Get a custom estate plan that will help protect your family and secure your legacy
Your custom estate plan will allow YOU to:
- Control your assets throughout your lifetime (and beyond)
- Determine who will be in charge of your estate when you die
- Avoid probate which is stressful, costly and time-consuming (1 to 2 years long)
- Avoid losing ANY of your assets to court fees
- Determine who will make medical and financial decisions on your behalf in the event you’re temporarily incapacitated
- Decide who will care for any minor children if the unthinkable happens
You can get started by signing up for a complimentary estate planning session, where we will review your assets and current estate, discuss what goals you want to achieve, and what situations you would like to avoid. Then we’ll discuss your options, so you can make an informed decision about what’s best for you and your family.
After the estate planning session, if you’re ready to secure your wealth and protect your family, we’ll design a custom estate plan that’s tailored to what matters the most to you.
We will send you a Planning Packet.
Fill out and return the packet to us at least 2-business days prior to your appointment. This will help us make the most of our time together.
We meet for your Estate Planning Session.
In this complimentary session, we’ll review your assets and current estate, discuss what goals you want to achieve, and what situations you would like to avoid. Then we’ll discuss your options, so you can make an informed decision about what’s best for you and your family, and how you want to move forward.
You’ll gain control over your family’s future.
You’ll leave the session knowing exactly what you need to do, and when you need to do it, to protect yourself, your family, and your legacy – based on your specific needs and goals.
We normally charge $500 per 45-minute session. But, you’ll get it for free – whether or not we end up working together after the session, as long as you complete and return the estate planning worksheet 2 days before our session.*
If you’re still mulling things over, then I encourage you to ask yourself this:
Would they have to spend 1 to 2 years dealing with the probate process before receiving the property you wanted them to have? Would your minor children be put in the custody of a stranger?
If you were incapacitated, would your adult children or significant other be forced to guess what kind of medical care you wanted?
If so, don’t put this off.
What Clients Are Saying…
I contacted Lancier Legal to help me deal with a probate issue. They were incredibly helpful and easy to work with during a especially difficult time for us. I would highly recommend their services to anyone in need of help with a will or trust.
I used this firm to do my family estate planning. They were knowledgable and helped create a strategic plan that made sense. The lawyers are timely, organized, and effective in the whole process. The cost was also very reasonable! I would recommend to friends and family members for sure!
I contacted the estate planning attorneys at Lancier Legal because I wanted to limit my tax liability on the upcoming sale of an asset that had rapidly appreciated in value. They were very knowledgeable on the issue and great to work with. …
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501 W. Broadway, Suite 1620
San Diego, CA, 92101
About Eddie Johnson
Eddie Johnson has practiced in the San Diego, California since he became a licensed attorney. He focuses his practice on estate planning, and tax law as it relates to estate planning. He is a member of the California Bar Association, and a member of the Estate Planning Trust and Probate section of the San Diego County Bar Association.