What are the opening hours?

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

California Trust and Legacy

Home
United States
Walnut Creek, CA
California Trust and Legacy

Estate planning for families across the San Francisco Bay Area and California. Living trusts, wills, powers of attorney, and guardianship planning.

Kelly Balamuth, drafting attorney — Super Lawyers 2009–2026. Walnut Creek office; video meetings statewide.

07/27/2026

Join us for Wine, Wills & Trusts -- a free estate planning seminar!

Tuesday, August 4th at 6:00 p.m.

Lafayette Library Community Hall
3491 Mt. Diablo Blvd.

This complimentary seminar is for you if....

• You have minor children
• You own a home or have assets
• You've been putting this off
• You have aging parents
• You have a will but nothing else

Snacks and wine provided.

We hope to see you there!

Register at the link in the comments 👇

07/07/2026

You're invited to a free evening about estate planning at the Lafayette Library — Wine, Wills, & Trusts!

Tuesday, July 14th at 6:00 p.m.

3491 Mt. Diablo Blvd., Lafayette

In ninety minutes, Kelly Balamuth walks through what every East Bay family should know about updating an older trust, where Prop 19 changes things, and keeping what you've built in the hands you intend.

Wine's on us.

We hope to see you there! Register at the link in the comments👇

05/28/2026

Estate Planning That Holds Up When It Matters – join us for a free morning workshop with attorney Kelly Balamuth.

What we’ll cover:

• What a trust from 2005–2015 may no longer do, and the few updates that matter most

• Prop 19 in plain English — what changed for California homeowners and their children

• Keeping your home and accounts out of probate, and why that protects your family's privacy

• The difference between a plan that exists and a plan that's actually funded and ready

• Time for your questions — no obligation, nothing to sign

We hope to see you there! Register at the link in the comments👇

05/04/2026

Most people with something worth protecting have never taken the time to put a real plan in place. Not because they don’t care. Because no one has ever sat down with them and made it simple. Join estate planning attorney Kelly Balamuth for a seminar on Tuesday, May 12th at 6:00 PM at the Lafayette Library. No obligation. No pressure. Reserve your free seat now. Register at the link in the comments👇

04/17/2026

If something happened to you tomorrow — would your family know what to do? Join estate planning attorney Kelly Balamuth for a free online workshop on Monday, April 27 at 7:30 PM. Real answers. No obligation. Reserve your free seat now. Register at the link in the comments👇

04/13/2026

It's tomorrow! Join us for Estate Planning 101 at the Lafayette Library — Tuesday, April 14th at 10:00 AM. Local estate planning attorney Kelly Balamuth will answer the questions you've been afraid to ask about wills, trusts, and protecting your family. Free to attend, but seating is limited. Register at the link in the comments👇

Address

1220 Oakland Boulevard
Walnut Creek, CA
94596

Opening Hours

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

Telephone

+19252541234

Website

https://californiatrustandlegacy.com/book-a-call/, https://californiatrustandlegacy.com/estate-plan-review/, https://app

Alerts

Be the first to know and let us send you an email when California Trust and Legacy posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to California Trust and Legacy:

Want your practice to be the top-listed Law Practice in Walnut Creek?