Everwise Legal | Estate Planning Attorney

Your Path to Peace of Mind

1

Planning Session

A 1-hour session with attorney Jim Blair to discuss your family, your goals, and your options with flat fee pricing.

2

Custom Estate Plan

Jim drafts your personalized documents — trusts, wills, powers of attorney, and directives — tailored to your specific situation.

3

Review, Sign & Fund

We review everything together, sign your documents, and guide you through funding your trust so your plan actually works.

Meet Jim Blair

Jim Blair brings 25+ years of combined legal and business experience to estate planning, helping California families protect what they've built.

As a former business owner (Creek Monkey Tap House in Martinez), current professor at Diablo Valley College, and Certified Specialist in Planned Giving (CSPG), Jim understands families' real concerns about protecting their assets and their loved ones. His approach is personal, thorough, and focused on giving you confidence that your family is taken care of.

Jim serves on the boards of the Walnut Creek Chamber of Commerce, the DVC Foundation, and Diamante Scholars. He's deeply invested in the East Bay community.
Read Jim's full story →

25+

Years Combined Experience

1999

CA State Bar Admitted

CSPG

Certified Planned Giving

500+

Families Protected

Why Estate Planning Matters

Avoid Costly Probate

In California, probate takes 12-18 months and can cost 4-7% of your estate's value. A properly funded trust avoids probate entirely, saving your family time, money, and stress.

Protect Your Family

Choose who raises your children, how assets are distributed, and who makes decisions on your behalf. Without a plan, a judge makes these decisions for you.

Maintain Control

Designate trusted agents to handle your finances and medical decisions if you become incapacitated. Plan on your terms, not the court's.

Estate Planning Services

Revocable Living Trusts

The cornerstone of your estate plan. Avoid probate, maintain privacy, and retain full control of your assets during your lifetime.

Wills & Guardianship

Pour-over wills that complement your trust, plus guardian nominations to ensure your children are cared for by people you choose.

Powers of Attorney & Directives

Designate who manages your finances and makes medical decisions if you become incapacitated. Document your healthcare wishes clearly.

Trust Funding Guidance

The step most people skip — re-titling your assets into your trust so your plan actually works when your family needs it.

View all estate planning services →

East Bay Roots, Serving All of California

Based in Pleasant Hill and deeply rooted in the East Bay — Martinez, Walnut Creek, and the greater Contra Costa County community. Licensed and serving families throughout California.

Member

Walnut Creek Chamber of Commerce

Board Member

DVC Foundation

Board Member

Diamante Scholars

Founding Member

Diablo Valley Tech Initiative

Ready for Peace of Mind?

Schedule your Peace of Mind Planning Session and take the first step toward protecting your family's future.

Schedule a Planning Session

$475 session fee waived for meetings booked before the end of February 2026.

Or call us at 925-639-5924

Protect What Matters Most