Estate Planning with YOU in Mind

What We Do

Depending on your needs, securing the right estate planning documents is essential to give your family the support that they during those difficult months. No matter the size of your estate, do not assume that once you pass away, your assets are handed to your spouse or family members.

Who We Are

I am not afraid of a challenge and when I decided to pursue a law degree at the Thomas Jefferson School of Law, I was up for the task. This career change was not something that I took lightly as the drive behind the “why” for my venture is to serve others.

What Our Client Say

  • Paul was knowledgeable, helpful, and accommodating. My trust was especially unique because I have a special needs son. After working with Paul I have great confidence and peace that the work he did for my family and I will be a tremendous blessing to those I leave behind.

    - Chris
  • Paul was very professional, pleasant, easy to work and answered every questions we had. We were impressed of how meticulous he was on all the documents we needed. In addition, he provided us clear understanding on specific matters, sound advice on what would be appropriate and confidence that allow us to make the right decisions for our particular situations.

    - Carlos
Express disclaimer: this testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
More Testimonials

Library of Articles

January 25, 2024
Avoiding Conservatorship through Estate Planning

Introduction: In the golden years of retirement, the last thing anyone wants to worry about is losing control over their lives and assets due to unforeseen circumstances. Yet, conservatorships in California can become an unexpected reality, impacting the autonomy of individuals and their financial decisions. Imagine a scenario where a couple who have spent decades […]

June 29, 2023
How Medical Bills Can Hinder Family Stability

When we plan for the stability of ourselves and our family, we may consider writing an estate plan so that our wishes are laid out and will be abided by in the future. Estate plans can be hugely influential in ensuring that what you have built over a lifetime gets passed down to future generations […]

June 7, 2023
What You Need to Know about Trust Protectors

Your attorney might suggest appointing a Trust Protector to your estate plan for added benefits. Discover the dynamic role and responsibilities of a Trust Protector, which extends beyond that of the Grantor, Trustee, or Beneficiary. A Trust Protector, typically an impartial third party, assumes one or both of the following functions: When should you consider […]

November 18, 2022
Crucial Facts You Should Know about Asset Protection in Estate Planning

Asset protection trusts are a legal method for a grantor of a trust to put valuable property into trust under the care of an independent trustee while giving the grantor access to the property as a beneficiary.  An asset protection trust is a crucial estate planning tool for any person or married couple who owns […]

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9126 Buckwheat St.
San Diego, CA 92129

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