TOP 30 Best Trust and estate administration in San Diego, California
225 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
Kelsch Law Group
Located in San Diego, California, Kelsch Law Group is dedicated to providing comprehensive estate planning and business legal solutions. Our experienced team offers legal guidance for establishing various business entities, such as sole proprietorships, partnerships, LLCs, and corporations, ensuring your business starts off on a strong legal foundation. In addition to business legal services, our firm also specializes in creating wills, revocable living trusts, trust administration, power of attorney agreements, healthcare directives, and handling probate matters. We strive to help you ensure that your legacy is passed down according to your wishes.
Liljegren Law Group
Liljegren Law Group is a reputable law firm located at 6265 Greenwich Drive in San Diego, California, United States. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need of legal assistance. With a strong commitment to serving their clients with integrity and professionalism, Liljegren Law Group is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Liljegren Law Group is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Stewart Law Group
Stewart Law Group is a reputable law firm located at 600 West Broadway in San Diego, California, United States. Specializing in various areas of law, the experienced team of lawyers at Stewart Law Group is dedicated to providing top-notch legal services to clients in need of expert guidance and representation. With a commitment to excellence and a track record of successful outcomes, Stewart Law Group is a trusted resource for individuals seeking legal assistance in the San Diego area.
Jackie Robert Geller, LLM Attorney At Law
Jackie Robert Geller, LLM Attorney At Law is a reputable law firm located at 5755 Oberlin Drive in San Diego, California. Specializing in various legal matters, Jackie Robert Geller, LLM offers expert legal advice and representation to clients in need. With a focus on providing personalized and professional services, this institution is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a legal issue or seeking guidance on a specific matter, Jackie Robert Geller, LLM Attorney At Law is committed to advocating for your rights and achieving the best possible outcome for your case.
Jazmine Gelfand, Attorney at Law
Jazmine Gelfand, Attorney at Law is a reputable legal firm located at 4275 Executive Square in San Diego, California. With a strong focus on providing top-notch legal services, Jazmine Gelfand specializes in various areas of law including family law, estate planning, and business law. Clients can expect personalized attention, expert advice, and dedicated representation from a highly experienced and knowledgeable attorney. Whether you are facing a divorce, need help with creating a will, or require legal guidance for your business, Jazmine Gelfand is committed to helping you navigate through the legal process with skill and professionalism. Contact Jazmine Gelfand, Attorney at Law today for all your legal needs.
William H Sauls Law Office
William H Sauls Law Office is a prestigious institution located at 3033 Fifth Avenue in San Diego, California. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch legal representation and financial advice to our clients. With a strong reputation for excellence and professionalism, we strive to deliver personalized solutions and achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal and financial needs.
Kuyateh Law Group
Kuyateh Law Group is a reputable law firm located at 8885 Rio San Diego Drive in San Diego, California, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal representation and personalized services to their clients. Whether you are facing a complex legal issue or simply need legal advice, Kuyateh Law Group is committed to helping you navigate the legal system with confidence and ease. Contact them today to schedule a consultation and see how they can assist with your legal needs.
Rentto & Rentto Professional Law Corporation
Rentto & Rentto Professional Law Corporation is a reputable legal institution located at 3517 Camino del Rio South in the vibrant city of San Diego, California, United States. Our team of experienced attorneys specializes in various areas of law, including real estate, business, estate planning, and more. With a strong commitment to providing top-notch legal services and personalized attention to our clients, Rentto & Rentto Professional Law Corporation is dedicated to helping individuals and businesses navigate the complex legal landscape with confidence and peace of mind. Contact us today for expert legal assistance tailored to your specific needs.
Treitler & Hager LLP
Treitler & Hager LLP is a prominent law firm located in San Diego, California. Specializing in a wide range of legal services, including litigation, corporate law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Treitler & Hager LLP is a trusted choice for individuals and businesses seeking expert legal guidance. Visit us at 3737 Camino del Rio South to learn more about how we can assist you with your legal needs.
After-Tax Wealth Management
After-Tax Wealth Management is a finance institution located at 1255 Scott Street in San Diego, California. Founded by Nathan Medina, CFP®, the firm specializes in working with wealthy families who are deeply concerned with preserving and transferring wealth across generations. At After-Tax Wealth Management, we help our clients leave a lasting legacy by strategically aligning their decisions to pursue tax-advantaged investments and intergenerational wealth transfer. Our unique approach includes access to top institutional money managers and a deep understanding of the tax implications of financial decisions in real-time.
Freebird Financial LLC
Freebird Financial LLC is a leading finance institution located in the vibrant city of San Diego, California. With a prime location at 2305 Historic Decatur Road, our expert team is dedicated to providing top-notch financial services to our clients. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Freebird Financial LLC is here to help. Trust us to guide you towards a secure financial future.
High Bluff Private Wealth
High Bluff Private Wealth is a finance and insurance agency located at 12520 High Bluff Drive in San Diego, California. Our team is dedicated to helping you grow your assets while managing risk to protect your future. We offer customized financial plans that integrate your business and personal goals, allowing you to outsource the complexities of your financial situation. Our services include succession planning, retirement plans, charitable planning strategies, and investment management. We specialize in assisting executives with stock option/RSU planning, managing concentrated stock positions, retirement planning, and complex estate planning strategies. Let us give your finances the attention they deserve. Please note that the case studies provided are fictional and for illustrative purposes only.
Reason Financial
Reason Financial is a trusted institution located at 4747 Morena Boulevard in San Diego, California, United States. Specializing in accounting and finance, we provide rational, informed, and well-reasoned financial advice to help our clients make sound decisions for their future. Our team works closely with each individual to understand their unique financial goals and priorities, creating a personalized plan tailored specifically to their needs. Using academic rigor, research, and logic, we help our clients grow and protect their wealth while being tax smart. Our mission is to guide clients through the complexities of life, offering expertise and support every step of the way. As financial and tax professionals, we hold ourselves to a high standard of integrity and strive to build lasting relationships based on trust and mutual respect.
Daniel Shahmoradian, CFP - Financial Planner
Daniel Shahmoradian, CFP - Financial Planner is a renowned finance institution located at 600 West Broadway in the vibrant city of San Diego, California, United States. Specializing in comprehensive financial planning services, Daniel Shahmoradian, CFP offers expert advice and guidance to help clients achieve their financial goals and secure their future. With a focus on personalized solutions tailored to each individual's unique needs and circumstances, this institution is dedicated to providing top-notch financial services and ensuring client satisfaction. Trust Daniel Shahmoradian, CFP - Financial Planner to help you navigate the complexities of finance and pave the way towards a secure and prosperous financial future.
Edward Jones - Financial Advisor: Michael A Ortiz
Edward Jones - Financial Advisor: Michael A Ortiz is a reputable finance institution located at 12396 World Trade Drive in San Diego, California. As a trusted financial advisor, Michael A Ortiz provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Michael A Ortiz offers expert guidance and tailored solutions to help individuals and families navigate the complexities of financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Michael A Ortiz is committed to providing exceptional service and support every step of the way.
Dechner CPA Financial Services
Dechner CPA Financial Services is a reputable accounting and finance institution located at 9655 Granite Ridge Drive in San Diego, California, United States. With a team of experienced and qualified CPAs, the institution offers a wide range of financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, Dechner CPA Financial Services is dedicated to helping clients achieve their financial goals. With a commitment to excellence and integrity, this institution is a trusted partner for all your accounting and finance needs.
Melbrod Wealth Management
Melbrod Wealth Management is a leading finance institution located in San Diego, California. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Our office is conveniently located at 13520 Evening Creek Drive North, where we provide a wide range of financial services tailored to meet the unique needs of each individual or organization. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Melbrod Wealth Management is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Tax & Financial Group
Tax & Financial Group is a finance institution located at 5720 Oberlin Drive, San Diego, California, United States. We are committed to helping our clients achieve long-term financial security through personalized service and expertise. Our team of specialists addresses unique financial situations to help clients grow, protect, and conserve their wealth. From financial planning to investment management to business planning, we offer tailored solutions to meet individual goals and priorities. Securities are offered through Cetera Advisor Networks LLC, and advisory services are provided by Cetera Investment Advisers LLC. Consult with a tax or legal advisor for a comprehensive review of your personal situation. Join us on your financial journey to build and protect your legacy.
ProFiduciary, Inc
ProFiduciary, Inc is a leading finance institution based in San Diego, California. We specialize in providing expert fiduciary services to our clients, ensuring their financial interests are protected and managed with the utmost care and professionalism. Our team of experienced advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. Visit us at 1842 3rd Avenue to learn more about how ProFiduciary, Inc can help you secure a stable and prosperous financial future.
Lowell Foster, CPA
Lowell Foster, CPA is a reputable accounting and finance institution located at 12526 High Bluff Drive in San Diego, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can trust Lowell Foster, CPA for their expertise and professionalism in handling all their accounting and financial needs.
Greg Wehr Masse Ward & Co
Greg Greg Wehr Masse Ward & Co is a reputable financial institution located at 7814 Ivanhoe Avenue in San Diego, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, the experts at Greg Wehr Masse Ward & Co are dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner for all your financial needs. Contact them today to learn more about how they can help you secure your financial future.
Golden Gate Financial
Welcome to Golden Gate Financial, your trusted partner in navigating the mortgage landscape. Located at 765 Baywood Drive, Suite 339, Petaluma, California, we are a full-service mortgage provider with over 35 years of industry experience. Our commitment is to fulfill your mortgage needs by offering low rates and low costs, making us one of the top Wholesale Brokers in California. Serving clients throughout the Bay Area, including Petaluma, Santa Rosa, Sacramento, and beyond, we provide a wide range of mortgage solutions tailored to meet your unique needs. We specialize in FHA and VA mortgage loans, as well as Jumbo Loans for those seeking financing that exceeds conventional loan limits.
DuFord Law
DuFord Law is a reputable law firm located at 3611 Fifth Avenue in San Diego, California. Specializing in various areas of law, including business law, estate planning, and real estate law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with drafting contracts, forming a business entity, or navigating complex legal issues, DuFord Law is here to help. Trust us to provide you with expert legal representation and personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.
Klein DeNatale Goldner
Klein DeNatale Goldner, located at 10000 Stockdale Highway in Bakersfield, California, has been a prominent institution in the community since 1953. With additional offices in Fresno, San Diego, and Santa Barbara, our team of experienced attorneys provide legal services to both businesses and individuals. Our firm has played a vital role in shaping the San Joaquin Valley, assisting in the growth of businesses and institutions, as well as guiding individuals through challenging times to help them secure better futures. Committed to the prosperity of the region, we offer a wide range of legal services tailored to meet the unique needs of each client.
Gary A. Foltz Professional Law Corporation
Gary A. Foltz Professional Law Corporation is a reputable institution located at 1770 Iowa Avenue in Riverside, California. Specializing in estate planning, business, and tax planning, the firm is led by experienced attorney Gary A. Foltz. With a Bachelor of Arts Degree from Valparaiso University and a Certificate in Taxation from the University of San Diego School of Law, Foltz has been practicing law since 1977. He offers personalized service to each client, addressing their individual concerns and needs. The firm also handles probate matters and provides advice to trustees on trust administration. In addition to the main office in Riverside, there is a satellite office in Newport Beach for client convenience.
Turnbow Law Firm
Turnbow Law Firm is a reputable legal institution located at 750 B Street in the heart of San Diego, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, Turnbow Law Firm is here to help. Contact us today to schedule a consultation and let us guide you through the legal process with professionalism and expertise.
Waymark Legal Inc.
Waymark Legal Inc. is a reputable law firm located at 1620 Fifth Avenue in San Diego, California. Our team of experienced attorneys specializes in a wide range of legal services, including but not limited to business law, real estate law, estate planning, and litigation. We are committed to providing our clients with personalized and effective legal solutions to help them navigate through complex legal matters. Whether you are a business owner, homeowner, or individual in need of legal representation, Waymark Legal Inc. is here to assist you every step of the way. Contact us today to schedule a consultation and learn how we can help you achieve your legal goals.
GQ Law
GQ Law is a financial solutions attorney institution located at 12396 World Trade Drive in San Diego, California. Specializing in estate planning, Wills and Trusts, and Tax Problem Solving for over 30 years, GQ Law is your premier California law firm for all your legal needs related to Estate Planning, Tax, Bankruptcy, and Small Business. Serving clients in San Diego County and Southern California, the San Diego office is conveniently located off the I-15 at Camino del Norte. The GQ Law Estate Planning Team offers comprehensive services including Wills, Trusts, Powers of Attorney, Guardian Designation, Health Care Directives, and more. Estate Administration and Probate services are also available. Tune in to hear Gary Quackenbush on the “Word on Wealth” radio show every weekday at 2:00 pm on KCBQ – AM 1170 & FM 96.1 & TheAnswerSanDiego.com. With a dedicated team focused on providing top-quality service at reasonable fees, GQ Law is here to help you with all your legal needs. Thank you for choosing GQ Law, we look forward to seeing you in our office soon.
Law Offices of Irina Sherbak, APC
The Law Offices of Irina Sherbak, APC, located in San Diego, California, is a dedicated law firm focused on estate planning needs. Irina Sherbak, the Principal and Founder, offers services including revocable trusts, advanced health care directives, wills, and more. Clients praise Irina for her simplistic approach to estate planning and her ability to clearly explain complex legal documents. Her professionalism, knowledge, and availability make her a top choice for those seeking assistance with estate planning. Whether you are close to retirement or just starting to plan for the future, Irina Sherbak and her team are ready to help you protect and preserve your estate.
Bellator Law Group
Bellator Law Group is a trusted institution located in San Diego, California, specializing in estate planning, probate, trust administration, and more. Our dedicated team understands that each client is unique, with individual needs and desires. When you work with us, your goals become our goals, and your success becomes our success. We prioritize our clients above all else. We offer a wide range of services, including creating wills to ensure your final wishes are followed, establishing trusts to distribute assets according to your desires, and appointing someone to make important decisions on your behalf when you are unable to do so. Our experienced team also provides guidance through the probate administration process and helps trustees understand their duties to avoid legal issues with beneficiaries.
Nearby cities:
- Los Angeles
- San Francisco
- Sacramento
- San Jose
- Long Beach
- Riverside
- Oakland
- Torrance
- Anaheim
- Ventura
- Irvine
- Santa Rosa
- Oxnard
- Santa Ana
- Santa Barbara
- Santa Cruz
- Huntington Beach
- Thousand Oaks
- Roseville
- Newport Beach
- Chula Vista
- Oceanside
- Fremont
- Orange
- Whittier
- Temecula
- Santa Monica
- Walnut Creek
- Carlsbad
- Corona
- Costa Mesa
- Salinas
- Escondido
- Petaluma
- Downey
- Berkeley
- Bakersfield
- El Cajon
- Camarillo
- Hayward
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos