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Best Estate Planning Attorneys in San Diego

2023

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Website
501 West Broadway Ste. 1620, San Diego, CA 92101
  • Retirement Planning
  • Business Planning
  • Estate Planning For Dentists

Why choose this provider?

Lancier Legal PC represents business owners, retirees, and high-net-worth families in San Diego. The firm exclusively handles estate planning matters, helping clients protect their generational wealth and preserve their legacies. These matters include durable powers of attorney, living and irrevocable trusts, healthcare documents, and wills. Its team of attorneys collaborates with clients to personalize their estate plans, allowing them to appoint an executor, avoid probate, control assets, and decide guardianships for minor children. Founder Eddie Johnson has been active in the legal sector since 2015.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (12)
Yelp
5.0 / 5 (2)

Price: Free consultation

848-BookPro
San Diego, CA

Why choose this provider?

Need help contacting a Estate Planning Attorney in San Diego? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
9320 Fuerte Drive Ste. 103, La Mesa, CA 91941
  • Estate Planning
  • Trust Administration

Why choose this provider?

McGovern Law Group is an estate planning attorneys in San Diego. It specializes in wills, trusts, and estate planning. It equips clients with legacy planning to protect their hard work and avoid conflict, uncertainty, expenses, and court intervention. It prepares revocable living trusts, last wills and testaments, power of attorney documents, plans for incapacity, and minor children protection. Sam McGovern was Law Clerk at the US District Court of Sourthern District of California before setting up his firm.

Attorney Information

Attorney NamesExperience
Sam McGovern - Principal3 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (10)
Yelp
5.0 / 5 (2)
Avvo
5.0 / 5 (2)

(+1 additional source)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
12396 World Trade Drive,, Ste 301, San Diego, CA 92128

Why choose this provider?

Preston Estate Planning has been serving clients throughout the state of California for almost 40 years. Their mission statement consists of 3 words, “We Fix Trusts.” The attorneys in the firm have reviewed and re-done over 10,000 Trusts. The firm’s Life Plan, which ensures that their clients are always informed and their Trust documents are never out of date, is one of the largest membership programs in the State of California.

Attorney Information

Attorney NamesExperience
John Preston - Founder and Principal43 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.8 / 5 (379)
Yelp
3.5 / 5 (22)
Facebook
3.5 / 5 (8)

(+1 additional source)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
San Diego, CA 92128

Why choose this provider?

The Law Office of Scott C. Soady, A Professional Corporation is a premier estate planning attorney providing service to people in and around San Diego, California. The firm handles cases pertaining to planning for long-term care, California trust administration, probate administration, living trusts, trust and estate litigation, wills, probate, and more. They aim to offer high-quality but affordable legal services to their clients.

Attorney Information

Attorney NamesExperience
Scott Soady - Principal18 yrs

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
San Diego, CA 92124

Why choose this provider?

Legacy APC is an acclaimed trusts and estates law firm located in the city of San Diego, California and serving the communities nearby as well. They provide legal counsel in the areas of asset protection and business planning, elder law and Medicaid services, estate planning services, family- owned businesses and farms, financial planning assistance, and incapacity planning, among others. The firm takes the time to provide thorough information and education to their clients so that they can make sound and sensible decisions for their legal needs and concerns.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
4.8 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
San Diego, CA 92108

Why choose this provider?

Harold G. Ayer Law is an estate planning and elder law attorney located in San Diego California. Areas of practice include estate planning, wills and trusts and probate law, with the particulars of estate tax issues, trust administration, credit shelter trusts, incentive trusts, paying estate taxes and more. With more than 40 years of experience in the legal profession, Harold G. Ayer Law has become a trusted choice for effective and efficient legal service in its location.

Attorney Information

Attorney NamesExperience
Harold Ayer - Principal55 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.2 / 5 (5)
Yelp
5.0 / 5 (1)
Avvo
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
3110 Camino del Rio S Ste 315, San Diego, CA 92108

Why choose this provider?

The San Diego Legal Pros is the Law Office of John M. Cooper, A.P.C., a bankruptcy lawyer located in the city of San Diego, California. They provide legal counsel in the areas of bankruptcy, debt relief, foreclosure defense, personal injury, estate planning and immigration. The team of highly qualified lawyers at the San Diego Legal Pros are dedicated to giving the most practicable legal guidance to help their clients develop sound legal strategies that will address their particular needs and concerns.

Attorney Information

Attorney NamesExperience
Jon Cooper - Principal20 yrs
Jon Cooper - Founder20 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (132)
Avvo
4.9 / 5 (57)
Yelp
4.9 / 5 (29)

(+1 additional source)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.8
Responsiveness
Friendliness
Helpfulness
Detail

Website
La Jolla, CA 92037

Why choose this provider?

Pacific Coast Trust is an estate planning and asset management firm located in the city of La Jolla, California and serving the nearby communities as well. A long list of services are offered by the firm, some of them including in-home service with privacy and convenience, personal, individualized and customized consultation, assisting individuals and families in properly structuring their estates, a step by step process in completing all documents, and more. The firm takes pride in offering quality services that are based on their core principles of integrity, accountability, and dedication.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (64)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Carlsbad, CA 92008

Why choose this provider?

The Geiger Law Office P.C. is a dedicated estate and business planning law firm based in Carlsbad, California. They specialize in estate planning, asset protection, trust administration, probate, elder law, business succession planning, business information, and more. They deliver quality and dependable legal services to their clients in order to protect their goals for the future.

Attorney Information

Attorney NamesExperience
Brenda Geiger - Founder and CEO19 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (57)
Google
5.0 / 5 (47)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1901 Camino Vida Roble, Ste 121, Carlsbad, CA 92008
  • Estate Planning
  • Probate
  • Revocable Living Trust

Why choose this provider?

Opelon LLP is a San Diego-based law firm that focuses on will and trust administration, estate planning, and probate practice. In addition, the firm provides traditional estate planning and modern or virtual estate planning, conservatorship, and monthly “lunch and learns” for companies, referral sources, or groups of varying sizes. It provides solutions to individuals, families, and business owners at all stages of life. The firm is founded in 2021 by Matt Odgers and Owen Rassman who have 25 years of combined experience in the field.

Attorney Information

Attorney NamesExperience
T. Owen Rassman - Attorney19 yrs
Matt Odgers - Co-Founder10 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
32605 Temecula Pkwy, Ste. 314, Temecula, CA 92592
  • Estate Planning
  • Business Litigation
  • Real Estate Transactions
  • Business Transactions

Why choose this provider?

Perea Law, APC, serves business owners and high-net-worth families in San Diego and its surrounding neighborhoods. The office offers legal counsel on various matters involving estate planning, personal injury law, business litigation, and real estate transactions. Sole practitioner Nathan Perea assists clients in purchasing, selling, and planning their assets. He fights for their rights in settling cases through negotiations or litigation in state and federal courts. He has been working in the industry for more than 20 years.

Attorney Information

Attorney NamesExperience
Nathan Perea - Principal18 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Avvo
4.1 / 5 (16)
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services withExpertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

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Frequently Asked Questions

  • What is the non-emergency contact number for the local police station in San Diego, California?

    Non-emergency cases in the area of San Diego can be reported to the local police by dialing 619‑531‑2000 or 858-484-3154.

  • How much does it cost to create an estate plan in San Diego?

    The cost of creating estate plans in San Diego will depend on the complexity of your instructions and wishes after your death. For example, a lawyer with a flat fee may charge $300 for writing a will and other related documents. However, other lawyers may charge $1,000 to $1,500 for the same services, depending on the complexity of your needs.

  • What does estate planning mean for the residents of San Diego?

    In San Diego, planning your estate means taking precautions to safeguard your assets and your children's future. It helps you set a plan for distributing your assets after your death, and it can also have your instructions and wishes on decision-making concerning how your health will be handled in case of severe illness.

  • What happens if a San Diego resident passed away without an estate plan?

    San Diego residents who pass away without leaving a comprehensive estate plan may result in higher taxes and assets may be distributed to the wrong people. Dying without creating an estate plan will trigger the state's intestacy laws, and your assets may go through probate, which is a lengthy, expensive, and time-consuming process.

  • What are the tasks of an estate planning attorney in San Diego?

    Estate planning attorneys in San Diego have various tasks when identifying how their clients want their assets handled after death. The lawyers work with clients to identify their goals, list their assets and beneficiaries, and manage tax, financial, and property issues. They can also put all your estate instructions in writing and have them notarized to be legal and enforceable.

  • Can a San Diego resident make their own estate planning documents?

    No. Creating your estate planning documents or taking online do-it-yourself forms may have extensive consequences in San Diego. It will not matter how small or big your error on the estate plan document is, but the documents required for estate planning should follow state laws. There is no substitute for a legally and properly prepared estate plan.

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