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.
Pick a service to see details, fees, and San Diego-specific notes.
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.
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