Jessica Allison Kaplan, Estate Planning Attorney in San Francisco, California
Over 20 years of legal practice · focused on Estate Planning, General, and Tax
PartneratWithers Bergman LLP
San Francisco, CA
Practicing estate planning in San Francisco since 2006.
- 20+
- Years practicing
- 1
- Bar admission
Practices in
Are you Jessica Allison Kaplan?
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Quick answer
Jessica Allison Kaplan is a partner based in San Francisco, CA. The practice focuses on Estate Planning, General, and Tax. Jessica has over 20 years of legal experience. Currently practicing at Withers Bergman LLP.
- Based in
- San Francisco, CA
- Experience
- over 20 years
- Known for
- Estate Planning · General · Tax
- Handles Estate Planning, General, and Tax matters from San Francisco, CA.
- Over 20 years of practice as a licensed attorney.
About Jessica Allison Kaplan: Jessica Allison Kaplan is a partner based in San Francisco, CA. The practice focuses on Estate Planning, General, and Tax. Jessica has over 20 years of legal experience. Currently practicing at Withers Bergman LLP.
Areas of practice
Legal matters Jessica takes on
Jessica concentrates on estate planning, general, and tax. Each area below outlines the kind of case Jessica handles, typical outcomes to expect, and how the intake process starts.
Estate Planning
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General
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Tax
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Estate Planning cases in San Francisco, California
Jessica takes estate planning matters in San Francisco, 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 Jessica agrees to represent you.
General cases in San Francisco, California
Jessica takes general matters in San Francisco, 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 Jessica agrees to represent you.
Tax cases in San Francisco, California
Jessica takes tax matters in San Francisco, 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 Jessica agrees to represent you.
Biography
Meet Jessica Allison Kaplan — estate planning lawyer in San Francisco
Jessica Allison Kaplan is a partner based in San Francisco, CA. The practice focuses on Estate Planning, General, and Tax. Jessica has over 20 years of legal experience. Currently practicing at Withers Bergman LLP.
Jessica Allison Kaplan is a lawyer practicing private client, tax, estate planning. Jessica received a B.A. degree from University of Michigan, and has been licensed for 20 years. Jessica practices at Withers Bergman LLP in San Francisco, CA.
How Jessica handles estate planning matters
Jessica Allison Kaplan is a lawyer practicing private client, tax, estate planning. Jessica received a B.A. degree from University of Michigan, and has been licensed for 20 years. Jessica practices at Withers Bergman LLP in San Francisco, CA.
The kind of cases Jessica takes
Jessica reviews new inquiries case-by-case for estate planning, general, and tax matters in San Francisco and the surrounding California area.
Credentials
Education, bar admissions, and languages
University of California, Los Angeles, School of Law J.D.
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University of Michigan B.A. English
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Jurisdictions
Jessica's state bar admissions
California
2006 · ACTIVE
Jessica studied at — in University of California, Los Angeles, School of Law J.D. and — in University of Michigan B.A. English.
Law school and academic background
Jessica completed — in University of California, Los Angeles, School of Law J.D. and — in University of Michigan B.A. English. Formal legal training is one signal of substantive knowledge — the day-to-day practice Jessica runs in California is where that training gets applied to real client questions.
Affiliations
Jessica's professional memberships and bar associations
Memberships San Francisco Bar Association California Lawyers Association, Trusts and Estates Section
membership
Locations
Jessica Allison Kaplan's office in San Francisco
Jessica's primary office is at 505 Sansome Street, 2nd Floor, San Francisco, CA, 94111. In-person meetings are by appointment; a phone intake usually comes first.
Withers Bergman LLP
505 Sansome Street, 2nd Floor
San Francisco, CA 94111
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Client reviews of Jessica Allison Kaplan
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Schedule your consultationHiring guide
How to hire Jessica Allison Kaplan — 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 Jessica usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Jessica charges for the initial consult. That fee is credited toward representation if you retain Jessica'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; Jessica will tell you what matters and what doesn't.
Questions to ask a estate planning attorney in San Francisco, 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 Jessica
Jessica 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. Jessica confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Jessica'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 Jessica Allison Kaplan
How much does it cost to hire Jessica for a estate planning case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Jessica walks through the likely range during the consult so there are no surprises.
Does Jessica offer a free consultation?
Jessica charges for the initial consult; that fee is credited toward representation if you retain Jessica's office. Some estate planning attorneys offer free consults — check Jessica'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. Jessica gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Jessica take my case if I'm outside San Francisco?
Jessica 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 — Jessica 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 Jessica?
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. Jessica will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Jessica accepting new estate planning clients right now?
Jessica'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 Francisco, Los Angeles and San Diego in California
Jessica 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 Francisco26,380 attorneys
- Los Angeles39,975 attorneys
- San Diego16,903 attorneys
- Sacramento10,561 attorneys
- Irvine6,831 attorneys
- Oakland5,709 attorneys
- San Jose5,009 attorneys
- Palo Alto4,084 attorneys
- Beverly Hills3,348 attorneys
- Newport Beach3,106 attorneys
- Pasadena2,894 attorneys
- Santa Monica2,756 attorneys
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