TOP 30 Best Estate planning near me in Carlsbad, California

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.

Leslie Legal Group is a reputable law firm located at 1808 Aston Avenue in Carlsbad, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Leslie Legal Group is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted legal resource in the United States. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The William Rogers Company, located in San Diego, California, is a leading institution in the fields of accounting and finance. With over 25 years of experience, we offer expert counsel to businesses, individuals, and families in areas such as tax planning, financial services, trusts, and establishing family legacies. Our divisions, ASCEND Business Advisory and Sterling Tax Advisors, provide a comprehensive range of services to help businesses and individuals thrive. ASCEND Business Advisory specializes in transforming businesses through accounting, tax, and innovative advisory services, while Sterling Tax Advisors caters to individuals and families with services such as tax planning, wealth preservation, and legacy establishment. With recent business acquisitions, we have expanded our offerings to better serve our clients with a holistic approach.

McKinnon Law Firm, located at 2725 Jefferson Street in Carlsbad, California, is a dedicated institution specializing in family law and estate planning. Whether you are facing a divorce, custody battle, or need assistance with your estate plan, our team of experienced attorneys is here to provide you with personalized solutions tailored to your specific legal needs. Legal issues can be emotionally challenging, especially when they involve family matters. Our Carlsbad divorce attorneys understand the complexities of family law and estate planning, and approach each case with empathy, understanding, and attention to detail. We serve clients throughout North San Diego County, including Carlsbad, Oceanside, Vista, and more.

Erica Bloom Law is a reputable law firm located at 1808 Aston Avenue in Carlsbad, California. Specializing in various legal matters, the firm is known for providing top-notch legal services to its clients. With a team of experienced lawyers, Erica Bloom Law is dedicated to offering personalized and professional representation to individuals seeking legal assistance. Whether you are facing a legal dispute or need legal advice, Erica Bloom Law is here to help you navigate the complexities of the legal system. Contact them today for expert legal guidance and support.

The Law Offices of Laura J. Farris is a reputable legal institution located at 2725 Jefferson Street in Carlsbad, California. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, Attorney Laura J. Farris provides expert legal guidance and representation to clients throughout the United States. With a commitment to excellence and personalized attention to each case, the Law Offices of Laura J. Farris is dedicated to achieving the best possible outcomes for their clients. Contact them today for professional legal assistance.

Edward Jones - Financial Advisor: Matt Leonard, CFP® is a reputable financial institution located at 2121 Palomar Airport Road in Carlsbad, California, United States. As a Certified Financial Planner (CFP®), Matt Leonard provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matt Leonard, CFP® is dedicated to providing top-notch financial services to individuals and families in the Carlsbad area.

Justin Tisdale, CPA is a leading accounting and finance institution located at 2173 Salk Avenue in Carlsbad, California, United States. Specializing in both accounting and financial planning, Justin Tisdale, CPA offers a unique combination of services to help clients maximize their financial potential. By working with a CPA who is also a financial planner, clients can benefit from a comprehensive approach that takes into account their entire financial picture. Whether you are looking to file taxes, plan for retirement, or invest wisely, Justin Tisdale, CPA can help you discover unique planning opportunities and create a strategy that aligns with your financial goals. Trust in Justin Tisdale, CPA to provide personalized and expert financial advice that can help you achieve financial success.

The Law Offices of Ryan McFarland is a reputable institution located at 2292 Faraday Avenue in Carlsbad, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to clients in need of expert advice and representation. With a focus on delivering personalized solutions tailored to each individual's unique needs, we strive to ensure that our clients receive the highest level of support and guidance throughout their legal and financial matters. Trust The Law Offices of Ryan McFarland to handle your accounting, finance, and legal needs with professionalism and expertise.

Van Riper & Messina CPAs, Inc. is a reputable accounting and finance institution located at 6096 Innovation Way in Carlsbad, California, United States. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need assistance with your personal finances or complex corporate accounting, Van Riper & Messina CPAs, Inc. is dedicated to helping you achieve your financial goals.

Located in Woodland Hills, California, the Artists Business Management Group (ABMG) has been a trusted provider of accounting services for entertainment professionals for over 30 years. Specializing in tax, estate, financial, and investment guidance, ABMG prides itself on offering personalized and comprehensive plans to help clients achieve financial success. Led by founder Larry Lerner, the team at ABMG consists of industry experts who are dedicated to providing top-notch consulting, tax, and advisory services to clients in the entertainment and artist industry. From tax planning and preparation to estate and trust management, ABMG offers a wide range of services to help clients navigate the complexities of financial management. With a commitment to accuracy and quality, ABMG is the go-to firm for all your business and personal financial needs. Visit us at our Woodland Hills location or reach out to us at our other offices in Carlsbad and Thousand Oaks.

Transworld Business Advisors of San Diego North is a reputable finance and real estate agency located at 701 Palomar Airport Road in Carlsbad, California. Our experienced team specializes in helping clients buy and sell businesses, as well as assisting with commercial real estate transactions. With a strong network and deep industry knowledge, we provide personalized services to meet the unique needs of each client. Whether you are looking to expand your business or invest in a new property, Transworld Business Advisors of San Diego North is here to help you achieve your goals. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

The Law Offices of C. Bradley Patton is a reputable legal institution located at 5857 Owens Avenue in Carlsbad, California. Specializing in providing top-notch legal services, Attorney C. Bradley Patton offers expert legal advice and representation in various areas of law. With a commitment to excellence and a track record of successful cases, clients can trust the Law Offices of C. Bradley Patton for their legal needs.

Wells Fargo Advisors is a reputable financial institution located at 5800 Armada Drive in Carlsbad, California, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment options and personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Wells Fargo Advisors is committed to helping you make informed decisions and build a solid financial foundation.

BluWater Crossing is a premier real estate agency located at 6790 Embarcadero Lane in beautiful Carlsbad, California. Our team of experienced agents is dedicated to helping clients find their dream homes or investment properties in this desirable coastal community. With a focus on personalized service and attention to detail, BluWater Crossing is committed to making the buying or selling process as smooth and seamless as possible. Whether you are looking for a beachfront property, a luxury estate, or a cozy starter home, we are here to assist you every step of the way. Contact us today to start your real estate journey with BluWater Crossing.

Branfman Mayfield Bustarde Reichenthal LLP is a prestigious law firm located in Carlsbad, California. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with business law, real estate transactions, estate planning, or litigation, the skilled attorneys at Branfman Mayfield Bustarde Reichenthal LLP are here to help. Conveniently located at 2011 Palomar Airport Road, this firm is known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Trust Branfman Mayfield Bustarde Reichenthal LLP to handle all of your legal needs with care and precision.

Wakefield Law Firm, located at 7040 Avenida Encinas in Carlsbad, California, is a boutique law firm specializing in various areas of law including real estate, community association (HOA) law, business disputes, and estate planning. Lead attorney Danielle Wakefield has over 21 years of experience and is known for her personalized attention to clients, fast communication, and proven track record of achieving favorable results. Clients praise her as a zealous advocate who goes above and beyond to ensure their best interests are represented. Wakefield Law Firm serves clients in San Diego, Orange County, Los Angeles County, Riverside County, and San Bernardino County. Contact Wakefield Law Firm for expert legal representation and guidance.

Curtolo Law is a reputable law firm located in Carlsbad, California, specializing in various areas of law such as personal injury, criminal defense, and family law. With a team of experienced and dedicated lawyers, Curtolo Law is committed to providing top-notch legal representation and personalized service to each client. Whether you are facing a legal dispute or seeking legal advice, Curtolo Law is here to help. Visit us at 1265 Carlsbad Village Drive to schedule a consultation and learn how we can assist you with your legal needs.

The Law Offices of Kroger-Diamond & Campos APC is a reputable law firm located at 7220 Avenida Encinas in Carlsbad, California, United States. Specializing in various legal services, their team of experienced lawyers are dedicated to providing top-notch representation and guidance to their clients. Whether you are in need of assistance with personal injury cases, business law matters, or estate planning, the professionals at Kroger-Diamond & Campos APC are committed to delivering excellent legal services with integrity and expertise. Contact them today for a consultation to discuss your legal needs.

The Law Office of Annette Hall Neville is a reputable legal institution located at 2888 Loker Avenue East in Carlsbad, California. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, Annette Hall Neville and her team provide expert legal counsel and representation to clients in need. With a track record of successful cases and satisfied clients, this law office is committed to delivering top-notch legal services tailored to each client's unique needs and circumstances. Whether you are facing a legal dispute, planning for the future, or navigating a complex business matter, the Law Office of Annette Hall Neville is here to help you achieve the best possible outcome.

La Costa Paradiso is a premier real estate and travel agency located at 1720 Catalpa Road in Carlsbad, California, United States. Specializing in luxury properties and exclusive vacation rentals, La Costa Paradiso offers clients a unique blend of top-notch service and unparalleled expertise in the real estate and travel industries. Whether you're looking to buy a dream home or plan a once-in-a-lifetime getaway, La Costa Paradiso is your go-to destination for all your real estate and travel needs. Experience the ultimate in luxury living and travel with La Costa Paradiso.

Rodrigo Oliva - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located in Carlsbad, California. Specializing in providing personalized wealth management solutions, Rodrigo Oliva offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Rodrigo Oliva is dedicated to helping individuals and families navigate the complexities of wealth management. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Rodrigo Oliva - Private Wealth Advisor is committed to helping you secure your financial future.

Lawrence Tax Service is a reputable accounting and finance institution located at 5650 El Camino Real in Carlsbad, California, United States. With years of experience in the industry, our dedicated team of professionals provides top-notch tax services to individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, we are here to help you navigate the complex world of taxes with ease and efficiency. Trust Lawrence Tax Service for all your accounting and finance needs.

The Tradition Apartments is a premier living community located at 1901 Cassia Road in Carlsbad, California. Situated in the beautiful Coastal North County area, residents enjoy easy access to top attractions such as Palomar Airport, La Costa Resort, Four Seasons Resort Aviara, and Carlsbad State Beach. Additionally, the community is just a short drive away from Camp Pendleton, Del Mar, and Downtown San Diego. At The Tradition Apartments, residents can expect luxurious amenities and exceptional service. The community was thoughtfully designed to provide a comfortable and convenient living experience. With a variety of floor plans to choose from, residents can find the perfect space to call home. Whether relaxing by the pool, working out in the fitness center, or hosting friends in the clubhouse, there is something for everyone to enjoy at The Tradition Apartments. Welcome home to The Tradition!

County Law Center is a reputable legal institution located at 1901 Camino Vida Roble in Carlsbad, California. Specializing in various areas of law, the team of experienced lawyers at County Law Center provides top-notch legal services to clients in need of professional representation. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance on business law matters, the skilled attorneys at County Law Center are dedicated to helping you navigate the complexities of the legal system. Trust County Law Center to provide you with expert legal advice and representation in a professional and efficient manner.

Chamberlain Property Management is a reputable finance and real estate agency located at 2653 Roosevelt Street in Carlsbad, California, United States. With a team of experienced professionals, Chamberlain Property Management offers expert services in property management, real estate investment, and financial advising. Whether you are looking to buy, sell, or rent a property, Chamberlain Property Management is committed to providing top-notch service and personalized solutions to meet your needs. Trust Chamberlain Property Management to help you navigate the complex world of real estate and finance with confidence and ease.

New York Life Insurance, located at 2921 Via Ipanema, Carlsbad, California, is an insurance agency that offers a variety of permanent policies with guaranteed death benefits and cash value that grows over time. They provide long-term coverage that is customizable to individual needs and budgets, with the option to invest policy cash value in the market. The institution also offers assistance for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. Additionally, they provide insurance solutions for employees, executives, business owners, and small businesses. With over 12,000 agents nationwide, New York Life Insurance is committed to helping families protect their financial futures and prosper. They offer best-in-class products and solutions, and have a strong focus on diversity, responsibility, and community service. Through their philanthropic efforts, including charitable donations and volunteer hours, New York Life is dedicated to making the world a better place. With high financial strength ratings and a mission to support communities, New York Life Insurance is a trusted partner for all financial needs.

Loftin | Bedell, P.C. is a reputable law firm located in Carlsbad, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a proven track record of success, Loftin | Bedell, P.C. is the go-to firm for individuals seeking expert legal representation in the Carlsbad area. Contact us today at 2540 Gateway Road to schedule a consultation and see how we can assist you with your legal needs.

Welcome to U.S. Bank Branch located at 770 Carlsbad Village Drive in the heart of Carlsbad, California. As a trusted name in banking and finance, we are committed to providing exceptional service and comprehensive financial solutions to meet all your personal and business needs. Our Carlsbad branch offers a wide range of services, including personal banking, business banking, loans, mortgages, investment advice, and wealth management. Our team of experienced professionals is dedicated to helping you achieve your financial goals with personalized attention and expert guidance. Visit us today to experience the friendly and efficient service that sets U.S. Bank apart. Whether you're opening a new account, seeking financial advice, or managing your daily banking needs, we're here to assist you every step of the way.

Welcome to Coldwell Banker Realty, your trusted real estate partner located at 505 Oak Avenue, Carlsbad, California. As part of the nation's oldest real estate organization, founded in 1906, we are committed to professionalism and exceptional customer service, helping families make their homeownership dreams a reality. Situated just two blocks from the beach, our Carlsbad office serves the vibrant communities of Carlsbad, Oceanside, Encinitas, Cardiff by the Sea, Del Mar, Leucadia, Vista, San Marcos, Escondido, San Diego, Temecula, Fallbrook, Bonsall, Murrieta, and San Clemente. Our team of over 70 dedicated agents and support staff is equipped with the expertise and resources to ensure a smooth and satisfactory transaction for every client.