My Estate-Plan
Oceanside, CA
My Estate-Plan provides comprehensive estate planning services, including wills, trusts, and asset protection, for individuals and businesses in Oceanside, CA. They prioritize clients' goals and values, offering thoughtful, practical advice to protect legacies.
5 Reviews
★★★★★
My husband and I found William "Dan the Trust Man" Powell through my company's legal aid provision, and we are SO thankful we did! Setting up a trust was a daunting task we had procrastinated about for years rather than taking action to ensure our children were taken care of well in the future. From start to finish, Dan made the whole process easy, providing excellent examples to help clarify things and outlining possible implications. He was knowledgeable, personable, supportive and efficient -- all this and we enjoyed some laughs along the way, too! We highly recommend Dan for your legal needs!
★★★★★
My husband and I used Dan to write our trust after we got married. He was easy to work with, knowledgeable and very thorough! He was under a time crunch to have it finished before we went on a trip and it was completed timely and efficiently for a fair price. I would recommend him highly!
★★★★★
I have had the pleasure of knowing Dan Powell for over a year, both personally and professionally. As a practicing lawyer, specializing in personal injury, I get clients, friends, and family members asking about estate planning. I never operate outside my area of expertise, so I always refer them to Dan and have heard nothing but excellent reviews about his professionalism, knowledge of estate planning, and the overall ease at which he makes the estate planning process for his clients. Of course, my wife and I also used Dan for our personal estate plan and he did an exceptional job! I can say without question, Dan is as honest as they come and practices law with the highest level of integrity. I highly recommend him to anyone in need of a professional estate plan, you will not regret it!
★★★★★
I recently had the pleasure of working with William (Dan) to create a trust and will for myself and my husband. From start to finish, the experience was fantastic. Not only was Dan friendly and personable, but he was also extremely knowledgeable and helpful throughout the entire process.
One thing I really appreciated was how willing he was to answer all of my questions. I had a lot of them, and he never made me feel like I was asking too much. Instead, he took the time to explain everything in a way that was easy for me to understand.
Overall, I would highly recommend Dan Powell to anyone who needs help with estate planning or creating a trust and will. He is a true professional who genuinely cares about his clients and goes above and beyond to make sure they are happy and satisfied with his services. Thank you, Dan, for all of your help!
★★★★★
My husband and I recently updated our trust and wills and all other important documents. We used William “Dan” Powell who made the whole experience painless. Dan explained everything so we could understand it throughout the process. I would highly recommend him for any/all your needs whether it’s preparing these documents for the first time or updating them as we did. I now have peace of mind knowing all our affairs are in order and up to date.