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Estate planning does more than distribute assets — it protects your loved ones, clarifies your wishes, and provides lasting peace of mind. At Oath Law in San Diego, we help individuals and families create clear, customized estate plans that protect their future and reflect their values. Whether you’re preparing a will, setting up a trust, or completing your powers of attorney, our estate and financial planning team is here to guide you every step of the way.
Trusts aren’t just for the wealthy — they’re practical, flexible tools that serve families of all backgrounds. Many types of trusts — revocable living trusts, irrevocable trusts, and special needs trusts — can help your assets transfer smoothly to loved ones without the delays, expense, and publicity of probate.
Trusts also allow for asset protection, planning for minor children, caring for loved ones with special needs, or managing blended family goals. Our San Diego team helps you determine which type of trust best fits your situation and ensures it’s properly structured and funded to achieve your goals.
A will is a common part of an estate plan. Like trusts, it lets you decide who receives your assets, name guardians for minor children, and appoint someone to manage your affairs after death. However, wills often do not offer the same protections or efficiency as trusts.
Our attorneys in San Diego can help you decide what kind of plan best reflects your goals and integrates seamlessly with your financial and retirement plan. We also help you consider backup beneficiaries, personal representatives, and ways to coordinate your plan with family and loved ones.
A power of attorney is essential if you become unable to handle your financial or legal matters. It allows a trusted person — your “agent” — to act on your behalf. Without one, your family may need to go through a lengthy court process just to make basic decisions, which can delay access to accounts and create unnecessary stress.
Our attorneys walk you through selecting the right agent, outlining their authority, and ensuring your document meets California’s legal standards.
If you’re ever incapacitated or unable to communicate your medical wishes, a healthcare directive (often called a living will) ensures your preferences are known. These documents allow you to express your values around medical care, life support, and comfort measures — and to name someone you trust to make decisions for you.
We help San Diego clients create healthcare directives that clearly communicate your choices and give loved ones confidence and guidance during emotional times.
San Diego families trust Oath Law for:
Our team in San Diego is dedicated to making estate planning clear, personal, and effective. Whether you’re creating your first plan or updating an older one, we’ll walk you through every step with clarity, compassion, and care — helping you protect what matters most.
1. What’s included in a basic estate plan?
Your estate plan may include a trust, a will, a financial power of attorney, and a healthcare directive. Our San Diego attorney and team can help you decide what you need. These documents work together to protect your assets and ensure your wishes are honored.
2. Can estate planning help avoid family conflicts?
Yes. A clear plan helps prevent confusion, disagreements, and unnecessary legal proceedings. It gives your loved ones peace of mind and guidance during difficult times.
3. What’s the difference between a will and a trust?
A will goes into effect after your death and often requires probate to distribute your assets. A trust can take effect while you’re alive and helps assets pass more efficiently, privately, and without court oversight. You still maintain access to all of your assets during your lifetime.
4. Can I change my estate plan later?
Yes. You can (and should) update your estate plan as your life changes — marriage, divorce, the birth of a child, changes to the law, or purchasing a new home.
5. What is a “durable” power of attorney?
“Durable” means it remains effective even if you become incapacitated, allowing your chosen agent to continue acting on your behalf when you need them most.
6. Should my spouse and I have separate estate plans?
It depends — especially in blended families or second marriages. You can plan together or separately, and our San Diego attorney can help you decide. You’ll likely have similar documents, but each person should have their own will, powers of attorney, and possibly separate trusts.
7. How do I get started with estate planning?
Start with an estate planning discovery call. At Oath Law in San Diego, we’ll listen to your goals, explain your options, and recommend a plan that fits your life and values — not just your legal checklist.
8. Do I need an estate plan if I’m young or single?
Yes. Estate planning isn’t just for retirees — it’s for anyone who wants control over their healthcare and finances. Even single adults should name someone to act on their behalf if they become unable to make decisions.
9. What happens if I don’t name a guardian for my children?
If no legal guardian is named in your will, the court will decide who takes care of your children. Naming someone in your plan ensures your wishes are known and legally enforceable.
“The experience was smooth and stress-free. The team explained everything clearly and helped us feel totally confident in our decisions.”
“We kept putting this off for years. Oath made it so simple. The flat pricing and clarity really set them apart.”
“They treated us with kindness and respect the whole way through. It was easier than I ever imagined.”
“No legal jargon — just plain talk and a clear plan. I recommend them to anyone looking for peace of mind.”
“I’ve worked with attorneys before and never felt this supported. Everyone we spoke with was helpful and incredibly professional.”
Address: 9920 Pacific Heights Blvd, Suite 150, San Diego, CA 92121 (By appointment only)
Phone: (619) 514-4694
If you’re ready to protect your family and your future, our estate planning attorneys in San Diego are here to help.
Book a Consultation today and start planning with confidence.
