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Santa Barbara Estate Planning & Elder Law

(29)

Medi-Cal Planning, Trust Administration, Estate Planning

“A friend recommended her to us and I would recommend her to anyone who wants the best for their loved one and needs a helpful, caring and competent guide during the process.”

Featured

Estate Planning Attorney In Santa Barbara There are many different factors to consider when creating an estate plan, including how to protect your assets from creditors, how to minimize taxes, and how to provide for your loved ones after you pass away. Our experienced Santa Barbara estate planning lawyers can help you navigate the complexities of the law and create a plan that meets your unique needs. With careful planning, you can ensure that your assets are protected and your loved ones are taken care of. Whether you're looking to create a will, trust, or power of attorney, we can help. 𝐒𝐜𝐡𝐞𝐝𝐮𝐥𝐞 𝐀 𝐂𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧 𝐓𝐨𝐝𝐚𝐲! 👇👇👇...

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Dana F Longo Attorney At Law

(3)

Estate and Tax Planning, Intellectual Property, Public Agency Law

“Dana and his team are terrific.”

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Law Office of Jeralyn C. Ehlers

(1)

Family Law and Divorce, Estate Planning

“She gives wise counsel and has excellent communication skills.”

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Law Offices of John J. Thyne III

(3)

Litigation, Intellectual Property, Business & Corporations

“He got to an understanding of the situation quickly, called several critical people to get details, described concisely to us what the options were and what he recommended, and sent a "Demand to Close" to the sellers to make sure the process stayed o...”

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Law Office of Kuldeep Kaur

(6)

Family

“She prepared the documents efficiently, walked us through all of our questions, and made us feel very comfortable with both the process and the resulting documents.”

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Reetz Fox & Bartlett

(1)

Wiley Uretz, Diana B. Mercier, Randall Fox

“Our Attorneys for over 10 years.”

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Hollister & Brace

Real Property, Litigation, Oil Gas & Minerals

“Founded in 1966, Hollister & Brace is a firm of attorneys who emphasize collaboration among each other to share their individual expertise for the benefit of the firm's clients. The firm's practice areas are diverse and described more completely unde...”

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Rogers Sheffield & Campbell

(8)

Tax Law, Civil Litigation, Resolution of Legal Disputes

“As local business owners it is difficult to describe in words the appreciation we have for the professionalism and courtesies shown to us at all times by Mr.”

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Martin Cohn & Associates

(1)

“I've felt like other attorneys in town are all about billing you as much as possible; but with Marty Cohn and Ray Rengo, they care about doing right by their clients.”

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Miller & Berryhill: Mary Jane Miller, John A. Berryhill

(1)

“I can't say enough good things about the service.”

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Marla A. Pleyte, Attorney at Law

(1)

“The process of divorce requires perseverance, a cool head, research skills and attention to detail.”

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Law Office of Harold Kono

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Barnes & Barnes

Probate, Probate & Trust Litigation, Conservatorships

“Barnes & Barnes has served the Santa Barbara community for over 35 years. Our commitment to providing the highest level of legal representation and establishing and maintaining long-term relationships with our clients has resulted in recognition in t...”

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GM Group

Trust Litigation, Financial Elder Abuse, High Net Worth Estate Planning

“We believe that estate planning is about more than merely preparing documents. There is no “one size fits all” plan. By understanding your individual circumstances and family dynamics, we will custom tailor an estate plan that best suits your unique ...”

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Laborde & Daugherty Law Office

Commercial Collections, Family Law, Estate Planning/Probate

“At the law offices of Laborde & Daugherty, we have handled family law, estate planning, probate, and commercial collection matters for clients since 2001. We proudly serve people throughout Santa Barbara, Ventura and San Luis Obispo counties, and we ...”

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Montecito Law Group

(30)

Pleasure
Understand
Will

“Stephanie implemented those items precisely as I had requested, and I now have a trust structure I'm confident will distribute my estate holdings exactly as I wish.”

FAQs

What is an Estate Plan?

An estate plan is a set of customizable documents that serve to protect you and your family during your lifetime and after you pass and ensure your assets are distributed efficiently to your loved ones and favorite charities. Your estate plan will often include a trust, will, durable power of attorney, health care directive, and other documents that outline your wishes and empower trusted individuals to make financial and health care decisions on your behalf if you are unable to make them yourself.

Who Needs an Estate Plan?

We all need an estate plan. At a bare minimum, every adult should have basic emergency documents in place once they turn 18. If you have minor children, you should nominate guardians to care for your children in the event you are unable to do so for a period of time.

Does My Family Need a Trust?

Most families in California will benefit from creating a revocable living trust as part of their estate plan. If you have assets worth more than $166,250, trusts allow you to avoid California's cumbersome court-supervised probate process and transfer assets efficiently and privately to your desired beneficiaries. Trusts also allow you to protect your beneficiaries' inheritances from divorces, lawsuits, and even bankruptcy judgments. The proper use of trusts can also protect special needs beneficiaries' access to invaluable governmental benefits.

What Should I Bring to My Initial Meeting?

Please bring any existing estate planning documents you have created, if any (including trusts, wills, and related documents), as well as recent statements for any financial accounts or copies of deeds to real property you own.

Where is Montecito Law Group Located?

Our office is located at 559 San Ysidro Road, Suite J in the first floor of a two-story white office building with a Spanish tile roof. From Highway 101, take the San Ysidro exit and drive one mile toward the mountains (north). After you cross East Valley Road, we are approximately 100 yards (one football field) on the left side of San Ysidro Road. There are guest parking spaces in front of the building and a wheelchair ramp.

More information can also be found on the FAQ page of our website.

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Korling Law

(5)

“She is attentive, communicative, available (a rarity with lawyers), and willing to go the extra mile to work out any issues arising during the invocation of power of attorney, family trust, land conveyance, tax forms, etc.”

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Island View Law

(13)

The Future
Family
Trust

“Neal Bartlett exceeded my and the court's expectations in assisting me with my Conservator duties, financial reports and numerous court appearances, followed by his expert settling of my family's estate.”

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O'Gorman & O'Gorman

(2)

“Local estate attorneys providing personalized, client-centric service with a smile.”

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Ashley Dehahn, Attorney & Counselor at Law

(8)

Questions

“Even after the completion of the up-date we met several times during which she answered questions that I had after reviewing the completed Trust, for me to be certain that I understood all of the details.”

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The Renaissance Law Group, a

Special Needs Trusts, Elder Law, Mediation

“We were so pleased, we utilized them in arranging my father's affairs and with implementing his wishes once he had passed away. We were grateful for the firm's ability to meet our needs and in a very timely manner. With two other siblings involved, t...”

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Calisse M. Courtney, Law

Litigation, Collections Defense, Lease Drafting

“Calisse returned to the Santa Ynez Valley to give her kids an open-air childhood. She has maintained her own practice since 2011. Her practice now focuses on estate planning, trust and estate administration, business planning and counseling, contract...”

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Preservation Nation

“In short, yes. A typical estate plan consists of a Living Trust, Will, Durable Power of Attorney, and an Advance Health Care Directive. Under California Law, it is critical that these documents are integrated and contain provisions to allow for long-...”

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The Law Offices of Brenda A. Enderle

Estate Planning, Real Estate Law, Family Law

“For Brenda A. Enderle, prompt resolutions are not about quick fixes, but rather carefully crafted strategies for clients to understand their rights and their legal options. Brenda knows that contending with a legal problem – whether a family-related ...”

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Average Cost	$460
Minimum cost	$230
Maximum cost	$2987
Avg Per Hour Rates	$345

Best Estate Planning Attorneys in Santa Barbara, CA

The highest-rated Asset Protection & Estate Planning Law companies out of 150 vetted & reviewed in the Santa Barbara area.

Santa Barbara Estate Planning & Elder Law

Dana F Longo Attorney At Law

Law Office of Jeralyn C. Ehlers

Law Offices of John J. Thyne III

Law Office of Kuldeep Kaur

Reetz Fox & Bartlett

Hollister & Brace

Rogers Sheffield & Campbell

Martin Cohn & Associates

Miller & Berryhill: Mary Jane Miller, John A. Berryhill

Marla A. Pleyte, Attorney at Law

Law Office of Harold Kono

Barnes & Barnes

GM Group

Laborde & Daugherty Law Office

Montecito Law Group

Korling Law

Island View Law

O'Gorman & O'Gorman

Ashley Dehahn, Attorney & Counselor at Law

The Renaissance Law Group, a

Calisse M. Courtney, Law

Preservation Nation

The Law Offices of Brenda A. Enderle

Estate Planning Legal Services in Santa Barbara, CA Cost Estimates

Why these companies made our list

Estate Planning Lawyers near Santa Barbara

Popular in Santa Barbara