Experienced Trust & Estate Planning Attorneys In San Diego

Yes! Our firm stays laser focused on the area of Estate Planning, but we don't just prepare documents. We also help families administer trusts and estates as well, so we stay on top of what works and what doesn't in the real world. This practical experience serves to make our estate plans as iron-clad as possible and makes it very easy for us to guide you through what matters most. It also means we'll be there for your family should they need help administering your plan when the time comes, though most do just fine on their own.

On average 2-3 weeks between the initial drafting and finalization after review, depending on your wishes. You can take as much time as you need to review your plan and work through questions though, so no rush. Expedited plans available as well, just tell us your timeline when we first talk.

No! Why sit through traffic or take multiple days off work just to come into an attorney's office? Our virtual approach allows us to come to you without losing the touch of personal service. When your plan is ready to sign, our partnered mobile notary will come to you around your schedule to finalize everything. Stay in touch with your attorney anytime via phone, text, email, or Zoom, at your preference, without losing any valuable time.

To give you an honest answer here we really need to know what we're drafting first. Your plan is customized around your wishes, goals, and assets, so there are many variables that may change exactly what we set up or how we custom tailor it. To give you an idea for trust-based plans involving fairly simple wishes and assets, our plans start at $2,500 / $3,000 (single / married) and that will cover a comprehensive plan for the vast majority of our clients (Living Trust, Will(s), Certification of Trust, Schedule of Assets, Gift Lists, Medical Directive(s), HIPAA Release(s), Financial Power(s) of Attorney, Trust Transfer Deed for primary home, County Recording, & Notarization). A majority of clients are covered with this plan as it addresses all of their wishes, but in our initial meeting together we'll discuss if you need anything additional based upon your individual wishes and assets.

If you have simple wishes, a simple estate, and are willing to use software to get your plan in place, you may consider using our partnered software for a Ready-Made Plan. Just remember that using software to create a plan and using an Attorney are two very different things, and that's why the cost is different. Software based plans provide documents and are largely intended for you to complete them on your own - attorneys provide legal advice and custom solutions based on your individual goals and circumstances. While we think a custom plan with our Attorneys is always the best way to protect your family, we do have innovative hybrid approaches through our software for those with simple estates that need some attorney assistance along the way.