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Call Us Today
(619) 440-5242
Call Us Today
(619) 440-5242

Estate Planning

Wills, Trust and Probate Administration Lawyers

Estate Planning

We work with individuals of all walks of life, from young couples to those approaching retirement.  We helpi your affairs in order to ensure the orderly administration of your estate upon death. When you hire us to assist you, we will take the time to learn all as we can about your family, financial situation, and will assist you to acheive your goals. We will present options to you, including the use of trusts, partnership, limited liability companies to avoid probate, and the benefits of lifetime gifts.
Once you have determined which approach is in your best interests, we will prepare the documents necessary to put your estate plan in place, including:
  • Wills
  • Trusts
  • Powers of attorney
  • Healthcare directives
  • Living wills
Trust and Probate Administration

We work closely with trustees, executors, administrators and personal representatives, to help settle your estate without probate.  We also stand ready to present petition to the court, if necessary. We will assist you with:

  • Preparation of appropriate statutory notices
  • The preparation and filing of appropriate petitions
  • The preparation and filing of an inventory of the assets of the estate
  • Obtaining valuations of property in the estate, if necessary
  • Locating heirs
  • Payment of all final debts and taxes

Contact Our Office To arrange a free consultation with one of our El Cajon estate planning lawyers, contact us online or call our office at 619-312-4509.. We will meet with you weekdays between 8:30 a.m. and 5 p.m.

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