TOP 30 Best Senior estate planning in San Diego, California

Andrew Paul- Veteran Advocate in San Diego is a finance institution located at 8400 Miramar Road, California, United States. As the Branch Manager, Andrew Paul offers personalized service, competitive rates, and efficient loan processing for clients looking to purchase their own home. Licensed in multiple states, including CA, AL, AR, and more, Andrew and his team are dedicated to helping clients navigate the mortgage loan process from start to finish. With a focus on customer satisfaction and exceeding expectations, Andrew Paul is committed to helping clients achieve their American Dream of homeownership. Contact Andrew Paul today to get pre-approved and take the first step towards owning your new home.

Jenkins & Jenkins, Estate Planning Attorneys, located at 7220 Trade Street in San Diego, California, is a team of experienced trust and estate planning attorneys dedicated to guiding you through the legal process with personalized care and attention. From drafting documents to explaining them in personalized videos, we strive to make the estate planning process as easy and convenient as possible for you. If you're dealing with the loss of a loved one or navigating the Probate process, our team is here to help. We offer virtual consultations and handle all necessary paperwork to move your case along efficiently. Additionally, we can connect you with professionals to assist with selling property, making repairs, filing taxes, and more.

Milda Goeriz, Trust and Estate Planning Attorney is a reputable institution located at 11622 El Camino Real in San Diego, California. Specializing in accounting, finance, and legal services, Milda Goeriz offers expert advice and guidance in trust and estate planning. With years of experience and a commitment to providing personalized solutions for each client, Milda Goeriz is dedicated to helping individuals and families navigate the complexities of estate planning with confidence and peace of mind. Trust Milda Goeriz to provide comprehensive and reliable services for all your trust and estate planning needs.

Preston Estate Planning, located in San Diego, California, is a trusted institution specializing in estate planning for nearly forty years. Unlike other trusts that solely focus on avoiding probate, Preston Estate Planning offers comprehensive solutions that also address tax reduction, asset protection, and disability planning. They have identified common issues with traditional estate plans that can lead to unintended consequences, such as triggering high taxes, exposing assets to potential lawsuits, or causing complications for beneficiaries in the event of incapacity or death. Their unique approach includes the development of a Life Plan, which goes beyond the industry standard Death Plan to incorporate eight features that safeguard your assets. By incorporating strategies like Inheritance Trusts and Capital Gains Elections, Preston Estate Planning ensures that your estate plan is tailored to your specific needs and goals.

At Oath - San Diego Estate Planning & Investment Attorneys, we specialize in providing expert legal advice and guidance in the areas of estate planning and investments. Our experienced team is dedicated to helping our clients protect and grow their wealth through strategic planning and sound financial decisions. Located at 9655 Granite Ridge Drive in San Diego, California, our institution offers personalized services tailored to meet the unique needs of each individual client. Whether you are looking to create a comprehensive estate plan or seeking advice on investment opportunities, our team of skilled attorneys is here to help you navigate the complex world of finance and law. Trust Oath to be your partner in securing your financial future.

The San Diego Elder Law Center, located at 7880 Golfcrest Drive in San Diego, California, is a premier Elder Law Firm specializing in assisting the elder, disabled, and special needs communities, as well as their families and caregivers. With a focus on services such as Medi-Cal and life care planning, public benefits planning, special needs planning, and preservation of family assets, the center provides exemplary client service. The experienced staff at the San Diego Elder Law Center can help with qualifying for Medi-Cal nursing home coverage, conservatorships, probate proceedings, estate planning, and special needs planning. They are experts in drafting Special Needs Trusts to supplement, not replace, public benefit programs.

The Legal Aid Society of San Diego Conservatorship Clinic offers assistance with legal matters related to conservatorship, eviction, tax disputes, name and gender marker changes, restraining orders, and more. Located at 1100 Union Street in San Diego, California, the clinic provides walk-in services on a first-come, first-served basis. Whether you need help preparing paperwork for a court case or understanding the legal process, the knowledgeable staff at the clinic are there to assist. Additionally, the clinic offers presentations on various legal issues to community groups and service providers. Visit one of their offices in Southeast San Diego, Midtown San Diego, or North County San Diego, Monday through Friday from 9:00 am to 5:00 pm.

Avia La Jolla Senior Apartments 55 is a real estate agency located at 6345 Gullstrand Street in San Diego, California. Our senior apartment community is situated on the Pacific Coast, close to the 5 Freeway, University Gardens Park, Birch Aquarium, and other local attractions. With six spacious floor plans to choose from, our apartment homes feature gas ranges, granite countertops, microwaves, and in-unit washer/dryers. Enjoy luxury amenities such as a fitness center, spa/hot tub, movie theater, clubhouse, and more. Experience comfort and convenience at Avia La Jolla Apartments, where your needs are our top priority. Visit us today and discover why we are the best-kept secret in sunny San Diego!

National Senior Benefit Advisors is an insurance agency located at 4241 Jutland Drive in San Diego, California. Our team of experienced advisors specializes in helping seniors navigate the complex world of insurance options to find the best coverage for their needs. We are dedicated to providing personalized service and guidance to ensure our clients have peace of mind when it comes to their insurance decisions. Contact us today to learn more about how we can help you protect your future.

Robin Rosenzweig Estate Planning, Notary & Legal Admin Services is a trusted institution located at 2310 Chatsworth Boulevard in San Diego, California, United States. With years of experience in estate planning, notary services, and legal administrative support, we provide our clients with expert guidance and personalized solutions to ensure their assets and affairs are properly managed and protected. Our team of professionals is dedicated to delivering top-quality service and peace of mind to our valued clients. Contact us today to schedule a consultation and learn how we can assist you with your estate planning and legal needs.

Jack E Stephens - Estate and Family Trust Attorney is a reputable law firm located in San Diego, California. Specializing in estate planning and family trust matters, our experienced attorneys provide personalized legal services to help clients protect their assets and ensure their loved ones are taken care of in the future. With a focus on professionalism and integrity, we strive to offer comprehensive legal solutions tailored to meet the individual needs of each client. Visit us at 12526 High Bluff Drive to discuss your estate planning needs with our dedicated team of attorneys.

San Diego Estate Planning by Jacqueline Mittelstadt is a trusted legal institution located at 5147 Don Rodolfo Drive in Carlsbad, California. Specializing in estate planning, Jacqueline Mittelstadt offers expert legal services to help individuals and families protect their assets and ensure their wishes are carried out. With years of experience and a commitment to personalized service, clients can trust in the expertise and dedication of this reputable lawyer. Whether you are looking to create a will, establish a trust, or navigate the complexities of estate taxes, San Diego Estate Planning by Jacqueline Mittelstadt is here to provide skilled guidance every step of the way.

Platinum Probate & Estate Planning is a reputable law firm located in San Diego, California, specializing in probate and estate planning services. Our experienced team of lawyers is dedicated to helping clients navigate the complexities of probate law and create thorough estate plans tailored to their individual needs. Located at 12526 High Bluff Drive, our firm provides personalized and professional legal services to ensure our clients' assets and wishes are protected for future generations. Contact us today to schedule a consultation and secure your family's financial future.

Legacy, APC is a trusted law firm located in San Diego, California, specializing in trusts and estate planning. Our team of experienced lawyers is dedicated to assisting clients with their estate-planning, probate, and trust-administration needs. We are fully bilingual in English and Spanish, catering to a diverse clientele from across Southern California. Our mission is to establish long-lasting relationships with each client to help them safeguard and preserve their legacies for future generations. Visit us at 6050 Santo Road, San Diego, California, and let us help you plan for the future.

Nathan Medina l LPL Financial CFP is a reputable institution located at 1255 Scott Street in San Diego, California. Specializing in financial and retirement planning, they offer expert advice and personalized solutions to help individuals achieve their financial goals. With a certified financial planner on staff, clients can trust in the expertise and professionalism of the team. Whether you are looking to plan for retirement, invest for the future, or secure your financial stability, Nathan Medina l LPL Financial CFP is dedicated to providing top-notch service and guidance.

Fyfe Law Firm, located at 10620 Treena Street in San Diego, California, is a trusted institution specializing in estate planning, revocable living trusts, wills, prenuptial agreements, and probate services. Our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out according to their wishes. Whether you are looking to create a comprehensive estate plan or need assistance navigating the probate process, Fyfe Law Firm is here to provide personalized and professional legal guidance. Contact us today to schedule a consultation.

Mattson Co. San Diego's Estate Sale & Liquidation Services is a reputable institution located at 3602 Kurtz Street in San Diego, California. Specializing in finance, furniture, and home goods, they offer top-notch estate sale and liquidation services for those looking to downsize or sell their belongings. With a team of experienced professionals, Mattson Co. ensures a seamless and hassle-free process for their clients. Visit their store today for quality products and excellent customer service.

California Estate and Elder Law is a reputable law firm located at 9820 Willow Creek Road in San Diego, California. Specializing in estate planning and elder law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you're looking to create a comprehensive estate plan or need assistance with elder law issues, our knowledgeable attorneys are here to help. With a focus on personalized service and attention to detail, California Estate and Elder Law is committed to helping clients navigate the complexities of estate planning and elder law with ease and confidence. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

La Jolla Paseo Senior Apartments 55 is a real estate agency located at 4655 Governor Drive in San Diego, California. Our community is designed for those aged 55 and older, offering a high standard of living and enriched wellness life. Close to shopping, dining, hospitals, and highways, La Jolla Paseo provides a serene environment with exciting social opportunities. Choose from spacious one and two bedroom floor plans with modern conveniences such as granite countertops, stainless steel appliances, and in-home washer and dryer. Enjoy community amenities like an internet cafe, movie theater, pool, spa, and fitness center. Our friendly staff is ready to give you a personal tour and help you find your new home. Visit us during our office hours Monday through Sunday and experience the vibrant lifestyle at La Jolla Paseo Senior Apartments 55 .

San Diego Life Insurance Solutions is a trusted insurance agency located at 744 West Fallbrook Street in Fallbrook, California. Our dedicated team of professionals is committed to providing personalized life insurance solutions tailored to meet the unique needs of our clients. Whether you are looking to protect your family's financial future or ensure your business continuity, we are here to help you every step of the way. Contact us today to learn more about our comprehensive insurance offerings and how we can help you secure peace of mind for the future.

U.S. Bancorp Investments - Financial Advisors in San Diego is a leading finance institution located at 7895 Highlands Village Place in San Diego, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to provide you with the tools and resources needed to make sound financial decisions. Contact us today to schedule a consultation and start building a brighter financial future.

Heritage Investments and Retirement Planning, Inc. is a trusted finance institution located at 8880 Rio San Diego Drive in San Diego, California, United States. With a focus on helping individuals secure their financial future, Heritage Investments offers a wide range of services including retirement planning, investment management, and wealth preservation. Our team of experienced professionals is dedicated to providing personalized solutions to meet each client's unique financial goals. Whether you are planning for retirement or looking to grow your wealth, Heritage Investments is here to guide you every step of the way.

Serenity Financial Planning is a reputable finance institution located in the beautiful city of La Jolla, California. Our team of experienced financial planners are dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, our experts are here to provide personalized and strategic financial advice. Visit us at our convenient location at 16870 West Bernardo Drive, San Diego, California to start your journey towards financial serenity today.

Silver Linings Transitions is a moving company and store located at 5938 Priestly Drive in Carlsbad, California, United States. Our team of "magicians" offers comprehensive move management services that take the stress out of moving. We handle all aspects of the move, from packing to unpacking and organizing, making the process seamless and enjoyable. With over 10 years of experience serving San Diego, CA, we have the resources to provide dependable service at a critical time. Our services go beyond traditional movers, offering personalized floor plans, sorting through belongings, and even hanging pictures and drapery. We specialize in "rightsizing" to help you transition to a new home effortlessly. Let us take care of the logistics so you can focus on your life. Contact us at (760) 522-1624 or info@silverliningstransitions.com to learn more about how we can make your move magical.

The Law Office of Christine Padilla, located at 320 Encinitas Boulevard in Encinitas, California, is dedicated to helping clients navigate the complexities of estate planning, trust administration, and probate. With a focus on providing clarity and confidence, Christine Padilla and her team guide clients through the process of creating personalized estate plans that may include wills, trusts, powers of attorney, asset re-titling, and guardianship nominations. With a background in Psychology and a Juris Doctorate degree from the University of San Diego School of Law, Christine Padilla is well-equipped to assist clients in preparing for the future and ensuring that their wishes are carried out effectively. Don't let estate planning be put on the back burner - let the Law Office of Christine Padilla help you create a plan that provides peace of mind for you and your loved ones.

Lavelle Law Group, APC is a reputable law firm located in San Diego, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to professionalism, integrity, and client satisfaction, Lavelle Law Group, APC is your trusted partner in navigating the complexities of the legal system. Contact us at 1350 Columbia Street for expert legal representation in the United States.

Traction Wealth & Insurance Solutions, led by Brandon Sussman, CFP®, is a reputable finance institution located at 600 West Broadway in San Diego, California. Specializing in wealth management and insurance solutions, the institution offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Traction Wealth & Insurance Solutions is dedicated to helping individuals and families navigate the complexities of finance with confidence and peace of mind.

Copley Financial Group, Inc. is a finance institution located at 2650 Camino Del Rio North, San Diego, California, United States. Our mission is to provide innovative strategies to help our clients achieve the financial security they deserve in their retirement years. We are committed to building lifelong relationships with our clients and always act in their best interests, offering the products that are best for them. By working with a Financial Planner, clients can potentially see a significant increase in wealth accumulation over time. We offer complimentary retirement planning consultations to help find a strategy that is appropriate for each individual. Investing involves risk, but we strive to enhance the value of our professional advice through integrity and trust.

First Command is a leading bank, finance, and insurance agency located at 2650 Camino Del Rio North in San Diego, California, United States. With a commitment to serving the financial needs of military families, First Command offers a range of services including banking, investment planning, and insurance solutions. Our experienced team of professionals is dedicated to providing personalized assistance and guidance to help our clients achieve their financial goals and secure their future. Visit us today to learn more about how First Command can support you in managing your finances and protecting your assets.

Oliver Stahl - State Farm Insurance Agent is a trusted insurance agency located at 2621 Denver Street in San Diego, California. Our mission is to provide comprehensive insurance coverage to the residents of San Diego and surrounding areas, including Chula Vista, North Park, Lemon Grove, Carlsbad, Clairemont, and UTC/La Jolla. With over 9 years of experience in the financial industry, we are dedicated to safeguarding your assets and ensuring your future security. Our team, led by experienced professionals like Amber Day, is committed to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. We offer a wide range of insurance and financial services, including auto insurance quotes, life insurance, and annuities. Our bilingual services in English and Spanish ensure that we can cater to the diverse needs of our clients.