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Best Estate Planning Attorneys in San Diego

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Geiger Law Office P.C. logo

Geiger Law Office P.C.

Carlsbad, CA 92008
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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.

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Harold G. Ayer Law logo

Harold G. Ayer Law

San Diego, CA 92108
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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.

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Law Office of Scott C. Soady, A Professional Corporation logo

Law Office of Scott C. Soady, A Professional Corporation

San Diego, CA 92128
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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.

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Legacy APC logo

Legacy APC

San Diego, CA 92124
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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.

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McGovern Law Group logo

McGovern Law Group

9340 Fuerte Drive, La Mesa, CA 91941
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  • Estate Planning
  • Trust Administration

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.

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Opelon LLP logo

Opelon LLP

1901 Camino Vida Roble, Ste 121, Carlsbad, CA 92008
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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.

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Pacific Coast Trust logo

Pacific Coast Trust

La Jolla, CA 92037
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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.

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Preston Estate Planning, A.P.L.C. logo

Preston Estate Planning, A.P.L.C.

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

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San Diego Legal Pros logo

San Diego Legal Pros

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

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Frequently Asked Questions

Q: How much does it cost to set up a trust?

A: The cost of setting up a trust varies quite a bit depending on a variety of factors, including terms that are in place, special provisions for minor beneficiaries, and trustees' basic fees. In most cases, the minimum cost of setting up a trust is about $1,500, but depending on the factors mentioned above, this cost can increase by thousands of dollars.

Q: Can you have both a will and a living trust?

A: Yes, and individuals who have a living trust should also have a will. While a living trust enables a person to leave funds and assets to a loved one when they're gone, a will is required to cover any assets that aren't included in the trust, such as guardianship of dependents, funeral plans, and forgiveness of outstanding debts, if applicable.

Q: Do I need a lawyer for a will?

A: No, a lawyer is not required to draft or complete a will. However, there are some scenarios in which hiring an estate lawyer to assist with a will is a good idea, including when children or high-value assets are involved. Additionally, an estate lawyer can help to reduce probate fees and taxes paid by loved ones after a person dies. It's also best to work with a professional to ensure that the will addresses everything necessary, such as funeral plans, guardianship, and asset distribution.

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