San Diego Estate Planning Attorneys

Estate Planning, Trust and Probate law services based in San Diego .

Wiggins and Ebert have been providing specialized areas of law to San Diego residents for over 50 years. 


Our office is happy to provide you with guidance in the following areas:

Estate Planning

Tax Considerations for Wealthy

Probate & Trust Administrations

Focusing on:
  • Estate Planning

  • Revocable Living Trust

  • Living Will

  • Durable Power of Attorney

  • Drafting Wills, Trusts, and Estate Planning Documents

Fields of Expertise:
  • Drafting wills, trusts and other estate planning documents

  • Financial knowledge

  • Balance sheets

  • Current tax law knowledge

  • Retirement plan advice

  • Life insurance policies advice

  • Charitable contribution advice

  • Case litigation

Common Estate Planning Documents

These are just some of the basic documents that you may want to consider. A qualified attorney can focus your thinking even further and he or she can let you know if other documents are necessary for your situation. As you will see, proper estate planning also has the purpose of dealing with incapacity problems during your lifetime, as opposed to merely distributing one’s assets at death. This is important to consider because the transfer of wealth is really secondary to providing an explanation of your desires to your loved ones while you’re alive.
 

Please give some consideration to what you want to accomplish with these documents so that down the road, you are sure that the finished product satisfies your needs.

Although other legal documents and techniques may be applicable to your individual situation, we’ve provided some information regarding some common estate planning documents for your convenience.

Jason Ebert -

Wiggins and Ebert APC

Why Work With Us

When you call our office, you will actually speak to an attorney right away (unless we’re in a meeting or on a telephone conference). “

We understand the need to be accessible to our clients when questions arise and so we strive to be available for you.

Estate planning can be a complex area of the law for individuals (and even attorneys) to understand. On top of considerations about transferring your estate to your loved ones, you also need to consider issues regarding future care for your children, incapacity during life, instructions regarding your care if you are hospitalized and retirement planning.

So why not use attorneys who specialize in this area of the law and help a variety of clients plan their estates everyday?

Client Testimonials

Jason Ebert did an excellent job of modifying my trust after my wife passed away, I would recommend him to others.

Find Us

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Contact Us

If you call or email our office, we will do our best to answer any questions you might have in a timely fashion.

Email inquiries should be sent to info@wigginsandebert.com and type “Estate Planning” in the subject line.  In order to protect you from such issues as identity theft, please do not send privileged information over email.

Locations & Contact Information:

San Diego Office              Carlsbad Office

2534 State Street,                               By appointment only          
San Diego, CA 92101

 

​Contact Information

Phone: (619) 239-2252
Fax: (866) 875-9377

info@wigginsandebert.com

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