Estate planning and living trusts, from Carlsbad Village.
One firm holds the whole position: the plan, the entities, the property, and the fight if a matter ever turns. Serving families across San Diego County.
Ten minutes from most of our clients.
A real door, on a real street.
We took an office here because the families we serve are here, and because a firm that holds your whole position should be somewhere you can walk into. Park on the street, come up one flight, and the coffee is already on.
300 Carlsbad Village Drive, Suite 108
Carlsbad, California 92008
Send us the plan you already have.
Most plans we read are signed and half-finished. The trust was never funded. A beneficiary form still names a first spouse. The rental property is still titled in a personal name, which is the one mistake that undoes everything above it. We will read what you have, against current California law and against your actual balance sheet, and tell you plainly what is exposed.
The plan review
- Flat fee, $750
- One week
- Written findings, in plain English
- No obligation to engage us for the fix
Drop the documents by the office or email them. Either is fine.
Three things, priced.
Most estate work is knowable in advance, so we quote it in advance.
Most people at this level run a committee that never meets.
A lawyer for the documents. An accountant for the filings. A wealth manager for the portfolio. A broker for the deal. Each is good inside a lane and blind outside it, and you are left holding the whole thing. Worse, every handoff between them is a place privilege is not: a plan discussed across four firms leaks at every seam. Here the conversation happens once, inside one firm, under attorney-client privilege. And because we are a law firm, the people who built the structure are the people who can defend it.
The rest of the position.
Formation, governance, buy-sell agreements, and getting a company ready to sell.
When someone has died, with or without a plan in place.
Deeds, holding structures, and moving property where it belongs.
Coordinated with the plan rather than filed after it.
For a small number of clients, the whole position held by appointment. Not advertised.