Dan George Berris, Estate Planning Attorney in San Jose, California
Over 16 years of legal practice · focused on Estate Planning, Tax, and Trusts
San Jose, CA
Practicing estate planning in San Jose since 2010.
- 16+
- Years practicing
- 1
- Bar admission
Practices in
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Quick answer
Dan George Berris is an attorney based in San Jose, CA. The practice focuses on Estate Planning, Tax, and Trusts. Dan has over 16 years of legal experience.
- Based in
- San Jose, CA
- Experience
- over 16 years
- Known for
- Estate Planning · Tax · Trusts
- Handles Estate Planning, Tax, and Trusts matters from San Jose, CA.
- Over 16 years of practice as a licensed attorney.
About Dan George Berris: Dan George Berris is an attorney based in San Jose, CA. The practice focuses on Estate Planning, Tax, and Trusts. Dan has over 16 years of legal experience.
Areas of practice
Legal matters Dan takes on
Dan concentrates on estate planning, tax, and trusts. Each area below outlines the kind of case Dan handles, typical outcomes to expect, and how the intake process starts.
Estate Planning
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Tax
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Trusts
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Estate Planning cases in San Jose, California
Dan takes estate planning matters in San Jose, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Dan agrees to represent you.
Tax cases in San Jose, California
Dan takes tax matters in San Jose, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Dan agrees to represent you.
Trusts cases in San Jose, California
Dan takes trusts matters in San Jose, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Dan agrees to represent you.
Biography
Meet Dan George Berris — estate planning lawyer in San Jose
Dan George Berris is an attorney based in San Jose, CA. The practice focuses on Estate Planning, Tax, and Trusts. Dan has over 16 years of legal experience.
Dan George Berris is a lawyer practicing taxation, trusts & estates, estate planning. Dan has been licensed for 16 years. Dan practices in San Jose, CA.
Dan's approach to estate planning cases
Dan George Berris is a lawyer practicing taxation, trusts & estates, estate planning. Dan has been licensed for 16 years. Dan practices in San Jose, CA.
The kind of cases Dan takes
Dan reviews new inquiries case-by-case for estate planning, tax, and trusts matters in San Jose and the surrounding California area.
Credentials
Education, bar admissions, and languages
Golden Gate University School of Law J.D.
—
Jurisdictions
Dan's state bar admissions
California
2010 · ACTIVE
Dan studied at — in Golden Gate University School of Law J.D..
Law school and academic background
Dan completed — in Golden Gate University School of Law J.D.. Formal legal training is one signal of substantive knowledge — the day-to-day practice Dan runs in California is where that training gets applied to real client questions.
Locations
Dan George Berris's office in San Jose
Dan's primary office is at 333 W Santa Clara St Ste 700, San Jose, CA, 95113-1716. In-person meetings are by appointment; a phone intake usually comes first.
Client feedback
Client reviews of Dan George Berris
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Schedule your consultationHiring guide
How to hire Dan George Berris — what to expect in your first consultation
Working with a new estate planning attorney should feel structured. Here's how the first two conversations with Dan usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Dan charges for the initial consult. That fee is credited toward representation if you retain Dan's office.
What to bring to your first meeting
Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Dan will tell you what matters and what doesn't.
Questions to ask a estate planning attorney in San Jose, California
A short list to run through before you commit: How many estate planning matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?
Fees & payment
Fees, payment methods, and consultation options for Dan
Dan discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in estate planning practice — ask which fits.
Hourly rates, contingency fees, and flat-fee options
Every estate planning matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Dan confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Dan's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many estate planning practices work with clients on structured schedules.
Frequently asked
Frequently asked questions about Dan George Berris
How much does it cost to hire Dan for a estate planning case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Dan walks through the likely range during the consult so there are no surprises.
Does Dan offer a free consultation?
Dan charges for the initial consult; that fee is credited toward representation if you retain Dan's office. Some estate planning attorneys offer free consults — check Dan's current terms during booking.
How long do estate planning cases in California typically take?
Simple estate planning matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Dan gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Dan take my case if I'm outside San Jose?
Dan is licensed in California. Matters governed by California law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Dan will tell you if the case is a fit or refer you to someone closer to your court.
What should I bring to my first meeting with Dan?
Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Dan will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Dan accepting new estate planning clients right now?
Dan's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.
Areas served
Estate Planning attorneys serving San Jose, Los Angeles and San Francisco in California
Dan handles estate planning matters throughout California. Each city below is a direct link into the search page for verified estate planning attorneys in that community.
- San Jose5,009 attorneys
- Los Angeles39,975 attorneys
- San Francisco26,380 attorneys
- San Diego16,903 attorneys
- Sacramento10,561 attorneys
- Irvine6,831 attorneys
- Oakland5,709 attorneys
- Palo Alto4,084 attorneys
- Beverly Hills3,348 attorneys
- Newport Beach3,106 attorneys
- Pasadena2,894 attorneys
- Santa Monica2,756 attorneys
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