San Diego, CA
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San Diego Estate Planners

Browse these estate planners with great ratings from Thumbtack customers in San Diego.

Top Pro
  • 3 years in business
  • 99 hires on Thumbtack
  • Top pro on Thumbtack
Michael L.
Verified review

Everything went as planned. I would highly recommend using his service!

Top Pro
Clavel Law, APLC
4.6
from 21 reviews
  • 39 hires on Thumbtack
  • Top pro on Thumbtack
Francesca T.
Verified review

Robert made Estate Planning simple and easy. He cared and listened to our concerns and questions. We were more than pleased with his professionalism and thoroughness. I would recommend Clavel Law to all my colleagues, friends, and family!

Men's Legal Center
5.0
from 5 reviews
  • 33 years in business
  • 3 hires on Thumbtack
Jackie D.
Verified review

Divorce is very scary for anyone, and I knew I needed representation in court. I found the right attorney at the Men's Legal Center after a friend recommended their services. They understood and worked with me, even though my cases was started before I hired them. Although I am a women they took care of me and my family’s needs by helping us resolve a divorce. Men’s Legal Center was fair and reasonably and I would recommend them to anyone!

Spaulding Legal, APC
5.0
from 10 reviews
  • 4 years in business
  • 5 hires on Thumbtack
Janet S.
Verified review

Review and discussion of estate planning documents

Gutierrez & Associates
5.0
from 4 reviews
  • 9 years in business
  • 2 hires on Thumbtack
John C.
Verified review

I have referred multiple clients to Janet and she has helped them save their homes from foreclosure. I would recommend her to anyone who is in trouble with a mortgage or needs help to get out of a difficult financial situation.

Estate Planning Attorney
5.0
from 1 review
  • 1 hire on Thumbtack
Dennis R.
Verified review

Quick call back and I made plans to use her service.

Gil Sery
5.0
from 1 review
  • New on Thumbtack
John P.
Verified review

Responded in minutes after receiving email to confirm appointment, where others I have used check email less often and it is hours before I know if they are available. Clarified what I needed, was on time, completed signing quickly, and interacted well with my client on travel plans to London, even pulled up photos for them.

Ryan-Cruz Law, APC
5.0
from 1 review
  • 1 hire on Thumbtack
Matthew P.
Verified review

I am at a point in my life where I decided it was (past) time to be responsible and get an estate plan in place. I called around a bit and talked to a few options. Ruth immediately seemed different just by the fact that she LISTENED to my needs and concerns. She answered all my questions, suggested good options and ideas and really helped me craft a solution that was personalized for me. It was a great experience!

CARE Law Group PC
5.0
from 1 review
  • 6 years in business
  • 2 hires on Thumbtack
Brian R.
Verified review

I would recommend Mr. Geraci to anyone who needs help with their estate planning and values professionals worthy of their full faith and Trust. He's handled several matters for my family over time, and it's been a pleasure doing business with him.

Taibi & Associates
1.0
from 1 review
  • 5 hires on Thumbtack
About

We provide personalized service in almost every area of law. We offer a free consultation. There is little or no money down to start most bankruptcy cases or personal injury cases. All expenses are advanced until you receive the money. We are serving all of Southern California for over 20 years, with offices in San Diego and Orange counties.

About

ATS, a financial services firm, specializes in planning of multi-generational estates. We have a dedicated team of financial professionals who proudly stand by our hallmarks of knowledge, integrity and service in our mission to exceed your highest expectations. ATS is committed to helping people learn about advanced strategies and implement these strategies in to most effectively manage as well as pass on their wealth. We are committed to education, and we offer a wide range of seminars, workshops and presentations; one of which is "The Seven Biggest Mistakes Trustees Often Make", our signature workshop.

About

We are a financial advisory firm not employed by any financial institution or product manufacturer or distributor. We provide objective, independent assessment and planning and implementation of financial, tax, and estate planning needs. We also provide private fiduciary services, unlike any other financial advisor.

  • 4 years in business
  • New on Thumbtack
About

Business and Corporate, Employment, Intellectual Property and Technology Transactions, Litigation, Nonprofits and Trusts and Estates

  • New on Thumbtack
About

Located in the Banker's Hill area, near downtown San Diego, California, The Law Offices of Alejandra Rodriguez is centrally located to service clients throughout San Diego County and Southern California. Estate planning attorney Alejandra Rodriguez offers personalized care to all of her clients. A complimentary initial thirty-minute consultation is offered to all prospective clients. Ms. Rodriguez is available to meet with clients in the evening and on weekends. In addition, Ms. Rodriguez is also available for home visits upon request. Ms. Rodriguez' services include wills, revocable living trusts, irrevocable trusts, durable powers of attorney, living wills or advance health care directives, QDOTS, joint trusts for registered domestic partners, special needs trusts, trust administration and probate. Ms. Rodriguez is fluent in Spanish. If you would like to schedule your free legal consultation to learn more about California estate planning law, and how it affects you and your family, please call to schedule an appointment.

About

We are a full-service estate planning law office. Arthur brown has practiced law since 1986 and is a certified specialist in estate planning, trust and probate law since 1993. Our focus is flexible family trusts to assist clients of all ages prepare for the future. The estate plans we prepare for our clients are drafted to our clients' needs. We assist trustees with the trust administration as well as with executors in probate matters. Mr. Brown is certified to help veterans qualify for the VA benefit -- "aid and attendance benefit." We also assist seniors to qualify for Medi-Cal. We are here to help our clients and their families.

About

I usually charge a flat fee for trusts, wills and all other estate planning documents. A standard trust and will is $600. I am a passionate estate planning attorney, who has firsthand experience as to the importance of a trust and will. My main focus has been helping people find a proactive solutions to their situations. As your attorney, my goal is to create the best protection and safety net for your family and assets that a legal document can provide. Additionally, I can provide support through legal review of documents, provide tax resolution and create contracts for those in need. I am a solo practitioner, so my clients deal directly with me. I provide my clients with my cellphone number, so that they are able to contact me at anytime. I do not wait until normal business hours to return my clients' messages or answer the phone. If I am able, I answer the phone or call them back as soon as I am able. There are times when I will not be able to return a call immediately, but I will call back as soon as possible. I have worked at a firm where my paralegal was the only one who talked to the client. I thought that the clients deserved better service and decided that I would not let that happen in my own practice. I believe my strengths are my ability to explain complicated issues in everyday language, my flexibility, the fact that I am personable, my willingness compassion, my family, and my balanced approach to life.

About

We provide quality legal services at affordable prices. Our comprehensive estate plans are provided for flat fee and never at an expensive hourly rate. Your estate plan is fully customized to meet your needs. Plus, we travel to you. Meet your attorney in person at your home or at our offices. It's your choice. We will never charge you for travel. We know you want to trust the lawyer you work with, so we strive to make you comfortable in your decision. Testimonial: "I highly recommend Ben Weston if you want the least amount of stress with whatever your attorney needs are."

  • New on Thumbtack
About

Our firm is specialized to provide you time-tested wealth preservation strategies. Our process is designed to make it easy for you. In working with us, you will feel comfortable and secure knowing that your family treasure is insulated from elements that destroy your hard-earned effort. We will arm you with every tool necessary to secure your family's future for many generations. When you have a well-coordinated estate transfer strategy in place, you will make sure that your estate passes to whom you want, when you want, and is implemented in the way you've wanted. You can rest assured that your family won't have to suffer the costly matter and the public process of probate. The government won't be able to get what you've spent a lifetime establishing. But you must be aware of the many alternatives that exist in estate planning, and you must select your attorney wisely. This is why Legacy, APC offers this wealth of free seminars and free information. Take a look at our estate planning articles, and if you're in the vicinity, join us at an estate planning seminar. We want you to feel assured about the decisions you make; allow us to be your guide on the road toward preserving your family's future.

  • 18 years in business
  • New on Thumbtack
About

We are an Estate Planning firm in San Diego offering Asset Protection planning, Business planning, Tax Planning, and Wealth Strategies planning. We help families plan their estate and protect their assets during transitions, messes, and complex tax situations. We are your trusted estate planning law firm in the Greater San Diego area.

About

We offer services in the following areas: * estate planning * wills and trusts * real estate transactions and litigation * dispute resolutions * corporate formation * contract and lease reviews and drafting * trade secret enforcement * trademark registration Call us for a free consultation.

  • New on Thumbtack
About

Duisters & Parvizi is a specialty firm focusing on the areas of estate planning and trust administration. We are devoted to providing our clients with comprehensive and tailored legal services in a cost-effective manner. Our firm can help you plan for your family's future and protect your assets, keeping in mind your personal circumstances and goals. It is never too early or late to draft a will or trust. At Duisters & Parvizi, we can advise you and protect your assets every step of the way.

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