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Will, Living Trust & Estate Plan Services

Our Will, Living Trust & Estate Plan Services

Our firm of skilled, caring lawyers is committed to providing excellent legal work accompanied by outstanding client service in all aspects of wills, living trusts, specialized trusts, and probate. We guarantee the high quality of our work and our dedication to giving each of your legal matters respectful, thoughtful care.

We are committed to your financial well-being and peace of mind. To see what clients have to say about our will, probate, and living trust services, click here. From our San Diego, California law offices, we handle wills, living trusts, specialized trusts, and estate planning throughout California, including Riverside, Imperial, Los Angeles, and all southern California.

  All of Our Estate Plans Include:

All of our Estate Plans include these important items:

        Living Trust
        Pourover Will
        Financial Matters Power Of Attorney
        Health Care Power Of Attorney
        Community/Separate Property Agreement (If Married)



  Advanced Estate Planning


If you are single and your net worth is over $1,000,000 or if you are married and your total net worth as a couple is over $2,000,000, your Estate Plan will also need Advanced Estate Tax Planning for the maximum tax savings.

Depending on your situation, Advanced Estate Tax Planning may include business succession planning, trusts or corporations to protect assets and keep financial information confidential, and a family trust. We can also help you set up a lifetime gifting plan to reduce taxes on large estates, protect your pets once you are deceased, plan for burial plot and funeral expenses, and protect you by health care and financial directives if you become disabled.



  More Will, Living Trust & Estate Plan Information


    For more helpful information about wills, living trusts, estate plans, and our services, please see these pages:

        Benefits of Estate Plans . . . save money on taxes, avoid probate
           expense and delay, and keep your financial information private . . .
           learn more.

        Calculate the Money You'll Save with a Living Trust
           
Easy-to-read tables shows how much money an estate plan with a living
           trust can save you . . . learn more.

        Estate Plan Dictionary
           
Plain-English explanations for estate planning terms . . . read more.



 
How to Contact Us

For more information or an appointment, please call San Diego Law Firm

619-794-0243,

or, if you prefer, send us an e-mail at and an attorney from our office will contact you. Please note that making a phone call or sending an e-mail does not create an attorney-client relationship; this requires a written agreement. Please do not e-mail any confidential information to us until an agreement is signed; at that point, we can exchange confidential information freely.


 


 
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