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.
How to Contact San Diego Law Firm
We handle matters throughout California, and new clients are always welcome. For more information or to make an appointment, please contact us either by:
Telephone: (619) 794-0243
E-mail: contactus@SanDiegoLawFirm.com
We can be reached by telephone Monday through Friday, 9:00 a.m. to 5:00 p.m. You may also use the
form below to contact us. This form is answered Monday through Friday during
the work day. Please remember that for us to become your attorneys, we must first have a written attorney-client agreement signed by both of us, so please do not email any confidential information at this point. After we have reached an agreement with you, we can then exchange information freely. We look forward to helping you.