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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 cost 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.
Please check out my website and 34 Five-Star Google reviews! www.estateplanningandnotary.com
Here is why doing your estate plan is so critical!
No Trust — or even a Will to guide the judge? That means your family could spend years in expensive probate court while the State takes a big chunk. Meanwhile, they’ll be scrambling to cover your mortgage and bills with no access to your accounts.
No Guardian nominated for your children? That means law enforcement, CPS, foster care and court could end up deciding who raises them — not you.
No Power of Attorney? That means your mortgage company, bank, and utilities won’t wait while you’re incapacitated to get paid. Your loved ones will be left scrambling.
No Healthcare Directive? That means your family can only guess what you would have wanted — and live with the guilt of those heart wrenching decisions.
Or… you can take care of this now with me! It's easier than you think!
“Robin is AMAZING!! She went above and beyond, walked me through every step, and made the whole process easy. Efficient and caring — highly recommend!”
Note: I provide services in San Diego County / surrounding counties and in the Northern California - Bay Area.
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
Advance Healthcare Directives
HIPAA Waiver
Disposition Instructions
Deed / Deed Recording Services
Notary Public