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James Robert Cody, Estate Planning Attorney in Palo Alto, California

Over 44 years of legal practice · focused on Estate Planning, Tax, and Trusts · 5.0/5 rating from 1 verified client review

CTC myCFO, LLC

Palo Alto, CA

Practicing estate planning in Palo Alto since 1982.

44+
Years practicing
5.0 ★
1 client review
1
Bar admission

Are you James Robert Cody?

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Quick answer

James Robert Cody is a ctc mycfo, llc based in Palo Alto, CA. The practice focuses on Estate Planning, Tax, and Trusts. James has over 44 years of legal experience. Rated 5.0 out of 5 from 1 client review.

Based in
Palo Alto, CA
Experience
over 44 years
Known for
Estate Planning · Tax · Trusts
  • Handles Estate Planning, Tax, and Trusts matters from Palo Alto, CA.
  • Over 44 years of practice as a licensed attorney.
  • Recognized with AV Preeminent.

About James Robert Cody: James Robert Cody is a ctc mycfo, llc based in Palo Alto, CA. The practice focuses on Estate Planning, Tax, and Trusts. James has over 44 years of legal experience. Rated 5.0 out of 5 from 1 client review.

Areas of practice

James's practice areas in Palo Alto

James concentrates on estate planning, tax, and trusts. Each area below outlines the kind of case James handles, typical outcomes to expect, and how the intake process starts.

Estate Planning cases in Palo Alto, California

James takes estate planning matters in Palo Alto, 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 James agrees to represent you.

Tax cases in Palo Alto, California

James takes tax matters in Palo Alto, 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 James agrees to represent you.

Trusts cases in Palo Alto, California

James takes trusts matters in Palo Alto, 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 James agrees to represent you.

Biography

James Robert Cody, estate planning attorney serving Palo Alto

James Robert Cody is a ctc mycfo, llc based in Palo Alto, CA. The practice focuses on Estate Planning, Tax, and Trusts. James has over 44 years of legal experience. Rated 5.0 out of 5 from 1 client review. James works from Palo Alto, California and takes on estate planning matters across the region.

James Robert Cody is a lawyer practicing estate planning, trusts & estates, taxation. James received a degree from University of California at Berkeley in 1982, and has been licensed for 44 years. James practices in Palo Alto, CA.

How James handles estate planning matters

James Robert Cody is a lawyer practicing estate planning, trusts & estates, taxation. James received a degree from University of California at Berkeley in 1982, and has been licensed for 44 years. James practices in Palo Alto, CA.

The kind of cases James takes

James reviews new inquiries case-by-case for estate planning, tax, and trusts matters in Palo Alto and the surrounding California area.

Credentials

Credentials — where James studied and practices

  • Hastings College of the Law, University of California

    J.D. · 1982

  • University of California at Berkeley

    MBA Yale · 1982

Jurisdictions

James's state bar admissions

  • California

    1982 · ACTIVE

James studied at J.D. in Hastings College of the Law, University of California and MBA Yale in University of California at Berkeley.

Law school and academic background

James completed J.D. in Hastings College of the Law, University of California and MBA Yale in University of California at Berkeley. Formal legal training is one signal of substantive knowledge — the day-to-day practice James runs in California is where that training gets applied to real client questions.

Recognition

James's legal honors and published work

James has received 1 formal recognition from bar associations, industry bodies, and peer-review services.

  • AV Preeminent

Legal awards and honors

AV Preeminent.

Locations

James Robert Cody's office in Palo Alto

James's primary office is at 3000 El Camino Real Ste 2 1000, Palo Alto, CA, 94306-2119. In-person meetings are by appointment; a phone intake usually comes first.

Main office

3000 El Camino Real Ste 2 1000

Palo Alto, CA 94306-2119

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Client feedback

Client reviews of James Robert Cody — 5.0/5 rating from 1 verified client review

Every review below is from a verified client of James. Reviews cover communication, case outcome, and value — the three signals that matter most when comparing estate planning attorneys in Palo Alto.

5.0

1 client review

Client ratings are sourced from public records and editorial research. Reviews on LawyersListed are accepted from verified clients once James Robert Cody claims this profile.

Read all reviews

Hiring guide

How to hire James Robert Cody — 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 James usually go, from the moment you request a consult to the day representation begins.

Consultation formats and pricing

James charges for the initial consult. That fee is credited toward representation if you retain James'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; James will tell you what matters and what doesn't.

Questions to ask a estate planning attorney in Palo Alto, 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 James

James 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. James confirms the model in the engagement letter before any work starts.

Payment methods and payment plans

James'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 James Robert Cody

  • How much does it cost to hire James for a estate planning case?

    Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. James walks through the likely range during the consult so there are no surprises.

  • Does James offer a free consultation?

    James charges for the initial consult; that fee is credited toward representation if you retain James's office. Some estate planning attorneys offer free consults — check James'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. James gives a realistic estimate for your facts at the consult — vague answers here are a red flag.

  • Can James take my case if I'm outside Palo Alto?

    James 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 — James 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 James?

    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. James will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.

  • Is James accepting new estate planning clients right now?

    James'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 Palo Alto, Los Angeles and San Francisco in California

James 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.

More counsel

If James's intake is full or the fit isn't right, these estate planning attorneys in Palo Alto handle similar matters. Every profile below is verified and open to consultations.