Estate Planning Is Life Planning
After my grandfather died, leaving behind a sizable estate but no meaningful estate planning, I saw my family implode. Once a close-knit family, relationships rapidly devolved into fighting over bank accounts, business interests, and real estate. It wasn’t worth the loss of those relationships. As a result, we’ve made it our mission to help others avoid this tragic and all too common outcome.
Everyone will encounter a life-changing event (reaching adulthood, getting married/divorced, have kids, buy and sell assets, get incapacitated, die…). But, because change and death are not usually something people want to contemplate, more than 60% of the eligible population don’t have even the most basic planning protections in place. Some believe online services providing boiler-plate documents will protect them. Many who have only a Will falsely believe it will shield their family from a lengthy, public court process. And many more believe only the wealthy need a Trust. Unfortunately, these perspectives can bring unintended consequences at precisely the wrong time.
Making It Easy
We know you’re busy, so we want to make it easy for you to get the highest level of protection and ongoing service. We have taken care with our processes to minimize the impact on your schedule while maximizing the attention you receive. From your very first meeting with us, to the final signing meeting with our concierge notary service, you won’t have to leave your home.
Your Trusted Counsel
Don’t make the mistake of thinking that an ineffective, incomplete, or outdated set of documents will keep you out of the expensive and lengthy Probate process. Choose a law firm that will be with you for the long-run. Let us help keep your loved ones out of court and out of conflict when something happens to you.
Get Started NOW!
So where do you start with your Estate Planning? Call our office at 619-354-0770 or click the button below to schedule your free consultation today.
Headquartered in Carlsbad in San Diego County, we are able to serve all of California with our full-service, fully virtual practice.