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.
North County San Diego
Eric B. Malin, counselSend 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.
- Flat fee, $750
- One week
- Written findings, in plain English
- No obligation to engage us for the fix
Three things, priced. Most estate work is knowable in advance, so we quote it in advance.
The Trust
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.
The Entity
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.
The Review
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.
One table instead of fourMost 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.
Under privilege
Strategy developed inside counsel is protected. The same plan spread across four firms is not.
Nothing to sell
No products, no commissions, no assets under management. We can tell you to wait, or to do nothing.
We can litigate
The firm that will defend a structure is the firm that built it. Rarely mentioned, and it changes everything upstream.
We decline work
A firm that takes everyone has judgment worth nothing, and judgment is what you are buying.
The rest of the position.
- Business & entities. Formation, governance, buy-sell agreements, and getting a company ready to sell.
- Probate & trust administration. When someone has died, with or without a plan in place.
- Real estate & titling. Deeds, holding structures, and moving property where it belongs.
- Tax posture. Coordinated with the plan rather than filed after it.
- Private counsel. For a small number of clients, the whole position held by appointment. Not advertised.
300 Carlsbad Village Drive, Suite 108Start with the plan you already have.
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.