Attorney-prepared living trusts and estate plans, with in-home appointments across San Diego County and virtual service in 49 states.
Keep your assets out of court and in the hands of your loved ones.
Keep your personal affairs private and maintain control over your legacy.
Ensure your wishes are followed if you can't make decisions.
Provide clarity today for greater peace of mind tomorrow.
A flexible foundation for your legacy.
Trusted help when you need it most.
Protect the people you love.
Give young adults the legal authority they may need.
Keep your assets properly aligned with your trust.
Talk with a friendly expert about your goals.
Get a personalized estate plan designed for your needs.
Put your plan in place with confidence.
Your assets transfer privately and immediately to your beneficiaries.
Keep your financial affairs and final wishes completely private.
If you become ill or unable to manage your affairs, your successor trustee steps in seamlessly.
Clear instructions and organized documents prevent misunderstandings.
Most families save thousands in probate costs, attorney fees, and court expenses.
Fully compliant living trusts prepared for all 49 states (except Louisiana).
Check any that apply to you.
Protect your assets, avoid probate, and ensure your wishes are carried out smoothly.
Learn more →Appoint someone you trust to make financial and legal decisions if you're unable to.
Learn more →Essential documents for young adults (18+) so parents can help when needed.
Learn more →Ensure your home and major assets are properly titled to flow through your trust.
Learn more →Compliant living trusts and estate plans for all 49 states (except Louisiana).
See states →
"I specialize in helping individuals and couples plan for the unexpected and avoid the complexities of probate."
California probate fees are set by law on the gross value of your estate. See your number in 10 seconds.
Try the probate calculator →Both name who inherits — only one keeps your family out of court. Here's the difference in California.
Compare will vs. trust →San Diego, Escondido, Chula Vista, Carlsbad, Oceanside, La Mesa, El Cajon, Poway, Encinitas, Temecula — and 49 states virtually.
See areas we serve →Send your info and Kristi will personally reach out — usually within one business day. No cost, no obligation.
Prefer to talk now? Call (858) 519-2297 or book a time online.
We make creating your living trust simple, dignified, and stress-free.
Give your loved ones the gift of clarity and security. Your legacy deserves to be protected — start today.