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 provide high quality work and 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.

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 $5,250,000 or if you are married and your total net worth as a couple is over $10,000,000, 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.

Click links below for more will, living trust & estate plan information:

Ready to talk about your estate plan? We’re here to help.

For more information or to schedule an appointment, click the button below, or call us at 619-794-0243. We look forward to helping you.



















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Fixed fees for all services.

Fixed fees, rather than traditional hourly billing, allow us to represent you in the most efficient way possible.

  • You'll know what our services cost before we start
  • We'll discuss your options with you along the way
  • Our goals are always aligned with yours