Point Loma Estate Planning APC

Point Loma Estate Planning APC is a law practice located at 2305 Historic Decatur Road, Suite 100 in San Diego, CA 92106, specializing in estate planning, probate, trust administration, elder law, and special needs planning. The firm offers services such as crafting living trusts, asset protection, and financial and medical powers of attorney to help clients secure their legacies. They operate out of a Liberty Station office and provide consultation services for individuals seeking legal guidance on these matters.

The firm has been operating for 27 years, during which they have crafted over 25,000 personalized plans and trusts. This extensive experience allows them to transform the complexity of estate planning into clarity for their clients. Their long-standing practice demonstrates a commitment to providing comprehensive legal solutions in the Point Loma area.

To get started, potential clients can call the office at (619) 550-7437 or fill out the contact form on their website to schedule a consultation. The firm offers a 30-minute consultation to discuss individual needs and determine the appropriate legal tools for securing a legacy. They also mention that they can come to clients if needed, emphasizing flexibility in their service delivery.

The firm's practice areas include estate planning, probate, trust administration, elder law, and special needs planning. Specific services offered include drafting wills, creating living trusts, and establishing asset protection strategies. They also handle financial and medical powers of attorney, advanced healthcare directives, and guardianship designations to ensure comprehensive coverage for their clients.

The firm's attorney, Ted Cook, previously served as a Navy Judge Advocate General's (JAG) Corps officer and supervised the Navy's legal assistance program. His background includes advising on ethics, employment litigation, and internal compliance at the U.S. Department of the Navy. This experience shapes his approach to estate planning, focusing on clear communication and understanding the unique needs of clients.

The firm offers a 30-minute consultation to discuss individual needs and determine the appropriate legal tools for securing a legacy. They emphasize that their approach involves a real conversation about family, worries, and what is important in a client's life before any legal work begins. This personalized method ensures that the estate plan aligns with the client's true wishes.

The firm's Liberty Station office is located at 2305 Historic Decatur Road, Suite 100, San Diego, CA 92106. They mention that ample parking is available at the office, making it convenient for clients to visit. Additionally, they offer the option to come to clients if needed, providing flexibility in their service delivery.

The firm's website highlights their focus on legacy protection, minimizing taxes, and maximizing asset preservation. They also emphasize the importance of crafting living trusts and providing elder care and tax strategy to avoid family discord and costly errors. These key objectives are central to their estate planning services.

The firm's website includes a section on probate costs and fees, explaining that these can vary significantly depending on the size and complexity of the estate. They also mention that certain expenses, such as court filing fees, are mandatory and unavoidable. This information helps clients understand the financial implications of probate and prepare accordingly.

You can reach Point Loma Estate Planning APC by phone at 619-550-7437 or by e-mail at [email protected].

The official website of Point Loma Estate Planning APC is pleplaw.com.

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