Compassionate Estate Planning in Walnut Creek
During your free 30 minute consultation we can…
Discuss your needs and concerns
Review existing estate planning documents
Walk through my process & fees
Meet Jennifer
I’m Jennifer Wallis, an estate planning attorney in Walnut Creek, California. I help individuals and families create thoughtful plans that protect what matters most. My work goes beyond preparing documents—it’s about building lasting relationships, listening to your story, and giving you and your family the confidence to move forward with peace of mind.
One of the most meaningful parts of my work is guiding families through times of incapacity and uncertainty. I provide support not only to my clients, but also to their children and legal agents, helping them navigate the trust administration process with clarity and care. It’s my role to ease the burden, ensure everything is …
Practice Areas
Estate Planning
Trusts, Wills, Powers of Attorney, Health Care Directives, Deeds & Trust Funding.
Trust Administration
Guiding successor trustees through the administration process, asset management, accountings, notices, & property sales.
Probate
Handling probate, Spousal Property Petitions, Small Estate Affidavits, Heirship Petitions & more.
Incapacity Planning
Begin building a team of professionals that can guide you and your Legal Agent(s) should you experience a period of incapacity prior to death.