Paolini & Mori

Paolini & Mori

Bay Area Estate Planning & Real Estate Attorneys

Firm Overview

Paolini & Mori is a boutique law firm offering exceptional legal representation to clients throughout the San Francisco Bay Area in the areas of estate planning, probate and trust administration, real estate transactions, and business and corporate law. Our clients include individuals, small businesses and entrepreneurs. For further information regarding our areas of expertise, please see our Practice Areas Overview.

Continuing a Family Tradition

We have a strong tradition in serving the legal needs of San Francisco's Italian and Italian-American community. Our predecessor firm was founded by Anne Marie Paolini-Mori's father, Ezio M. Paolini, who founded the firm in 1951 in San Francisco's Excelsior District, where it is still located today. Ms. Paolini-Mori acquired her father's law practice in 1994, and was joined by her husband, Paul J. Mori, in 2004, forming Paolini & Mori. Today Paolini & Mori continues the legal legacy established by Ms. Paolini-Mori's father, building lasting relationships with multiple generations of clients.

Providing Personalized Legal Representation

Whether a client is making an estate plan, forming a new business or buying/selling a property, we are committed to providing personalized legal representation. We invest the time necessary to get to know our clients and understand their needs and objectives. As their trusted counselors, we advise our clients on their legal options and the most prudent course of action. We care about obtaining the best outcome for every client, and constantly strive to provide our clients with confidence and peace of mind. We welcome your inquiry regarding our legal services. To learn how we can assist you, contact Paolini & Mori.
Main Office
Main Office
22 Ocean Avenue
San Francisco  CA  94112
Phone
  • 4155863600
Websites
Real Estate
Paolini & Mori offers quality legal representation in the areas of estate planning, probate and trust administration, real estate transactions, and business and corporate law.
PRACTICE AREAS

Paolini & Mori offers quality legal representation in the areas of estate planning, probate and trust administration, real estate transactions, and business and corporate law. From our office in San Francisco, we serve clients throughout the San Francisco Bay Area.

Estate Planning
We realize that every client's situation is unique, therefore every estate plan we prepare is customized to the needs and objectives of that particular client. We invest the time necessary to get to know our clients, including the nature and extent of their assets, their family dynamics, and their desires and objectives. We carefully tailor every estate plan to accomplish the client's goals taking into consideration potential tax implications.
In addition to wills (both simple and complicated trust wills), we offer comprehensive living trust packages, which include the following documents, as applicable:
Revocable Trust
Pour-over Will(s)
General Durable Power(s) of Attorney
Advance Health Care Directive(s)
Certification of Trust
Assignment of Property
Deed(s) and related documents necessary to transfer interests in real property into the trust
Community Property Declaration (for married couples)

Probate Administration
We have extensive experience in the area of probate administration, and have the experience and knowledge required to handle probate matters involving estates of all sizes and complexities, ranging from simple estates to large estates comprised of business interests or multiple interests in real estate. In addition, since attorney Paul J. Mori is a licensed California real estate broker (see Real Estate Transactions), we are able to offer the estate representative the ability to list and sell any estate real property without the need of hiring an outside real estate agent. If the representative chooses to list the property with Mr. Mori, we waive any extraordinary attorney's fees related to the sale of the property. We practice before the Probate Court in several Bay Area counties, including Alameda, Marin, San Francisco, San Mateo, and Sonoma.

Trust Administration
We also offer complete postmortem trust administration, including post-death tax planning, including advice regarding the use of disclaimers. We assist the Trustee with selling any necessary assets and prepare documents to effectuate the transfer of assets to the beneficiaries. We work closely with accountants to resolve any tax issues that may arise and to ensure the proper preparation of any required tax returns.

Real Estate Transactions
We assist clients with a broad array of residential and commercial real estate transactions, including preparing and drafting sale and purchase agreement, leases, tenancy-in-common agreements and other real estate related agreements. In addition, attorney Paul J. Mori is a licensed California real estate broker and Realtor. Unlike a real estate agent, who is prohibited from providing legal advice to clients, Mr. Mori can assist and advise clients with respect to all aspects of a real estate transaction from marketing the property to legal matters such as clearing up any title issues that appear in the preliminary title report. In addition, Mr. Mori has over 15 years of experience negotiating and drafting both real estate and non-real estate transactions. As a result, he is able to utilize his legal experience and training to get the best results for his clients.
Mr. Mori's provides a wide-array of real estate services that can be specifically tailored to a client's needs. These services include:
Assisting a buyer locate and acquire a property
Assisting sellers market and sell a property, including the preparation of legally mandated disclosures
Providing full brokerage services, including listing the property on the San Francisco multiple listing service (MLS)
Preparing a comparative market analysis (CMA) of the property
Since Mr. Mori is an independent broker, he is usually able to provide these services at a much lower cost then a typical real estate agent.

Business & Corporate Law
We have substantial expertise in the following types of business transactional matters:
Business formation planning and advice
Business entity formation, including corporations, limited liability companies (LLCs), limited and general partnerships, and limited liability partnerships (LLPs)
Drafting and reviewing business contracts and agreements
Purchases and sales of businesses
Dissolution of businesses
Commercial lease negotiations and agreements

Other Services
Our attorneys are fluent in Italian, and prepare Procure Generale and Procure Speciale (Italian Powers of Attorney) on behalf of clients.
Contact Paolini & Mori for Assistance
We welcome the opportunity to serve your legal needs. Contact Paolini & Mori for a consultation with one of our experienced attorneys.

Paul J. Mori

Mr. Mori focuses his practice on business and corporate law, probate administration, trust administration, and real estate matters, including the acquisition and sale of residential and commercial real estate. For a detailed description of the services offered by Mr. Mori, please see the Practice Areas Overview of this website.

Mr. Mori received his Juris Doctor degree from the University of San Francisco School of Law in 1992, and his Bachelor of Arts degree from the University of California, Los Angeles in 1988. He is a Bay Area native and attended Marin Catholic High School. He is a member of the California State Bar and the Business Law Section of the California State Bar.
Mr. Mori is also a licensed California real estate broker and Realtor. He is a member of the National Association of Realtors, California Association of Realtors and San Francisco Association of Realtors.

He is fluent in Italian.
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