About Opelon LLP

Protecting Those Who Protect

At Opelon LLP, we are proud to support the men and women who serve our country. Active duty service members face unique risks and responsibilities, and we believe their families deserve the peace of mind that comes with a properly structured estate plan.

Through this pro bono initiative, Opelon LLP provides comprehensive, trust-based estate planning services to eligible active duty military members at no cost.

Pro Bono Estate Plans for Active Duty Service Memebrs

This program is available to active duty United States military service members in San Diego County and Southern California, including those serving in:

  • Army

  • Navy

  • Air Force

  • Marine Corps

  • Space Force

  • Coast Guard

Active duty service members often operate in high-risk, high-stress environments and may be subject to sudden deployments, relocations, or changes in duty status. Proper estate planning ensures their families are legally protected, regardless of where service takes them.

A trust-based estate plan including:

  1. Single, or Joint California Revocable Living Trust (Probate Avoidance) 
  2. Last Will and Testament
  3. Durable Power of Attorney for Finances
  4. Advance Health Care Directive
  5. HIPAA Authorization
  6. One transfer deed for a primary residence
  7. Memo on how to fund your trust*
  8. All Notary Fees

 

What is not included:

  1. Funding of your trust (other than the funding of your primary residence. That said, we will provide instructions on how to fund your trust.
  2. Advanced estate planning

Once approved and prior to your initial meeting, we will send you our Estate Planning Intake Questionnaire along with a list of required documents.

Please bring the completed intake and all supporting documentation to your first appointment. If you have any questions beforehand, our office is happy to assist.

The entire process typically takes 3 to 4 weeks.

At your initial meeting, we will schedule both your follow-up meeting and your document signing. To ensure quality and attention to detail, we accept one pro bono client at a time, allowing us to serve each service member thoroughly before assisting the next.

We recognize the personal sacrifices made by active duty service members and their families.

We also understand that frequent moves, deployments, and military pay structures can make traditional estate planning difficult to prioritize. Our goal is to ensure that the families of those who serve are legally protected, prepared, and supported. No matter where duty calls.

To apply, please complete the form at the top of this page or call 760-278-1116. A member of our team will follow up with you directly

Protecting Those Who Protect- Pro bono Estate Planning

Opelon LLP’s Charitable Giving

At Opelon LLP, we believe responsible legal practice extends beyond our client work and into thoughtful support of organizations strengthening our communities.

In furtherance of that commitment, the firm supported the SRS Raise the Roof Foundation, in partnership with Heritage Cares, through a charitable auction donation. These organizations focus on providing meaningful assistance to veterans and their families, supporting disaster relief efforts, and addressing urgent needs for children and families facing hardship.

We value opportunities to contribute to initiatives that emphasize long-term stability, service, and practical support for those navigating difficult circumstances. Our involvement with the SRS Raise the Roof Foundation reflects Opelon LLP’s broader commitment to community stewardship and purposeful giving.

To learn more about the SRS Raise the Roof Foundation and its mission, visit: https://www.srsraisetherooffoundation.org/