(619) 629-7399
Need to create your legacy? Our certified estate planning and trust signing services ensure your documents are properly executed and compliant with California laws.
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Expert Guidance for
Estate Planning
We partner with Trustworthy, Affordable, Experienced Estate Planning Professionals who specialize in Estate Planning for all of your unique and individual needs.
Life is full of uncertainty—but your wishes shouldn’t be. Estate planning is a proactive step to protect your well-being, finances, and loved ones when it matters most. No matter your age or stage of life, having a clear plan in place ensures that your financial interests are safeguarded and your healthcare preferences are honored.
Estate planning is the process of organizing your legal and financial affairs to ensure your assets are managed, distributed, and protected according to your wishes. Proper estate planning provides peace of mind, protects your family’s future, and minimizes potential conflicts.
Key estate planning documents often require notarization to ensure their validity, enforceability, and acceptance by courts, banks, and other institutions. Loved one's need is readily accessible when it matters most.
Protecting Minor Children: By designating a guardian in your estate plan, you ensure that your children are cared for according to your wishes, preventing potential family disputes over guardianship.
Avoiding Probate: Proper estate planning can help your family avoid lengthy and costly probate process, allowing for a more efficient and secure distribution of assets.
Minimizing Taxes: An estate plan can help reduce the tax burden on your heirs, preserving more of your assets for your loved ones.
Our Estate Planning Services provide you with a comprehensive family estate plan in a timely manner. It is designed to ensure your family and assets are completely protected, so that you feel confident about your choices and have us as a trusted family attorney going forward.
Family Planning: Revocable Living Trusts, Wills, Durable Powers of Attorney, Advance Care Health Directives, Review of existing Trust
Young Adult Planning: Tailored to the unique needs of young adults, ensuring their assets and wishes are protected.
Trust Settlement: We can protect your rights during the trust administration process
Special-Needs Services: Ensure that your child or family member with special needs is protected.
Last Will & Testament
Living Trust (Revocable and Non-Revocable)
Durable Power of Attorney
Advanced Healthcare Directive (Living Will)
HIPPA Authorization
Beneficiary Designations
Guardianship Designations (for minor children)
Pour-Over Will
Trust Transfer Documents
Trustee Guidelines & Successor Trustee Designations
Women-owned - San Diego Based
Serving Point Loma, Ocean Beach & Beyond
Downtown San Diego - 92101, Old Town - 92110, Gaslamp Quarter - 92101, Mission Valley - 92108, La Jolla - 92037,
North Park - 92104, Ocean Beach - 92107, Point Loma - 92016, Pacific Beach - 92109, Balboa Park - 92101, La Mesa - 91941,
University City - 92122, Clairemont - 92117, Hillcrest - 92103, Mission Beach - 92109, Del Mar - 92014
Disclaimer:
The information provided on this website, including blog content, services descriptions, and other materials, is for general informational purposes only. While we strive to keep the information up-to-date and accurate, Trusty Ink Works Services does not guarantee the accuracy, completeness, or reliability of the content. Services provided are subject to availability, and all appointments and transactions should be verified directly with us.
Trusty Ink Works Services is not a legal advisor, and our notary and fingerprinting services do not replace legal counsel. It is recommended that clients consult with a qualified attorney or other professionals for legal advice.
By using our services, you acknowledge that Trusty Ink Works Services is not responsible for any outcomes resulting from the use of our services, including errors, omissions, or delays.
Lisa Bolger, CA Insurance Agent #4439365
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