Getting Started

Estate Planning is a specialty of San Diego Elder Law Center. We can help assure you have appropriate documents, including trusts, wills, health care directives and powers of attorney for financial affairs. When these documents are all working together to insure full coverage, we call this an "integrated" estate plan.

For those who are lacking an integrated estate plan, we can see if you would benefit from one. If you would, we can draft the appropriate documents. If all you needs is a will and powers of attorney, we can take care of that too. For those who have estate plans, we can review them to see if they still address your current needs.

At San Diego Elder Law Center you will see an attorney, not a paralegal, who will spend the time to understand your goals and needs. Together you will decide on your estate plan’s provisions. You will be quoted a flat fee before any work is done.

At San Diego Elder Law Center, we are particularly well known and respected for estate planning when public benefits eligibility or special needs planning is a desired option. The language needed in such situations can be very different than a traditional estate plan.

To get started, please call us and arrange for a review of your situation and any existing planning documents. These initial meetings are with an attorney, and are very thorough and informative. If you desire further services, you would be quoted a flat fee based on your needs and wishes.

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