Frequently Asked Questions

  • Estate Planning is an umbrella term that covers different types of documents to help you plan for the future.

    An Estate Plan can include a combination of any of the following:

    • Trust

    • Will

    • Power of Attorney

    • Advance Health Care Directive

    All of your documents make up your estate plan.

  • I sure am! I am located in the heart of San Diego, but I am happy to help you no matter where in California you live!

  • In person planning and signing meetings coming this this Fall!

    A telephone consultation will be required before an in-person meeting can be scheduled.

    In the meantime, please schedule a virtual meeting (video chat and telephone).

  • Two reasons:

    1. Accessibility: Estate planning should not be exclusive to the wealthy.

    2. Virtual Only Appointments: Fancy office buildings are great, but the cost of them gets passed on to the clients.

  • That depends on your specific needs. DIY estate planning services are great for people with very simple estate plans. The downside of these services is that there is no one to tell if your estate plan falls into that category.

    The benefit of hiring me is that you will get one-on-one service instead of a canned estate plan that may or may not make sense for your needs. I will guide you through the process and be there to answer all of your questions along the way!

  • I am not a tax attorney. If you need tax assistance, I will be happy to refer to you a local tax attorney.

  • I am sorry to hear about the loss of your loved one. Unfortunately, I am not assisting with trust administration or probate matters at this time.