Services

Trust attorney services in San Diego County

Living trusts, revocable trusts, irrevocable trusts, wills, estate planning, probate, trust administration, power of attorney, advance health directives, special needs trusts, trust amendments, and estate planning consultations. Matched to vetted licensed estate-planning attorneys.

Estate-planning attorney reviewing a living trust document with a San Diego County client at a professional law office.

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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.

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Revocable 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.

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Irrevocable trusts

Irrevocable trust drafting for asset protection, Medi-Cal planning, estate tax reduction, and charitable giving, structured to remove assets from your taxable estate.

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Wills

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.

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Estate 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.

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Probate

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.

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Trust 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.

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Power 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.

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Advance 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.

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Special 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.

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Trust 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.

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Estate 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.

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