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Estate Planning with Excellence, Affordability and Care (San Diego)
Chatsworth near Voltaire
license info:
California LDA #199 (SD County, exp. 2/4/26), CA Notary Public Comm. #2194046, SD County Business License B2017003876
offered in person
offered virtually
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My true love is estate planning! Handling your estate planning is critical and now is the perfect time to get it done!
An estate plan is more than just paperwork—it’s an essential gift of clarity, protection, and peace of mind for you and your loved ones. By creating your estate plan including a revocable living trust, you safeguard your home and assets from probate, ensuring a seamless transition. Naming beneficiaries, establishing a Will and naming guardians for your children and establishing a Power of Attorney provides certainty in times of uncertainty, while an Advance Healthcare Directive ensures your medical wishes are honored with compassion. Transferring your property into a trust avoids the unnecessary expense and stress of lengthy probate proceedings for the people who matter to you most. Thoughtful planning today allows your loved ones to focus on what truly matters—honoring your legacy with love.
See my 5 Star Reviews on Google and client testimonials and more information about me and my services by searching Robin Rosenzweig Estate Planning and Notary. Note: I provide services in San Diego County / surrounding counties and in the Northern California - Bay Area.
Here is why doing your estate plan is so critical!
REVOCABLE LIVING TRUST
Your home and assets represent a lifetime of hard work—protect them from probate by placing them in a trust. This helps ensure a smooth transition, easing the burden on your loved ones during a difficult time.
BENEFICIARIES
Choosing your beneficiaries ensures your treasured belongings go to those you love, providing clarity and preventing unnecessary heartache.
DEED TO REVOCABLE TRUST
Placing your property in your trust keeps it safe from probate, ensuring it passes seamlessly to your loved ones without unnecessary stress.
LAST WILL & TESTAMENT
A Will gives you a voice beyond your lifetime, making sure your wishes are honored and your children are cared for by those you trust most.
POWER OF ATTORNEY
Life is unpredictable—appointing someone to manage your finances if you’re unable ensures your bills are paid and affairs remain in order.
ADVANCE HEALTHCARE DIRECTIVE
Make your healthcare wishes known and give your loved ones the confidence to make decisions on your behalf when you need them most.
California Notary Public Commission #2194046 - Legal Document Assistant #199 (San Diego Reg., exp. 2/4/26)
~ A Legal Document Assistant is not an attorney. I cannot provide legal advice or
represent you in court and can only provide self-help services at your specific direction ~
Services:
Estate Plan
Trust
Will
Power of Attorney
Healthcare Directives
HIPAA Waiver
Disposition Instructions
Deed / Deed Recording Services
Notary Public