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.
I started this practice because I kept meeting people whose lives had outgrown their advice. Nobody held the whole thing, so they did, usually at midnight.
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.
Strategy developed inside counsel is protected. The same plan spread across four firms is not.
No products, no commissions, no assets under management. We can tell you to wait, or to do nothing.
The firm that will defend a structure is the firm that built it. Rarely mentioned, and it changes everything upstream.
A firm that takes everyone has judgment worth nothing, and judgment is what you are buying.
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.
Most estate work is knowable in advance, so we quote it in advance.
A revocable living trust, pour-over will, durable and medical powers of attorney, and an advance directive. Funded, not merely drafted: we retitle the accounts and record the deeds ourselves.
An LLC or corporation formed properly and then actually used: operating agreement, EIN, and the property or business moved into it with the title work done and the insurance and lender notified.
An audit of the plan you already have. What is unfunded, what is stale, what is titled wrong, and what has changed in the law since you signed.
Carlsbad, Encinitas, Oceanside, Del Mar, Rancho Santa Fe, Solana Beach, La Jolla, Vista, San Marcos, San Diego.
300 Carlsbad Village Drive, Suite 108, Carlsbad, California 92008
Flat fee, written findings in one week, and no obligation to have us fix anything we find. If you have no plan at all, call and we will tell you what you need.
Estate planning ·
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