San Diego trust attorneys, matched to vetted estate-planning lawyers for your home and budget.
Living trusts, revocable trusts, irrevocable trusts, wills, estate planning, probate, trust administration, power of attorney, advance health directives, special needs trusts, trust amendments and restatements, and estate planning consultations across San Diego County. One consultation, one matched attorney, one clear plan.
What services does Trust Law SD offer?
From a basic will to a full estate plan with a living trust and probate avoidance strategy, here is what we match you with vetted licensed estate-planning attorneys to handle.
Living trusts
Living trust drafting for San Diego County residents, establishing a revocable trust that holds assets during your lifetime and transfers them to beneficiaries outside of probate at your death.
Learn moreRevocable trusts
Revocable trust preparation allowing you to retain full control of assets during your lifetime, amend or revoke the trust at any time, and transfer property to named beneficiaries without probate court.
Learn moreIrrevocable trusts
Irrevocable trust drafting for asset protection, Medi-Cal planning, estate tax reduction, and charitable giving, structured to remove assets from your taxable estate.
Learn moreWills
Last will and testament preparation naming heirs, designating an executor, and directing the distribution of assets not held in a trust, including a pour-over will to fund your living trust at death.
Learn moreEstate planning
Comprehensive estate planning covering the full document set: living trust, pour-over will, power of attorney, advance health directive, and beneficiary designations coordinated in one engagement.
Learn moreProbate
Probate administration for San Diego County estates that must pass through court, including filing the petition, inventorying assets, paying creditors, and distributing property under court supervision.
Learn moreTrust administration
Trust administration guidance for successor trustees handling the distribution of a decedent's trust, including creditor notice requirements, asset valuations, tax filings, and distribution to beneficiaries.
Learn morePower of attorney
Durable power of attorney drafting authorizing a trusted agent to manage financial affairs, sign legal documents, and handle real estate transactions if you become incapacitated.
Learn moreAdvance health directives
Advance health directive and healthcare power of attorney preparation naming a healthcare agent and recording your medical treatment preferences for end-of-life care decisions.
Learn moreSpecial needs trusts
Special needs trust drafting for beneficiaries with disabilities, structured to preserve eligibility for SSI and Medi-Cal benefits while holding assets for supplemental care and quality-of-life expenses.
Learn moreTrust amendments and restatements
Trust amendment and restatement drafting to update an existing revocable living trust after a marriage, divorce, birth, death, or change in assets, keeping documents current without creating a new trust.
Learn moreEstate planning consultation
Initial estate planning consultation to review your assets, family situation, and goals, identify the right document set, and outline a plan before any drafting begins.
Learn moreWhy do San Diego homeowners choose Trust Law SD?
Estate planning in San Diego gets delayed because people do not know which attorney to trust or which documents they actually need. We match you with vetted, licensed estate-planning attorneys, walk you through the right document set for your situation, and get you a free initial consultation.
- One consultation, one attorney, one clear plan. An estate-planning attorney reviews your assets, family situation, and goals, identifies the right documents, and gives you a written plan. No guessing at what you need, no upsell on documents that do not serve your situation.
- Flat-rate pricing, no hourly games. You hear the price before we start. Book-rate repairs, not billable hours.
- Honest scope, not an oversized plan. Sometimes a simple will is the right starting point. Sometimes a full trust-based plan with special needs provisions is what protects your family. We tell you which, and why, before any drafting begins.
- We answer after 5 p.m. Real 24/7 emergency response. Ring once, get a human.
Where do we work in San Diego County?
Same crew, same quality, from the coast to the backcountry. Pick your city to see details specific to your area, including local notes and service specifics.
What homeowners across the county say
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Common trust attorney questions in San Diego County.
A few of the things homeowners ask before they hire us. Don't see your question? Call us at (858) 925-5546.
All FAQsWhat areas in San Diego County do you service?
Every city and unincorporated community in San Diego County, from the coast to the backcountry: Carlsbad, Encinitas, Oceanside, San Diego proper, Chula Vista, El Cajon, Escondido, Fallbrook, Alpine, and the rest of the 67 communities we cover.
How much does a living trust cost in San Diego?
A basic revocable living trust with pour-over will, power of attorney, and advance health directive typically runs $1,500-$3,500 for an individual and $2,000-$4,500 for a couple in San Diego. Complex estates with irrevocable trusts, business interests, or tax planning cost more. Your matched attorney confirms the flat fee after the initial consultation.
Do I need a trust or just a will in California?
California has one of the highest probate thresholds in the country: estates over $184,500 (2024 threshold) must go through probate unless assets are in a trust or pass by beneficiary designation. Most San Diego homeowners benefit from a living trust to keep real property out of probate and out of public record. Your attorney reviews your specific assets and advises which documents fit.
Are the estate-planning attorneys licensed and vetted?
The estate-planning attorneys we match are licensed members of the State Bar of California. You can verify any California attorney license at calbar.ca.gov before you sign. Trust Law SD is a referral service and is not a law firm.
What happens to a California estate without a trust or will?
Without a will or trust, California intestate succession law determines who inherits your assets. The estate typically goes through probate, which is public, time-consuming, and can cost 4-8% of the gross estate in statutory attorney and executor fees. A living trust avoids probate entirely for assets that are properly transferred into the trust.