Protecting Those Who Protect

At Opelon LLP we look for ways to give back to those who have given so much to us.

That is why we started Protecting Those Who Protect (PTWP).

Under PTWP we provide our comprehensive estate planning services to one active duty or military veteran per month at no cost.

Number of Pro Bono Clients Served
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Pro Bono Estate Plans for San Diego First Responders

First Responders including but not limited to San Diego County residents who are: 

  1. Emergency Medical Technicians (EMTs) and Paramedics
  2. Sheriff and Police Officers
  3. Search and Rescue Personnel
  4. Firefighters

First responders play a critical role in saving lives, mitigating damage, and providing support during emergencies. They often work in challenging and high-stress environments and are required to make quick decisions.

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. With that said, we will give you instructions on how to fund your trust.
  2. Advanced estate planning

 

Prior to our initial meeting, we will send you our Estate Planning Intake questionnaire and a list of documents for you to bring.

We request that you bring the completed intake along with all supporting documents to your first meeting. If you have any questions prior to your initial meeting please feel free to contact our office.

The entire process will take 3 to 4 weeks. At your initial meeting, we will schedule a follow-up meeting along with your signing meeting.

We take on one pro-bono (free) estate planning client at a time and work hard to keep our schedule so that we can complete your estate plan and help the next first responder.

We see the sacrifices that first responders make to keep us safe.

We also understand that estate planning can be cost-prohibitive for those on a fixed government salary.

We want to make sure that the families of those who protect us, are protected.

Please contact us through the form on the top of this page or call 760-278-1116  and someone will reach back out to you.

Protecting Those Who Protect