Creating Plans to Protect Your Legacy.

Offering California Estate Planning and Financial Coaching

Two people working at a desk with laptops and writing on paper

Estate Planning

At Ark Law Estate Planning, we provide expert estate planning services with the discipline, integrity, and commitment you expect from a veteran. Let us help you create a plan that honors your hard work and ensures a lasting impact for generations to come.

Two people sitting on a bench with one holding a tablet, engaging in a conversation. One person wears a suit and the other a white shirt with a watch.

One-on-one financial coaching geared toward increasing your assets through financial goal setting and budgeting.

Financial Coaching

What Our Clients Have To Say

Expert Estate & Financial Planning Services in San Diego, CA

Welcome to our premier estate planning firm, situated at the heart of San Diego, CA. As a leading estate planning lawyer team, we dedicate ourselves to serving the residents of San Diego by offering comprehensive estate and financial planning services. Our law corporation stands out as not only an estate planning firm but also a financial planning company, committed to guiding you through the complexities of planning for your future. With our detailed and personalized approach, we ensure that your financial and legal affairs are in expert hands.

Comprehensive Estate Planning Services

  • Revocable Living Trust: This foundational estate planning tool helps you manage your assets during your lifetime and distribute them after your death, without the need for probate. Our estate planning lawyers in San Diego, CA, meticulously draft these trusts to reflect your specific wishes and financial goals, ensuring a seamless transition for your beneficiaries.

  • Pour-Over Wills: A crucial complement to a revocable living trust, the pour-over will ensures that any assets not included in your trust are transferred into it upon your death, affording you complete peace of mind that all your possessions are accounted for under the terms you've set.

  • Advance Medical Health Care Directives: These directives allow you to make crucial healthcare decisions in advance, designating someone to make decisions on your behalf if you're unable to do so. Our estate planning firm helps you outline your wishes for healthcare clearly and comprehensively.

  • HIPAA Release: This essential document permits designated individuals to access your medical records, ensuring that those making healthcare decisions on your behalf have all the information they need to make informed choices.

  • Guardianship Elections: For clients with minor children or dependents, selecting a guardian is a paramount concern. We assist in making these critical decisions, providing for your loved ones' future by establishing clear guardianship instructions.

Guided Financial Coaching Services

  • Budgeting: As part of our financial planning company services, we offer personalized budgeting assistance, helping you understand and manage your cash flow effectively. By creating a tailored budget plan, we ensure that you're on track to meet your financial goals.

  • Goal Setting: Essential to financial success, our goal-setting strategies are designed to help you identify, prioritize, and achieve your financial objectives, whether they're short-term desires or long-term aspirations, through structured planning and accountability.

  • Debt Management: Tackling debt is a crucial step in securing your financial freedom. Our comprehensive debt management services equip you with strategies to reduce and eventually eliminate debt, paving the way for a healthier financial future.

Contact ARK Law Estate Planning Today

Ready to take the next step in securing your financial and legal future? Our team at ARK Law Estate Planning is here to guide you through every aspect of estate and financial planning. For personalized advice from a premier estate planning lawyer or to learn more about our services, call us now at (619) 800-8386 or fill out our online form. Let us help you lay the foundation for a secure, prosperous future.

Our Process

    • In our quick 15 minute call, we will discuss your needs and see if we are the right fit for you.

    • We strategize and develop a clear plan that meets your current life situation and goals.

  • Your legal forms are drafted and made ready for your signature.

Collage of emergency responders including firefighters, police on motorcycles, and a soldier in desert camouflage.

Discounts for Public Safety Members

You protect us, now let us build a plan to protect you. 

ARK Law Estate Planning is dedicated to creating plans for members of the public safety community. 

We are happy to offer estate plan discounts to both current and former members of the Military, Police, Fire, and the Parents of Public Safety members.

Ready to protect your loved ones?