Estate Planning Attorneys in San Diego, California

Custom Estate Plans That Fit Your Needs

Client satisfaction is the highest priority for our San Diego Estate Planning attorneys at Armstrong, Fisch & Tutoli. To ensure that we exceed the expectations of our clients, we offer superior customized service and valuable guidance throughout the entire Estate Planning process. We pride ourselves on our exceptional legal service in various facets of Estate Planning, including Wills, Living Trusts, Trust Administration, Probate, Elder Law, Long Term Care Planning, Advanced Tax planning, powers of attorney, and health care directives. Our commitment is reflected by the extra lengths our Estate Planning attorneys are willing to go to ensure all of the legal bases are covered and your needs are met. We understand the complex and emotional issues that surround each aspect of Estate Planning and provide legal counsel that makes a difference. With our professional advice and customized services, you can enjoy the relief and confidence that comes with the knowledge that your financial affairs and legal rights are and will always be taken care of.

Wills and Living Trusts

Wills and Living Trusts are great Estate Planning tools to communicate how you want your property distributed upon death. Both Wills and Living Trusts are important documents, which can assist your loved ones manage your assets, while eliminating the guess work from estate management. While both Living Trusts and Wills share the same benefit of communicating your wishes for your estate, both differ in execution after a loved one has passed on. While a Living Trust carries the benefits of avoiding Probate, a Will can communicate guardianship for your minor dependents. Our experienced and knowledgeable Estate Planning attorneys can inform you about which document would be best for your unique needs and can help prepare the document right for you. By doing so, you can prepare for the financial future and stability of your loved ones when you are gone.

Trust Administration

When a loved one passes on and leaves behind a Living Trust, filing paperwork and sorting out legal logistics is the last thing you want to be doing. Not only is the process complex and difficult to fully comprehend for those without an extensive background in law, but it can also take a lot of time that most people just can't afford. A San Diego Trust Administration attorney from our firm can help you sort through the Trust Administration process, while offering advice that can make it easier on everyone involved. From filing taxes to paying off debt to notifying all beneficiaries, your San Diego Trust Administration lawyer can sort out all of the legal matters so the Living Trust can be executed without any hassle.

Probate

Similar to Trust Administration, Probate also involves a complicated process to ensure accurate interpretation and distribution of the Will made by the deceased. Unlike Trust Administration, Probate is a bit more complex because a court hearing is involved. In instances where there is a dispute among family or friends regarding the content of the will, the complexity escalates. Our San Diego Probate attorneys are here to make sure that your loved one's wishes are honored and defended in Probate court and that you receive what you are entitled to without enduring the burden of the Probate process yourself.

Power of Attorney

When you appoint someone to this position, you grant them a Power of Attorney to take care of your financial affairs if you are incapacitated. A San Diego Estate Planning lawyer at our firm can document your decision to grant a certain individual Power of Attorney by preparing an official legal document that identifies the agent's name and any additional stipulations involved.

Health Care Directives

Complicated medical conditions can occur at any moment, and it can be difficult to fully prepare for them without knowing all of the details. In the event that you become unable to make medical decisions for yourself, you have the opportunity to appoint a trusted loved one to make these difficult decisions for you according to your wishes. If you have specific preferences when certain medical conditions arise, these can be addressed through Health Care Directives. You also have the option of providing specific instructions regarding who can talk to your doctors. Our San Diego Estate Planning attorneys can prepare the legal documents necessary to establish your personal health care directives, so you can help ensure that your wishes will be honored in the circumstances specified.


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