Business Details
50 Years
experience
Trusted Estate Planning & Tax Services in Walnut Creek
Rex Crandell Firm has been serving clients in Walnut Creek, CA since 1976, specializing in estate planning, tax services, and probate. Our firm combines decades of experience with personalized attention to address complex legal and financial matters. We offer comprehensive solutions including revocable trusts, wills, advance healthcare directives, and income tax preparation for individuals and businesses. Our team prioritizes client education, transparent communication, and meticulous attention to detail in every case.With a focus on proactive planning, we help clients protect assets, minimize tax liabilities, and ensure smooth succession processes. Our reputation for professionalism and responsiveness has been built through consistent delivery of high-quality services tailored to individual client needs.
Services
Estate Planning
Tax Preparation
Probate Services
Business Formation
Real Estate Deeds
Trust Services
Will Preparation
Conservatorships
Guardianships
Tax Problem Resolution
Details
- Year established: 1976
Highlights and features
- We have over 45 years of experience in estate and tax planning since 1976
- Our team provides personalized attention to every client's unique needs
- We offer comprehensive solutions combining legal and financial expertise
- Our firm maintains high standards of professionalism and responsiveness
- We serve clients across the Bay Area with local market knowledge
What people say
Awesome job on living will
Relieved tax problems
Pleasure to work with
Proven expertise
Personalized attention
Services
Estate Planning
Our estate planning services create comprehensive strategies to protect assets and ensure proper distribution. We develop customized wills, trusts, and advance directives that meet California legal requirements while addressing individual family needs. Our approach combines tax optimization with probate avoidance techniques to preserve wealth across generations.
Tax Preparation
We provide accurate income tax preparation for individuals and businesses, handling complex returns since 1976. Our services include tax problem resolution, audit representation, and strategic planning to minimize liabilities. We maintain IRS compliance while maximizing client refunds and deductions through meticulous documentation.
Probate Services
Our probate services guide clients through California's court processes for estate settlement. We assist with will validation, asset inventory, debt settlement, and property distribution. The firm helps executors fulfill legal obligations while navigating complex probate timelines and requirements to ensure efficient estate closure.
Business Formation
We assist entrepreneurs in establishing appropriate business structures including LLCs, corporations, and sole proprietorships. Our services cover entity selection, document preparation, and compliance guidance. We provide strategic advice on tax implications and liability protection to support long-term business success.
Real Estate Deeds
Our real estate deed services handle property title transfers through various instruments including grant deeds and quitclaim deeds. We ensure proper documentation for real estate transactions while explaining title insurance benefits. The firm assists with trust transfers and other estate-related property matters.
People
Rex Crandell
Owner
Rex Crandell has practiced in tax, estates, and trusts since 1976. He specializes in comprehensive estate planning, probate, and income tax services. His experience includes preparing thousands of tax returns and creating customized estate solutions for Bay Area residents.
Questions
What estate planning documents do I really need?
Every comprehensive estate plan should include a revocable living trust, will, durable power of attorney, and advance healthcare directive tailored to your specific circumstances.
Can I avoid probate in California?
Yes, proper estate planning using revocable trusts and proper asset titling can help avoid the lengthy and expensive California probate process for most assets.
What tax services do you offer?
We provide complete tax preparation for individuals and businesses, including complex returns, audit representation, and tax problem resolution with IRS.
How does your probate process work?
Our probate services guide executors through California's court process, handling asset inventory, debt settlement, tax filings, and final distribution to beneficiaries.
Do I need both a will and a trust?
While a will is important, a revocable living trust helps avoid probate. We recommend both documents working together for comprehensive estate planning.
What business formation options do you handle?
We assist with S-Corporations, LLCs, and sole proprietorships, helping clients choose the optimal structure for liability protection and tax efficiency.
