3 Best Estate Planning Lawyers in San Diego, CA

My husband and I just signed our family trust paperwork yesterday... what a relief to have this important document complete - and truly it was such an easy process with Steve Bliss! He had us watch a video before our first meeting (see on his website - super useful information if you're new to this like we were). The entire process was very straightforward and much simpler than we imagined. He answered all our questions, put our minds at ease, and overall we felt he was being honest with us throughout. After we signed our papers, he encouraged us to call and email him with any questions in the future - in his own words "I always answer my phone". Oh, and his office staff warmly welcomed our kiddos in during the signing as we couldn't find childcare - so appreciative of it all!

We went to Steve and his team for our family estate planning and ,throughout the multitude of questions and changes over a span of months, Steve was incredibly patient and understanding with us. He made sure we understood and were well informed of the process and what would follow. I highly recommend chatting with Steve if you are looking for a service he provides, he'll get you through it.

Steven Bliss is a great attorney and really help us with our trust and will. I highly recommend him if you are looking for a trust attorney in or around the San Diego area. He is very knowledgeable and helpful when answering questions.

Tara at Shaw Legal Office with her professional expertise helped me make a decision whether a Will or Revocable Trust was best for my Estate. Ultimately, I decided a Revocable Trust was best. After I provided her with the necessary personal information, she put together a Trust that gives me great confidence that my Estate will ultimately be distributed according to my wishes. I wanted to wait a year or so after completion of the Trust to give a review of Shaw Legal Office so I could make sure they would answer my questions related linking my assets to the Trust. I am happy to say that she promptly and professionally answered all my questions. I highly recommend Tara Legal Services.

I put off creating a Trust forever, thinking it would be expensive and time-consuming. But Shaw Legal Office made it a breeze. I was looking for a flat fee so there would be no surprises, and someone that would do all the necessary paperwork (title transfers, etc.) to keep it simple for me. They checked off both of these boxes. It was surprisingly quick, easy and painless thanks to Tara. We only had to meet one time for signatures and I left with my nicely bound Trust in hand. Highly recommend them!

We used Shaw Legal Office to set up an estate plan / living trust for our family. Tara and her staff were prompt, professional and courteous at every step along the way. Their intake procedures were very efficient, and they were always knowledgeable and quick to reply with every question we had. Even after signing our final documents and paying our fee, Shaw Legal Office was incredibly accomodating and provided excellent insight and support for certain assets we had failed to include in our trust. We would 100% recommend Tara and her team to anyone.