Estate Planning, Probate & Trust Administration


Planning for the future can be a very difficult and time-consuming process if left in the wrong hands. Our experts in Estate Planning, Probate and Trust Administration are here to help make this often-complicated process as simple as possible. When creating a plan for your estate, we make sure that your property is transferred smoothly to your loved ones, while keeping taxes and administration costs low. And when our loved ones eventually do pass away, we make the process as simple as possible, so you can devote your time to family and friends rather than the logistics of wrapping up financial matters. Because in the end, it’s all about preserving what matters most—your future, your family and your legacy.

Our San Diego Estate Planning services include:
  • Revocable and Irrevocable Trusts
  • Advance Health Care Directives (Health Care Powers of Attorney)
  • Durable Powers of Attorney
  • Estate Tax Planning
  • Gift Tax Planning
  • Inheritance Planning
  • Irrevocable Life Insurance Trusts
  • Special Needs Trusts
  • Pour-Over Wills
  • Wills
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Our San Diego Estate, Probate and Trust Administration services include:
  • Advising Trustees in Complying with Fiduciary Duties
  • Notifying Appropriate Governmental Authorities and Creditors of a Loved One’s Passing
  • Drafting Appropriate Documentation for Bank and Financial Institutions
  • Dividing the Trust and Creating Sub Trusts, as Set Forth in Trust Agreement
  • Working with Financial Professionals to Wrap up the Estate
  • Notifying Trust Beneficiaries of Their Status and Related Rights
  • Dividing and Distributing Assets to Trust Beneficiaries
  • Filing and Handling Estates That Require Probate to Pass Assets to Decedent’s Beneficiaries

We’ll help you make the right decisions—for peace of mind today, and security tomorrow.