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Security Planning Group, Inc.
2211 Encinitas Boulevard, Encinitas, California, United States
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About the Security Planning Group, Inc.
Security Planning Group, Inc. is a lawyer institution located at 2211 Encinitas Boulevard, Encinitas, California, United States. They specialize in helping individuals have a say in what happens to themselves, their loved ones, and their assets when they are unable to make decisions. They offer services such as setting up Special Needs Trusts to manage assets for beneficiaries and reviewing estate plans to ensure that legacies are passed on according to wishes. The institution is run by the experienced legal team at The Law Offices of Joseph Adelizzi, who have been in practice for 35 years and have helped numerous families with estate planning. Founder Joseph Adelizzi is a caring and knowledgeable attorney who is dedicated to providing excellent service to his clients. Whether you are looking to set up a living trust or need assistance with other legal matters, Security Planning Group, Inc. is here to help you navigate the estate planning process with ease.
Photos of Security Planning Group, Inc.
2211 Encinitas Blvd 2nd floor, Encinitas, CA 92024, United States
Reviews of Security Planning Group, Inc.
"After months of searching and interviewing estate planning attorneys, my husband and I chose Joe Adelizzi to help us update our family trust. During our first appointment with him, we felt secure in his expertise and experience and appreciated his up-front explanations. He described the scope of services, fees, and other contract information, all detailed in written format for us to review at home before making a decision. He is easy to talk to, a great listener and answered our many questions clearly and patiently in person and on the phone. Earlier this month, we signed and received the completed estate planning documents in an easy to read, organized portfolio binder, all updated with the changes exactly as we requested. He is available to us over the next year without charge for amendments and updates to our trust if we choose to make changes. Joe’s explanations and advice plus future availability confirm that we chose the right attorney."
"Joe was my mother’s attorney and provided fantastic service. The sadness of losing my mother was eased by the excellent preparations he put in place to ensure a smooth transition after her passing. As a result, I have used him for my own estate planning as well. He is an excellent listener, focusing on where you are and where you want to go without pushing an agenda on you. While this is not a topic anyone is anxious to think about, much less plan for, I feel much more secure and organized after his help. I can not recommend him strongly enough."
"I had the pleasure of using Joe's services for a family trust matter and legal separation. He is extremely profession and very helpful at explaining every step in the process to ensure that I understood what was happening and that things were being done the best for me. Joe is definitely one of the best attorneys around and I would recommend him to all my friends and family for legal needs."
"I had my estate plan prepared by Mr. Adelizzi and was very pleased. After my parents passed away, I realized how important it was to get this taken care of so that someday my kids did not have to go through the situation my siblings and I did. He explained every document to us and took the time to explain the importance of each. He prepared a comprehensive package with all documents together in a binder. He is also an extremely nice guy that really makes you feel at ease during the process. If you are looking for a trustworthy and knowledgeable attorney, he is your guy!"
"Joe is personable and professional, and helped us redo our trust that was sorely outdated. He brought to our attention pertinent details that would affect the legal foundation of our trust. We have known Joe for years, he has earned our trust and respect. We highly recommend him to anyone new to this area, or a long-time resident in need of reliable and proficient legal service."
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