Don't let poor planning put everything you've worked for at risk. At San Diego Legacy Law, we create estate plans and asset protection strategies that help clients prepare for retirement, guard against the financial strain of long-term care, and leave a financial legacy for their loved ones.

Advanced Planning

Advanced estate planning is a necessary step for those who have over $5 million in assets. This type of planning goes beyond a basic will and involves strategies to minimize taxes, protect assets and heirs, and ensure that health care and financial decisions are made according to the individual's wishes. Many people are surprised to learn that their estate is advanced and and should consult with a professional to ensure their assets are protected.

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Conservatorships

If a loved one becomes incapacitated or can no longer care for themselves, how can you help? And what is the legal process in California that gives you the power and authority to manage their health and personal affairs, along with necessary financial matters? One method provided in California law is a conservatorship.

Estate Planning

At San Diego Legacy Law, we believe life is a gift. A comprehensive estate plan allows you to make the most of every moment and brings peace of mind knowing that you and your loved ones will be prepared for whatever the future holds. When you choose to work with our estate planning attorney, you can be assured that we'll go beyond simple document preparation to help you make informed decisions about planning for long-term care needs, passing assets to heirs, minimizing tax liability, and much more.

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Probate

Probate is the legal process of settling a person's estate. It typically involves a number of steps, including proving the validity of the will, inventorying the deceased person’s property, paying outstanding debts, and distributing assets to heirs according to the terms outlined in the will. If you’ve been named the executor of a loved one's estate, contact San Diego Legacy Law for assistance with the probate process in California.