Gilroy Elder Law -Gilroy Estate Planning

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THE LAW OFFICES OF
JAMES A. WARD
JD., LL.M. ESTATE PLANNING

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Our Services

Elder law can cover aspects of estate planning, retirement planning, long term care planning, medical costs, health care costs, elder financial abuse, etc.

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ELDER LAW & MEDI-CAL PLANNING

Estate planning is often summarized by the questions “Who gets my assets after I die?” and “How do I avoid the costs of probate?” There is a lot more involved in estate planning.

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WELCOME MESSAGE FROM JAMES A. WARD

Testimonials

Ann M.

Jim is a great lawyer. He is very knowledgeable and honest. He provided me with exactly what I needed for my trust 6 years ago and has been diligent about updates as my life has changed. Jim explains things very clearly and makes it easy to understand what is needed for legal documents. He also gives examples of what can happen when certain things are not documented. I trust Jim and highly recommend him. – Ann M.

Tim C.

Jim just got right to the point on what needed to be done and where there were potential difficulties down the road. I appreciate that approach because it allows me to sleep better and spend a lot less on attorney fees. Jim’s the guy to go to. – Tim C.

Aaron

I just want to thank Jim Ward and his staff for their kindness and being very open with me and taking the time to answer all my dumb questions. This was a very stressful time for me with my father in the nursing home, so my mind was not clear sometimes. THANK YOU again. – Aaron

Gary

I went to Jim after another elder law “expert” told me that there was nothing that could be done to get Medi-Cal coverage for my wife’s stay in the nursing home. I paid nearly $100,000 before I stumbled upon Jim and he and his wonderful staff got my wife on Medi-Cal in less than one month. Finding Jim was an absolute godsend for us. I recommend his firm without reservation. – Gary

Lew

Jim is a one-in-a-million guy who happens to be a lawyer. A rarer combination you will not meet again. Client first, followed by best advice, followed by someone who really cares about people. Follow my best advice and follow Jim’s guidance. – Lew

Kathie

Jim Ward was highly recommended when my mother was seeking an elder law attorney. His skill and experience was quickly evident when addressing her legal needs in a professional and compassionate manner. He continues to immediately respond to any questions or concerns that arise, and we truly feel fortunate to have Jim as mother’s legal representative. – Kathie

JoAnn

We really appreciate the legal work Jim did for my parents, and for getting them to see the reality of their financial situation at ages 86 and 90. When other members of the family kept trying to get more money from my father, I only had to look at him and remind him of what Jim had asked him: “When you run out of money, are you going to go back to work at age 92?” That was the one thing that Jim said that really stuck in my father’s mind and always brought him back to reality. My parents are much better protected with Jim supporting them.

Richard

I was in a hospital in Southern California near death and I called my best friend in San Jose to ask him to refer me to the best and most honest estate planning attorney that he knew. My friend referred me to Jim Ward; Jim called me immediately and then flew down to Los Angeles to sign all of the legal documents and my family was then protected. He was great.

Mary

My experience with Jim Ward was very good. He explained everything to me and made me feel like a real person. Jim is so different than other lawyers; he never spoke down to me or tried to make me feel like he was better than me. I recommend him to everyone!

Edward

My father died and his estate documents from another attorney were incomplete. I met with Jim to see what could possibly be done, and how we could distribute the estate. Jim gave me some advice and even checked with another attorney to get a second opinion for me on something, and then he sent me off on my own to get it done without an attorney. He listened to all of my questions and concerns, and then he gave me instructions – and all at no charge! He’s a great guy.

Testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

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How We Serve You

Jim Ward provides legal counsel for the following areas: Los Gatos, Willow Glen, San Jose, Saratoga, Campbell, Santa Clara, Sunnyvale, and Cupertino, and in the South Valley, Morgan Hill, Hollister and Gilroy.

Along with his law degree and CFP® designation, Jim holds a post-graduate law degree (LL.M.) and maintains his Series 7 and Series 66 FINRA licenses. He also carries specialized credentials as a Retirement Income Certified Professional® (RICP®) and Chartered Retirement Planning Counselor® (CRPC®).

We make house calls for ill and elderly patients. Jim is also bilingual in Spanish.

Questions? Let us Help!

Two Locations to Serve You!

South Valley Office
7888 Wren Ave. Suite D-140
Gilroy, CA 95020
(408) 847-4800

Willow Glen Office
1035 Minnesota Ave. Suite B
San Jose, CA 95125
(408) 606-8588