Sano & Associates, P.C. ~ Dedicated to protecting your family & wealth ~
Sano & Associates, P.C.    ~ Dedicated to protecting your family & wealth  ~

Estate Planning: We will help you plan your future.

Estate Planning is not just for “retired” people. Unfortunately, we can’t predict how long we will live, and illness and accidents happen to people of all ages. Estate planning is not just for “wealthy” people either.

Initial Consultation: In-Person $300* or $450*

During your initial legal consultation, we will provide comprehensive but easy-to-understand explanations of estate planning, analyze your situation as well as family structures, and design a customized estate plan that is suited to your specific needs and desires. If you have existing estate plan documents, an experienced attorney will review and explain the contents to you so that you can discuss your desired changes.

Initial consultations require an appointment. All initial consultations are conducted via video conference or in-person and are approximately 60 minutes.

Execution of a retainer agreement is not required at that time, while our discussion remains strictly confidential.

 

*Should you decide to retain our services within 30 days of your initial consultation, the consultation will be credited towards youe estate plan fees.

 

Contact us to schedule your appointment for an initial consultation.

Services

  • Estate Planning
    • Last Will and Testament
    • Revocable Trusts
    • Irrevocable Trusts
      • Supplemental/Special Needs Trust
      • Irrevocable Life Insurance Trust
      • Intentionally Defective Grantor Trust
      • Charitable Remainder Trust
      • Grantor Retained Annuity Trust
      • Qualified Personal residence Trust
      • And more
  • Power of Attorneys
  • Guardianship/Conservatorship
    • Nomination of Guardian/Conservator
    • Petition for Guardianship/Conservatorship
    • Limited Conservatorship
  • Family Law
    • Pre/Post Marital Agreements
    • Transmutation Agreements
    • Marital Settlement Agreements

Our Fees:

 

At Sano & Associates, we value quality than quantity.  Our relationships with the clients are important to us, and we thrive to provide quality legal services with personal attention.  We provide estate planning services on a flat fee basis, with no hidden charges or unexpected additional charges.  All services include comprehensive initial consultation, unlimited consultation, notary fees, and "trust funding" support.

Business Hours:

Monday-Friday, 9 a.m. - 5 p.m. (Except National Holidays).

Sano & Associates, P.C.
2173 Salk Ave, Suite 250
Carlsbad, CA 92008

Phone: 800-590-0586

Fax: 800-590-1815

E-mail: info@sano-associates.com

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