Experienced Trust & Estate Planning Attorneys In San Diego

Our Modern and Convenient approach helps families throughout California protect what matters most. Allow us to help you gain peace of mind and finally Secure your Estate.

Modern & Convenient Estate Planning

Start your plan from the comfort of your home – we’ll come to you for a virtual consultation

We’ll personally guide you on needed details as we talk – no complicated intake forms

Draft documents are accompanied by a personalized explanation video – watch it as many times as you need whenever it’s convenient. 

Your attorney is available to you to review your plan, discuss updates, and answer questions however it’s easiest for you. 

When your final plan is ready, we’ll send a mobile notary around your schedule right to you – no need to take time off or sit in traffic just to come into a law office!

Trusted by Families Throughout California

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Practice Areas

The better information about the virtual world.

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11 million+ Users

with a total of 1.1 Billion+ Project

23+ Industries

in 19 countries in the World

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What we offer

Listening to you, and answering with software

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Analytic Tools

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Join our 30,000 happy customers

Stop kicking it down the road...

We've made this as easy as it can be for you, let's get your family protected today!
FAQ

Common Questions

We start with a complimentary virtual meeting to cover the basics, learn about you, and piece together your plan. Your attorney then drafts your plan and sends you a video review along with the initial drafts to help explain how they work together and cut through the legalese. We discuss updates/questions together until we agree all looks perfect, then our mobile notaries will sign with you at home around your schedule. We do everything else online today, why not meet your attorney and conveniently create an Estate Plan that way as well?!

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.

Secure Your Estate Today!

Take the first steps towards protecting your family and finding peace of mind