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Best Carlsbad Estate Planning Attorney

Protection Through Planning

Secure Your Legacy with Expert Legal Guidance From an Experienced Carlsbad Estate Planning Lawyer
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Carlsbad Estate Planning F.A.Q's

Our Carlsbad Estate Planning Services

Married Trust based Estate Plans

Secure your legacy and protect your loved ones with a married estate plan, offering probate avoidance and control over how your family's assets are managed at all stages of life.

Individual Trust Based Estate Plans

Estate Planning is not just for those who are married or have kids. We help individuals create a custom estate plan to control their assets and decisions at all stages of life.

Wills and Trusts

We Draft and update wills and trusts that clearly express your wishes regarding asset distribution and guardian appointments. This can be done indivually or as part of our estate planning packages.

Estate Planning For Health Care

We assist in designating trusted individuals to manage your financial and legal affairs in case of incapacity. In addition, we outline your preferences for medical treatment.

When to Hire a Carlsbad Estate Planning Lawyer?

We recommend talking to an estate planning attorney anytime you have any concerns about the protection and distribution of your assets. With Opelon’s expertise and guidance, you can create a comprehensive plan that meets your unique needs and protects your legacy for future generations. All while avoiding probate!

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Juli Lyon Opelon Office Manager
Owen Rassman

About Us

Opelon LLP is a premier estate planning law firm located in Carlsbad, California. Our firm is committed to providing personalized and comprehensive estate planning solutions to individuals and families in and around Carlsbad California.

Led by Attorney Owen Rassman, our experienced Carlsbad estate planning attorneys are dedicated to helping clients protect their assets and preserve their legacies through effective estate planning.

At Opelon LLP, we understand that estate planning can be a complex and emotional process.

That’s why we take a collaborative approach, working closely with each client to understand their individual circumstances and develop strategies that address their specific concerns.

Whether our clients need help creating a last will and testament, establishing a revocable living trust, or navigating the probate process, we are committed to providing them with the guidance and support they need to achieve peace of mind.

We believe that estate planning is not just about protecting assets and distributing property, but about ensuring that our clients’ legacies are carried on for generations to come.

That’s why we take a holistic approach to estate planning, helping clients address not just their financial needs, but their personal values and beliefs as well.

At Opelon LLP, we are proud to have built a reputation as one of the most trusted and respected estate planning law firms in Carlsbad California.

We have helped countless clients protect their assets, preserve their legacies, and achieve peace of mind, and we are confident that we can do the same for you.

Contact our office manager Juli today to learn more about our services and how we can help you achieve your estate planning goals.

What Makes Us The Best Estate Planning Attorney in Carlsbad??

Ask Our Clients!

Kathy W.
Estate Planning Client
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We were very happy with the trust work we did through Opelon, specifically Owen and Julie. Owen did a thorough job of explaining the trust process as well as presenting different options to our concerns and questions. Everything was completed on time and as expected. Julie did a fantastic job of organizing us and the paperwork. The whole process was smooth and painless. I also appreciated that Owen was willing to give us a ballpark on pricing before we started. I highly recommend!!!
Oliver S.
Estate Planning Client
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Owen and his staff at Opelon expertly and efficiently executed the estate planning, including creating POA (Power Of Attorney) and the sensitive topic of advanced health directives, for me and my wife. They streamlined a daunting task for us and we felt completely reassured in entrusting this team with some of our biggest life decisions. We are extremely grateful to Owen and Opelon.
Susan B.
Estate Planning Client
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After we decided to update our 12 year old family trust, we interviewed with several local trust attorneys. After consulting with Owen Rassman, we decided he was the guy for our job! Our initial consultation was an educational experience to say the least. He was patient with our questions and was able to translate "legalese" into a form easily understood by my husband and me. We are grateful! We definitely recommend Owen and his staff!
Joseph A.
Estate Planning Client
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Owen and his whole team are great. They made the process of putting together a Trust & Will extremally easy for us. They added our San Diego, Oceanside and Carlsbad properties to Trust for us, and even handled majority of the meetings over zoom. It was a great experience and I would highly recommend them for any Estate Planning.
Kevin O
Estate Planning Client
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I was completely satisfied with the Estate Planning Services I received from Opelon LLP. They have a very well organized and informative approach to developing the necessary documents and responded to all of my questions in a timely and professional manner. In the end I felt like I definitely hired the right firm and I highly recommend them for Trust, Estate, and Probate Services,
Beth P.
Estate Planning Client
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Excellent experience with this firm. I knew nothing about how to set up a trust and didn't even have questions on what I didn't know. I was guided perfectly after discussing several items of which I was unaware and felt I made the right choices for my family's future with the information and services provided. I have since referred other friends with confidence.
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Best Carlsbad Estate Planning Attorney

Frequently Asked Questions

Carlsbad estate planning goes beyond preparing a will or trust; it is a holistic approach that encompasses various aspects of your financial and personal life.

An experienced Carlsbad estate planning attorney can assist with a well-crafted estate plan that will:

  1. Provide for your loved ones: Ensure your family members and other beneficiaries are taken care of in the event of your passing. See our Estate Planning checklist to get started.
  2. Protect your assets: Safeguard your wealth from potential creditors, lawsuits, or other unforeseen circumstances.
  3. Minimize taxes: Implement tax-efficient strategies to reduce the burden on your estate and maximize the inheritance for your beneficiaries.
  4. Designate guardians: Appoint guardians for your minor children or dependents with special needs.
  5. Clarify your healthcare wishes: Establish your preferences regarding medical treatments and end-of-life care through advance healthcare directives.
  6. Avoid Probate in San Diego. 

Choosing the Right Carlsbad Estate Planning Attorney

Selecting a skilled and experienced estate planning attorney is critical for the success of your plan. Consider the following factors when choosing the right attorney:

  1. Expertise: Look for an attorney who specializes in estate planning and has a proven track record of success in the field.
  2. Reputation: Seek out a professional with a strong reputation in the Carlsbad community and positive client testimonials.
  3. Communication: Ensure the attorney is responsive, communicates effectively, and is willing to address your concerns throughout the planning process.
  4. Carlsbad Estate Planning Cost and Fees: Discuss fees upfront and select an attorney with a transparent and reasonable fee structure.

The Estate Planning Process

Our Carlsbad estate planning attorneys will guide you through the following steps to create a comprehensive estate plan:

  1. Initial Consultation: We discuss your goals, concerns, and unique circumstances to develop an understanding of your estate planning needs.
  2. Plan Design: Our attorneys create a customized estate plan that addresses your objectives, including asset distribution, tax minimization, and incapacity planning.
  3. Document Preparation: We draft all necessary legal documents, such as wills, trusts, powers of attorney, and advance health care directives, to implement your estate plan.
  4. Plan Execution: We assist you in executing the plan, including signing documents, funding trusts, and updating beneficiary

Cost to set up an Estate Plan in Carlsbad

We charge flat rates for putting in place an estate plan. Click the button below to see our current rates sheet.

Estate Planning Cost Sheet

Directions to Our Carlsbad Estate Planning Office

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Opelon LLP, 1901 Camino Vida Roble, STE 112, Carlsbad, CA 92008
760-278-1116| info@opelon.com | Terms and Conditions

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