Protect Your Family's Future

San Diego Estate Planning

Estate planning is essential for individuals and families who want to protect their assets, provide for their loved ones, and ensure their wishes are honored. With California’s unique property laws and ever-changing tax landscape, thoughtful estate planning can help avoid unnecessary complications, reduce costs, and offer peace of mind.

What happens to your estate without a Living Trust?

Probate Delays and Costs

Without a trust, the estate typically goes through probate—a public, court-supervised process that can take months or even years. Probate often incurs substantial legal fees and court costs, reducing the inheritance passed on to beneficiaries.

Lack of Privacy

Potential Family Disputes

Without clear instructions in a trust, disagreements may arise among family members regarding asset distribution, guardianship of minor children, or other important decisions, potentially leading to costly and emotional legal battles.

Limited Control Over Asset Distribution

A will (if one exists) only takes effect after probate, and state laws (intestacy laws) determine who inherits if there’s no will. This may not reflect the deceased’s actual wishes and can result in unintended beneficiaries.

Possible Increased Tax Liability

We are here to Help

Burgos santoyo smith LLP

At Burgos Santoyo Smith, our deep expertise in San Diego estate planning and living trusts ensures that your assets and legacy are protected for generations to come. You benefit from the experience of seasoned attorneys who deliver attentive, personalized service tailored to your unique needs. We take pride in guiding clients through the complexities of California law. With our support, you can move forward with confidence, knowing your wishes and your family’s future are in capable hands.

It is easy to get started

We make setting up your trust as easy as possible. Creating a living trust with Burgos Santoyo Smith is a straightforward, guided process designed to give you peace of mind every step of the way.

Meet with our experienced attorneys to discuss your goals and unique family situation. We’ll answer your questions, explain your options, and help you identify the assets you want to include in your trust.
We’ll draft your living trust documents, tailored to reflect your specific wishes and California’s legal requirements.
After reviewing everything together, you’ll formally sign your documents.
Finally, we’ll help you transfer ownership of your assets to your trust, ensuring that your plan is both complete and effective.

Throughout the process, our team remains available to provide advice and support, so you feel confident your legacy and loved ones are protected.