Santa Barbara Estate Planning & Elder Law

Providing Confidence and Peace of Mind for the Central Coast. You deserve it!

Life is brighter with the knowledge that all you have accomplished and worked for won’t be washed away by the tides of life. We know how overwhelming it is to prepare for and navigate difficult life events. Worse, you are not always sure what you need and who to trust to help you make the right decisions for your family.

Imagine what life will be like when you have the support and guidance you need to protect your loved ones

  • Protect your loved ones with the most up-to-date legal advice and custom solutions
  • Get a complete plan to support you before, during, and after a crisis – the best strategy to keep it from happening
  • Build long-term wealth and security – generation by generation
  • Gain a family trust attorney for life — one that will step through each season of life
  • Feel supported with a trusted guide to help you navigate the entire process
  • Have peace of mind knowing your estate plan is done right so it works toward the goals you need – when you need it.

It’s simple and easy to get started

First, we listen
When you schedule a planning session with us today, we will listen with compassion and care to help you understand your options then recommend your next best steps.

Design & implement your plan
Each plan or strategy we offer is customized to your personal family needs using a personable and complete process to provide the best legal strategies and protections available for your family.

Support for life
When you work with us, you become family. You will have a lifelong relationship with a family trust attorney that you can continue to turn to in your time of need (even for the good stuff!)

We Can Help You In Every Stage Of Life

Newly Weds

New Parents

Empty Nesters



Blended Families

Our Services

Estate Planning Services for Santa Barbara, San Luis Obispo & Ventura Counties

With multiple offices, a comprehensive estate planning approach, and planning platforms that meet most budgets, we make the estate planning process easy, accessible, and enjoyable. Our planning solutions may involve tools and strategies including:

Yes, we’re big fans of our estate planning services.

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Your estate plan starts with a simple, free consultation

Our Process

Dedicated to Protecting Your Assets, Supporting Your Family, And Providing Peace of Mind

 Our Process

1You Schedule A Call

  • Meet briefly to learn more
  • Understand your specific business needs
  • Determine if we can help

2We Suggest A Solution

  • Know what you’ll spend
  • Know how long it’ll take
  • Know if you & loved ones are eligible

3We Work Together

  • Gather & create your docs
  • Create your plan
  • Provide updates without you even asking

4Enjoy Peace Of Mind

  • Your plan is in place
  • Your family is protected
  • You’re in control
  • We got your back when you need changes

Frequently Asked Questions

Let’s face it — you have questions.

Frequently Asked Questions
What is the primary goal of estate planning?

The primary goal of estate planning is to provide for the orderly and efficient transfer of your assets upon your death. This includes minimizing taxes and other expenses, and ensuring that your wishes are carried out as you intend. A good estate plan will also protect your loved ones in the event something happens to you.

Do you have to go through probate in California?

Probate is the legal process of settling a person’s estate after they die. If the person had a valid will, then the probate process will be relatively simple. If the person did not have a will, then the probate process can be more complex and time-consuming. In California, there are several ways to avoid or minimize the need for probate. For example, you can transfer property into joint tenancy or transfer property into a living trust. Reach out to get more info!

How do you deal with a personal health crisis?

There are a few things you can do to deal with a personal health crisis. If you have a health condition that could potentially worsen over time, it’s important to plan for your future and make sure your affairs are in order.

This includes creating a will, power of attorney, and advance directives. You should also consider appointing someone to be your healthcare proxy or durable power of attorney for health care.

These documents will ensure that your wishes are carried out in the event that you become unable to make decisions for yourself. In addition, it’s wise to have a conversation with your family about your wishes and what they should do if something happens to you. By taking these steps ahead of time, you can help relieve some inevitable future stress. Reach out to learn more.

What should I consider when estate planning?

There are a few key things to consider when estate planning:
-Who will inherit your property and assets?
-What will happen to your children if both you and your spouse die?
-Do you have any debts or other financial obligations?
-Do you have any pets that need to be taken care of after you die?

These are just a few of the many things to think about when estate planning. It’s important to consult with an attorney who can help you create a plan that meets your specific needs and goals.

How can I set up a special needs trust?

There are a few different ways to set up a special needs trust, and the process can be a bit complex. The most important thing is to work with an experienced attorney who can help you navigate the process and make sure everything is done correctly.

A special needs trust (or “trust”) is a legal arrangement in which assets are transferred to a trustee, who then holds and manages those assets for the benefit of someone else – usually a person with disabilities or special needs. This type of trust can be very helpful in ensuring that someone with disabilities will have access to necessary financial resources, without jeopardizing their eligibility for government benefits.

If you’re interested in setting up a special needs trust you can book a consultation now.

What is elder law?

Elder law generally refers to the legal issues that impact older adults. This can include things like estate planning, wills and trusts, Medi-Cal, retirement planning, and more. Many elder law attorneys also have experience helping seniors with issues like abuse and neglect, guardianship, and long-term care planning.

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