assets bypass your trust
✅ the most common mistakes (including outdated ex-spouse designations)
✅ why naming minors directly can create problems
✅ a simple checklist to keep everything aligned

https://buff.ly/tMnItGe

A coordinated plan is a kind gift to your family. 💛

Address

San Carlos, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16503899797

Website

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