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Best Estate Planning Lawyers San Diego, CA

Our Recommended Best San Diego Estate Planning Lawyers

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored San Diego estate planning lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

319Reviewed

194Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Best Estate Planning Lawyers Serving San Diego
San Diego, CA 92128

Expertise.com Rating

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.

Best Estate Planning Lawyers Serving San Diego
La Jolla, CA 92037

Expertise.com Rating

Review Sources

Yelp
5.0 (64)
Facebook
5.0 (5)

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.

Best Estate Planning Lawyers Serving San Diego
9320 Fuerte Drive Ste. 103, La Mesa, CA 91941

Expertise.com Rating

Review Sources

Google
5.0 (57)
Yelp
5.0 (7)
Facebook
5.0 (3)

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.

  • Estate Planning
  • Trust Administration

Best Estate Planning Lawyers Serving San Diego
Carlsbad, CA 92008

Expertise.com Rating

Review Sources

Yelp
5.0 (57)
Google
5.0 (47)

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.

Best Estate Planning Lawyers Serving San Diego
32605 Temecula Pkwy, Ste. 314, Temecula, CA 92592

Expertise.com Rating

Review Sources

Avvo
4.1 (16)
Google
5.0 (2)

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.

  • Estate Planning
  • Business Transactions
  • Business Litigation

Best Estate Planning Lawyers Serving San Diego
12396 World Trade Drive,, Ste 301, San Diego, CA 92128

Expertise.com Rating

Review Sources

Google
4.9 (885)
Yelp
3.8 (59)
Avvo
3.7 (3)

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.

Best Estate Planning Lawyers Serving San Diego
1901 Camino Vida Roble, Ste 121, Carlsbad, CA 92008

Expertise.com Rating

Review Sources

Google
5.0 (19)
Yelp
5.0 (2)

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.

  • Estate Planning
  • Probate
  • Revocable Living Trust

Best Estate Planning Lawyers Serving San Diego
San Diego, CA 92124

Expertise.com Rating

Review Sources

Facebook
4.8 (11)

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.

Compare Best San Diego Estate Planning Lawyers

NameExpertise RatingAddressPromotionsLearn more
Law Office of Scott C. Soady, A Professional Corporation
San Diego, CA 92128
Pacific Coast Trust
La Jolla, CA 92037
McGovern Law Group
9320 Fuerte Drive Ste. 103, La Mesa, CA 91941
Geiger Law Office P.C.
Carlsbad, CA 92008
Perea Law, APC
32605 Temecula Pkwy, Ste. 314, Temecula, CA 92592
Preston Estate Planning, A.P.L.C.
12396 World Trade Drive,, Ste 301, San Diego, CA 92128
Opelon LLP- a Trust, Estate & Probate Law Firm
1901 Camino Vida Roble, Ste 121, Carlsbad, CA 92008
Legacy APC
San Diego, CA 92124

Disclaimer:  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 with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

San Diego, CA Estate Planning FAQs

  • 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.

  • Where can I get a copy of police reports for incidents related to my case in San Diego, California?

    The residents of San Diego may request copies of police reports by making the request online at https://sdsheriff.govqa.us/WEBAPP/_rs/(S(r4ktyslhitbswayf3l33oqp4))/SupportHome.aspx, submitting the request to the San Diego County Sheriff’s Records & ID Division, Sheriff's station, or any of the available substations. Mail requests should be sent to: Attn: Records & ID Division - Cases Section P.O. Box 939062 San Diego, CA 92193-9062. Police reports are processed in three to 10 business days.

  • 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.