Initial Office Planning Conference. We discuss your family and your estate plan goals including care for your children, their education and at what ages they receive their inheritance.
We draft custom estate plan documents for your family for your review at home. Now that you have seen your documents we meet with you again to answer your questions and make edits as you direct. We send you another set of edited documents.
Final Signing Conference. We meet with you to make any last minute edits and print your final documents for signing. You sign and notarize your estate plan documents.
Set Up Your Free Consultation
Preserve Your Family's Wealth
A Personalized Approach To Estate Planning
A SAN DIEGO PROBATE &
TRUST ADMINISTRATION LAW FIRM
Estate Planning | Personalized Approach | Free Consultation
Advance Health Care Directive
Estate Tax Planning
Preparation of IRS Form 706 Estate Tax Return
Grantor Retained Interest Trust
Special Needs Trust
Grantor Retained Unit Trust
Double Power of Attorney
Pour Over Wills
Revocable Living Trust
Selection Of The Appropriate Trustee & Executor
Qualified Personal Residence Trust
Grantor Retained Annuity Trust
Why Choose Us?
Free Initial Consultation
Submit the form above and come visit our office. By doing this you will sit down with Attorney Bauman for a free analysis of your estate planning needs.
We Protect Your Loved Ones
With over 20 years of estate planning experience, Attorney Bauman knows how to protect and preserve your family assets
Probate Administration for Your Estate
If no estate plan, our goal is to close your probate estate within one year. We know the San Diego probate court rules and judges. We can administer a simple probate case or take a difficult probate case through trial. We also provide tax advice to our probate and living trust clients.
Our Estate Planning firm brings you over 74 years of combined probate and trust administration experience. Mr. Bauman will personally handle every aspect of your case correctly and effectively.
See how we can lift the burden of estate planning and administration off you and your family.