AT WEINER LAW
We care about what matters most to you.
Whether your priority is to minimize estate taxes, protect your hard earned assets from future lawsuits or creditors, or ensure that your heirs are provided for in accordance with your wishes, our San Diego estate planning attorneys at Weiner Law will create a plan that addresses your specific objectives.
We follow up.
OUR 3-STEP LEGACY BUILDING PROCESS
The unique three meeting process at Weiner Law is designed to ensure the implementation of a plan that will work for your family.
Deep-dive Planning Session. Weiner Law will look at what would happen with respect to your family and your assets if you pass away without a plan. If you have an existing estate plan, we will look at what happens under that plan. If you are not satisfied with the current situation, we will design a plan that accords with your specific objectives and gives you peace of mind.
Signing Meeting. Around 4 weeks after your Deep-dive Planning Session, Weiner Law will meet to sign all of your documents. This is not the end of the process. We will share with you your asset list with instructions.
Check-in Meeting. This is where Weiner Law attorneys verify with you that the asset transfers and beneficiary changes have taken place. If there are questions, we address them. If there are assets that still need to be transferred, we continue to work with you to ensure that the asset transfer process is completed.
Weiner Law believes that education is empowering. We regularly hold events both in person and virtually. These events cover the basics of estate planning, as well as current topics such as proposed changes in law.
From Our Blog
What Makes Weiner Law Different?
We take the time to understand your needs.
No two families are the same. We get to know you, your family dynamics and your wishes. Only then can we design a plan to achieve those cherished goals, protect your family and build your legacy.
Plan Your Future With An Estate Planning Lawyer
We make it personal, not transactional.
We want to get to know you and your family. If you have adult children, we want them to get to know us and feel comfortable with us so that we can be there for them in the future.
We know that documents alone are not enough to protect your family.
Many estate plans fail because documents are created but assets are left out of the trust. We help to ensure that assets are transferred so that the documents actually work.
What Our Clients Are Saying
Together, we will design an estate plan according to your unique needs.