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San Jacinto Estate Planners

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

Top Pro
  • 4 years in business
  • 61 hires on Thumbtack
  • Top Pro on Thumbtack
Marlene I.
Verified review

Tiffany came to our house to do our estate planning. She was on time and professional and explained how it works. We would definitely recommend Tiffany to friends and family.

Law Offices of Marc Grossman
4.2
from 18 reviews
  • 20 years in business
  • 38 hires on Thumbtack
James B.
Verified review

I found Mr. Grossman and his office to be very attentive to my needs cared very much about what I was going through and wanted the best for me and got the best results that I could've possibly hope for my legal needs, I would recommend him for anyone and everyone that I know that needed attorney thank you Mr. Grossman for taking care business for me

  • 6 years in business
  • 14 hires on Thumbtack
Gregory O.
Verified review

I had been emailing Angela with Solutions for weeks telling her I was expecting to receive real estate sales contracts for her review "at any time." It took nearly a month. When I did finally receive the documents, she reviewed them and gave me her opinion in less than 24 hours. Her responsiveness and professionalism was exceptional, and her fees were a small fraction of what a lawyer would have charged for the same service. I recommend Angela with Solutions wholeheartedly!

  • 4 years in business
  • 5 hires on Thumbtack
Scott H.
Verified review

Meet Lauren half way through my csse in Rancho court house.I was unhappy with results from my previous lawyer and his inability to make any forward progress in case. Lauren looked over my case and was very confident she could help me and she did.She gave me a price worked out payment plan and from the day she started on my case i started having new hope.Felony and all three original charges dropped and finalized without trial..Can't say thank you enough.

Law Office of Jan A. Meyer
5.0
from 2 reviews
  • 7 years in business
Gregg M.
Verified review

This is my second time working with Jan Meyer for my estate planning needs. Jan is very knowledgable, professional and enjoyable to work with, but in addition to all these qualities she is honest and fair with her pricing. The other attorneys I contacted were more concerned about their outrageous fees. Jan really cares about her clients and wants to do a quality job. I trust Jan and highly recommend her services.

  • 3 years in business
Natalie P.
Verified review

Alyssa helped me not only with my life insurance for myself, husband, and three 3 kids, but went over estate planning with me as well. I loved that it was online, because it allowed me to take my time with my husband to really plan out what we wanted our will and trust to cover. She makes everything super easy!

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.

About

I offer a full range of estate planning services from simple wills to complex trusts. I am an experienced lawyer who provides excellent service. I have a large list of satisfied customers in south Orange County.

About

Esther C. Wang is an attorney who has been providing quality legal services since 1991. Esther is an accredited attorney by the U.S. Department of Veterans Affairs to represent veterans and their spouses to apply for VA benefits. Esther is an approved continuing education provider by the California Board of Behavioral Sciences and the California Board of Registered Nursing. Esther is also a member of the National Academy of Elder Law Attorneys, California State Bar Association, and the San Bernardino County Bar Association.

About

We offer highly customized estate planning at highly competitive rates. Plans are drafted on highly rated WealthDocx platform by a 25-year attorney trained as tax lawyer. If you complete the questionnaire, there is no charge for a free, two-hour design meeting. Fees are quoted at end of meeting, with no obligation to proceed. Fees are under a thousand for simple plans, higher if you want to do more. See our website for published fee ranges. For best results, register to attend one of our free estate planning seminars, offered weekly.

About

My Estate Plans are written in plain english with a minimum of legalese. I am accesible to my clients to answer all of their questions.

About

I am an experienced Claremont, CA bankruptcy, probate and estate planning lawyer. Too much debt? Learn how to protect yourself from harassing creditors. Get access to free, informative, no-obligation bankruptcy videos. This valuable information will help clarify many of your questions before you decide to hire a lawyer. After you see the videos, call me and schedule your free, no-obligation 45-minute consultation and case evaluation. Should you allow me to serve as your attorney in filing for bankruptcy, as a thank you and commitment to you, I am including three (3) special bonuses. These incredibly informative materials will give you additional knowledge on how you can get you back on your feet as quickly as possible so you can start a fresh new life! 1. How to build your credit. 2. Complete workbook to budgeting and managing your money. 3. Life after bankruptcy -- what you need to know after filing bankruptcy!

  • 18 years in business
About

We are an Aliso Viejo based boutique estate planning firm. We have done over 400 plans and reviewed a thousand. Our clients include every day folks wanting to avoid Probate and ensure their assets transfer to their loved ones, to million dollar business owners and estates over $12,000,000 requiring asset protection and estate tax solutions.

About

Effective representation of individuals and families is not simply a matter of responding to present needs and resolving disputes; it is also a matter of planning and making arrangements for the future. Estate planning allows people to provide direction regarding the management and transfer of their assets before and after death. In addition, good estate planning allows you to retain control over health care decisions, if you become incapacitated.

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

I am experienced attorney serving Riverside, San Bernardino, Los Angeles, and Orange counties. I handle bankruptcy, DUI, criminal, estate planning, personal injury, and civil cases.

About

Kimberly Lessing is an attorney dedicated to providing customized legal solutions to individuals, families, and businesses. Her practice areas include Estate Planning, Estate Administration, Probate, and Business Law. Ms. Lessing works with clients and their financial team to “plan, provide, and protect” their estates, businesses, and most importantly, the ones they love.

  • 12 years in business
About

While our attorneys each have unique backgrounds, education, and experiences, they share the common goal of providing outstanding legal counsel and unmatched professional service to individual and small business clients. Whether you are a plaintiff or a defendant, whether your case is simple or complex, and whether you are an individual or small business, we will provide personalized attention and provide you with the representation you need. Nathan Fransen, Esq. Nathan's background is in the real estate and mortgage industries. Prior to becoming an attorney, Nathan managed a branch office for a national lender and operated his own brokerage that was licensed in several states with offices throughout California. Laws relating to mortgage lending and real estate issues are complex but Nathan's background is helpful in identifying key issues and expeditiously resolving matters. Real Estate and Mortgage Brokers often consult Nathan to ensure proper compliance with the ever-changing laws affecting their business. Nathan obtained his Juris Doctorate from Chapman University School of Law in 2005 and is admitted to practice in all state and federal courts throughout California. Nathan also received a certificate in Environmental, Land Use and Real Estate from Chapman University School of Law in 2005. Paul J. Molinaro, M.D., J.D. Having been an active real estate investor and broker, Paul experienced first-hand, the good, bad, and the ugly of the real estate world. In his law practice, Paul has seen the tricks employed by unscrupulous brokers, agents, inspectors, notaries, and escrow officers. He has seen buyers and sellers play fast and loose with disclosure laws regarding home sales and rentals. He witnessed borrowers promised an affordable loan only to get get loans they can't pay, buyers buy homes with undisclosed defects, sellers back out of sales contracts without good cause, escrow companies abscond with funds, and other illegal activities. Paul takes pride in representing people and small businesses who have been victimized during real estate transactions. In addition to his experience as a broker, Paul brings over 19 years as a practicing physician in the fields of Family Medicine, Occupational Medicine, and Urgent Care Medicine into his legal practice. He provides his clients with the same high degree of loyalty and quality care given to his patients. His unique educational background and experience, covering the fields of medicine and law, are what sets Paul apart from other attorneys. Paul enjoys practicing in all areas of real estate and mortgage law, but also handles catastrophic medical malpractice matters involving birth trauma or surgical errors. Applying the team approach he learned in the medical field, Paul works closely with seasoned, experienced, and successful trial attorneys, top notch medical experts, investigators, and other personnel to fully meet the needs of his clients and provide cutting edge legal representation. Sometimes, "When you need a lawyer, you should call a doctor!" Getting Reviews Such As: "Professional, knowledgeable and their no-nonsense approach are what makes them stand out positively from the rest. They receive the highest marks in our book." "Thanks to Mr. Paul Molinaro and his staff, I saved $170,000. Put your faith in them, they know what they are doing. Thank you Paul Molinaro for being so patient with my case." "Great people to work with. Honest, speedy, and dependable went exactly as planned/described. I would use their services again if needed." "They have assisted us with a number of things. They have helped us successfully file for a Chapter 7 Bankruptcy and have assisted us with a Short Sale, as well." "My husband and I highly recommend Fransen and Molinaro and their associates. They have helped us get through some of the most difficult times in our lives." "All of the associates have been extremely helpful and when necessary speak in "layman's" terms so that understanding complicated terminology is not as difficult and intimidating." "We have already referred a close friend to their firm and will continue to refer others in the future." " Fransen & Molinaro did my Chapter 13 bankruptcy . When I had no idea what to do, they helped me get through that time with dignity and hope for the future. I have recommended them to family and friends and will continue to do so." " Gregg Eichler was the third attorney that I met with. He looked me directly in the eye and told me that I was not my FICO score, that it was just a number. He assured me that he and his staff would help me through this process. They treated me with absolute dignity and respect, something that I didn't have for myself any longer. I could not have asked for a better team. I will highly recommend them to anyone that is in this same situation." "Having just completed a Chapter 7 Bankruptcy using Fransen & Molinaro , I give them a perfect 10. Everything happened exactly as they said it would. They communicated status changes/up-dates in a timely fashion." "I live in Northern Ca., and each time that I have needed Mr. Fransen he has been here." "Being in the service business myself I have found the firm to be upfront with me and do its best to manage my expectation even though in some cases I felt desperate to move quickly. The firm explained things to me in a way that helped me to relax and overcome my desperation and anxiety and I am glad because the outcome was as they explained and favorably."

About

I have had my own law practice with a primary focus on estate planning for over twenty years. I place special emphasis on estate planning, especially trusts, both revocable and irrevocable, inter vivos (living) and testamentary. Services include meeting with drafting estate provisions and documents including trusts, wills, powers of attorney for health and property, with particular emphasis on asset protection, special needs, spendthrift and tax planning (estate, gift and capital gains). Practice includes real property transactions, estate negotiation and settlement as well as business advice and setups. I am also engaged in business advice/consultation, asset protection and investment management matters.

Q & A

Answers to commonly asked questions from the experts on Thumbtack.

What kind of lawyer does wills?

No one likes talking about death, but it’s better than leaving your children or siblings to sort out your estate. A clearly planned will can make the time of mourning easier for everyone. An estate attorney will develop a legal will, create trusts on your behalf, and ensure the proper execution of your estate after you pass away.  

Family attorneys and estate attorneys, also called probate and wills attorneys, can each prepare wills. The type of lawyer best suited to prepare your will depends on your situation. Most family attorneys provide services to prepare basic wills, including bequeathing property and personal items to family or naming a guardian for minor children. However, estate attorneys specialize in preparing wills in more complex situations. Consider hiring an estate attorney if you:

  • Have a large number of assets, especially those subject to estate taxes
  • Want to create a trust, such as allowing a spouse to live in your home until he or she dies and then leaving it to your children, or set up long-term care for a beneficiary
  • Have an ownership stake in a business
  • Expect someone to contest your will
  • Want to disinherit your spouse

How much does it cost to have a living will?

Either a family attorney or an estate, or wills, attorney can help you prepare a living will, either as part of your general estate planning or as an individual document. The cost typically ranges from $250 to $500, depending on your attorney’s fees; some charge by the hour, while others have a flat rate for writing a living will. Some states require living wills to be notarized, which adds an average of $5 to $15. In a living will — also called an advanced healthcare directive — you specify whether you want to be kept on life support if you become terminally ill or lapse into a persistent vegetative state. You can also answer other important questions in a living will like your preferences for tube feeding, artificial hydration and pain medication in situations when you cannot communicate your wishes on your own.

How do you find a good lawyer for wills?

Estate planning is an important part of financial planning, so it’s important to find the right attorney to prepare your will. Although most family attorneys can put together a basic will, you may want one who specializes in wills and estate planning, especially if you have a lot of assets or a dependent to take care of. You may need an attorney who has expertise in planning and executing trusts and a background in taxes. Ask how the attorney charges; some charge by the hour, others have a set fee for writing wills, and some charge a percentage of the total value of the estate. Make a list of several potential wills attorneys to interview. Make sure you make a strong personal connection with your attorney — you need to be comfortable telling him or her personal, confidential information about your life, and you need to feel that the attorney is committed to solving any problems that may arise while writing your will. Also find out how long the attorney has practiced estate law and whether he or she has handled wills similar to yours.

How much should an estate plan cost?

The cost of an estate plan depends largely on the number of parts it includes and the complexity of the documents. The most basic estate plan is simply a will, but it may also include designating power of attorney or a health care proxy to another person, writing a living will, or making a HIPAA authorization. The average national cost to make an estate plan ranges from $350 to $900, but can cost much more in complicated situations. For example, an estate attorney may charge only $900 to prepare a basic will providing outright distribution — meaning that property and assets are distributed upon death. Writing a more complicated will and holding assets in trusts can cost $3,000, or more. The process of creating an estate plan generally takes two to four weeks, starting with the initial consultation with the wills attorney to identify areas of concern in order to design an estate plan that fits your goals and budget. Once an estate plan is written, the attorney meets with the clients, a notary, and two neutral witnesses to review and sign the plan and associated documents.

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