Preston Estate Planning
San Diego, CA
Preston Estate Planning provides comprehensive estate planning services, including wills and trusts, to clients in San Diego and throughout California. They specialize in their unique "Life Plan," which prioritizes tax reduction, asset protection, and disability planning beyond just avoiding probate.
5 Reviews
★★★★★
For the most complete Estate Planning in California, use Preston Estate Planning! We were very impressed at our first meeting with John, and now that we are in the final stages of completing it, are very happy that we have gone with their services. They think of everything!!! The monthly online seminars are pretty cool too.
★★★★★
My husband and I were originally introduced to Preston Estate Planning by being invited to one of their webinars which we saw on Facebook. The webinar was so informative that we knew we needed to take a look at our own trust and see where there might be holes in how it was written or places not current with legislation despite being created previously years ago by a very excellent lawyer.
We contracted with Preston Estate Planning to work with us on a complete rewrite of our current trust-no small job. We are so glad we did too. Jennifer Knight was excellent, working with us at every turn to make sure we completed what we needed to and that we understood what we were developing and signing. We had numerous conversations by email and telephone conversations in order to ensure we understood what we were doing, out thinking behind our decisions and our next steps. Jennifer Knight and the team including Jessica Wilcox, our personal concierge and Dawn, the triage for the phone calls, were all stellar. Each and everyone got back to us in a very timely manner with responses. We were totally impressed with Preston Estate's efficiency and organization, subsequently receiving a large Life Plan Notebook that captured anything and everything one would need to know about as it related to our trust and estate. We will participate in their yearly program as well to stay up-to-date with new changes in the law, many which were not in our previous trust come to find out. We will also take advantage of the webinars and newsletters they provide as well. We have recommended them to our friends as well. All of this speaks to us feeling that we were in good hands with Preston Estates and in particular Jennifer Knight who is not only smart and knowledgeable, but great to work with. We felt confident throughout the entire process that we were getting the right information and we were in good hands.
★★★★★
Preston Estate Planning has provided me with great confidence that my estate will be handled in the best way possible! I procrastinated for way too long in getting this completed before hearing Preston Estate Planning podcasts and webinars. I've learned so much and know I found the right group to handle my trust and support my heirs when the time comes! JM Preston was personable and supportive. They walked me through every step of the way and always respond quickly to any questions I have! If you're looking for true peace of mind, I highly recommend this group!
★★★★★
I had been looking for an Estate Planning for months and decided to go with Preston Estate Planning and very glad that I did! They truly provide a seamless process (for what is a complicated matter) and do so very professionally and patiently. They were also very responsive with any questions we had and quickly responded to our inquiries. The first meeting with Jennifer was great and we appreciate her patience and knowledge. Another special thanks to Jessica W. and Syndey J. as they were incredibly helpful and responsive to my inquiries (even during the holidays!) and help me find a notary last minute. If you are looking for an estate planning, I highly recommend Preston Estate Planning!
★★★★★
Great law firm. I needed to make some important changes to my living trust. Preston Estate Planning took the time to listen and they explained to me in a manner that I could understand what changes were needed for me and my family's best interests. Their services were both professional and affordable. I really like the fact that they make themselves available for any questions you may have and provide you with an opportunity to constantly get updates on changes with laws that may affect terms outlined in a living trust. They keep you up to date throughout the year(s). I highly recommend this law firm to everyone looking to make things easier for their loved ones.