team-member

Aida Milagros Del Valle

San Rafael, CA

Licensed for 23 years

Law Degree

Awards

Primary Practice Area

Estate Planning

Language

English

About

I practice exclusively in the area of estates and trusts and am first and foremost committed to treating my clients as I would want my most beloved family members to be treated by a trustworthy advisor.My approach to planning is wholistic, which allows individuals and families to forge and articulate their complete human legacy as opposed to merely their financial legacy. I take the time to get to know my clients deeply, so that I can more effectively help them translate their values into financial and intangible gifts that will be passed down to loved ones and to cherished causes. I also help people remember that the quality of their relationships is the primordial "asset" in a successful navigation of life's transitions, including the birth of children, new family configurations, and the unforeseen challenges that visit many lives. Assets accumulated over a lifetime can too easily be dissipated in senseless family disputes, where the interpersonal bonds have not been strengthened throughout a lifetime, nor wishes clearly communicated.Truly acknowledging that we are more than the dollars we have accumulated, that the world needs our generosity for its re-creation, and that the quality of our relationships is vital to a harmonious trajectory through this life, are just some of the great benefits of approaching estate planning in a wholistic manner. It is always a deep honor to assist my clients in this important process.

Practices Areas

Estate Planning

Language

English

Contact

Lerman Law Bldg802 B StSan Rafael, CA, 94901

Office: N/A

Website: N/A

Reviews

Leo
November 30, 2012

After we became new parents, my wife and I contacted Aida for help with estate planning. She thoughtfully considered our situation and gave us clear recommendations, explaining them in language we could understand. Aida then worked with us through the entire process of implementing the plan. We really appreciated how she took the time to understand the specific details of our situation to make sure everything was optimized. I would highly recommend Aida as a wise and effective advisor.

Leo
November 30, 2012

After we became new parents, my wife and I contacted Aida for help with estate planning. She thoughtfully considered our situation and gave us clear recommendations, explaining them in language we could understand. Aida then worked with us through the entire process of implementing the plan. We really appreciated how she took the time to understand the specific details of our situation to make sure everything was optimized. I would highly recommend Aida as a wise and effective advisor.