Estate Planning Attorney in Carlsbad, California

Carlsbad Estate Planning Law Practice

Gilliland Law in Carlsbad, California provides comprehensive estate planning services to help you protect your assets, safeguard loved ones, and ensure your wishes are honored. Our firm serves clients throughout California—including Carlsbad, San Diego, Orange County, and Riverside County. Estate planning is about more than drafting documents—it is about securing your family's future, minimizing conflict, and preserving hard‑earned wealth. Our team is here to offer professional, supportive, and client‑focused legal counsel every step of the way. Contact us today at (760) 918-5630 to schedule a consultation and take the first step toward protecting your legacy.

Estate Planning Services

We provide personalized estate planning solutions tailored to your unique needs and goals. Whether you are planning for retirement, shielding assets, or providing for future generations, Gilliland Law guides you with care and expertise. Our services include:

  • Last Will & Testament: Directing the distribution of assets, appointing personal representatives, and naming guardians for minor children.
  • Revocable & Irrevocable Trusts: Avoiding probate, maintaining privacy, managing assets for beneficiaries, and minimizing estate taxes.
  • Living Wills & Advance Medical Directives: Documenting healthcare preferences and appointing medical decision‑makers should you become incapacitated.
  • Powers of Attorney: Authorizing trusted agents to manage financial and legal affairs during incapacity.
  • Special Needs Planning: Establishing supplemental needs trusts to preserve benefits and enhance quality of life for loved ones with disabilities.
  • Asset Protection Strategies: Using LLCs, irrevocable trusts, and gifting techniques to shield wealth from creditors and lawsuits.
  • Business Succession Planning: Creating buy‑sell agreements and transition strategies to ensure smooth transfer of ownership and management.
  • Charitable & Legacy Planning: Designing donor‑advised funds, charitable remainder trusts, and private foundations to support cherished causes.
  • Beneficiary Deeds & TOD Designations: Streamlining real estate and account transfers without court intervention.
  • Probate & Estate Administration: Guiding personal representatives through California probate, creditor claims, and asset distribution.
  • Trust Funding & Administration: Assisting trustees in properly titling assets and carrying out fiduciary duties.
  • Elder Law & Medicaid Planning: Structuring assets to qualify for long‑term care benefits without exhausting life savings.

From simple wills to complex trusts, we create plans that reflect your values and provide peace of mind.

Comprehensive Planning & Complex Matters

Life evolves—and so should your estate plan. Gilliland Law offers ongoing counsel to keep your documents current and effective. We also handle:

  • Plan Reviews & Updates: Revising documents after marriages, divorces, births, deaths, or significant asset changes.
  • Incapacity & Guardianship Proceedings: Petitioning courts for guardianships or conservatorships when advance directives are absent.
  • Dispute Resolution & Litigation: Representing heirs and fiduciaries in will contests, trust disputes, and breach‑of‑duty claims.
  • Tax‑Minimization Techniques: Leveraging lifetime gifting, valuation discounts, and generation‑skipping strategies to reduce estate and gift taxes.

No matter how complex your circumstances, we stand ready to guide, protect, and advocate for you and your family.

Why Choose Gilliland Law

Estate planning is deeply personal. We take the time to understand your concerns and craft a strategy that meets your objectives:

  • Free Initial Consultations: No‑cost, no‑obligation meetings to explore your goals and options.
  • Flat‑Fee & Transparent Pricing: Clear, upfront quotes for most estate plans—no surprises.
  • Experienced Guidance: Years of experience in estate planning, probate, and trust administration.
  • Personal Attention: Direct access to your attorney and prompt responses to your questions.
  • Ongoing Support: Complimentary plan reviews every three years or after major life events.

We believe in building lifelong relationships to protect what matters most to you.

Schedule a Consultation

Don't wait to protect your family's future. Call us at (760) 918-5630 to discuss your estate planning needs with an experienced Carlsbad estate planning attorney. We will listen to your concerns, explain your options in plain language, and craft a comprehensive plan that secures your legacy. Your peace of mind and your loved ones' security are our top priorities—let us help you plan for the future.

"At Gilliland Law, estate planning is about more than documents—it's about protecting your family and ensuring your legacy. We are committed to providing personalized, comprehensive services that give you peace of mind and safeguard what matters most."
— Andrew Gilliland, Founder & Managing Attorney

Related Practice Areas: Estate PlanningProbateMediation

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1902 Wright Place, Suite 200
Carlsbad, CA 92008