Estate Planning Services for All California and Financial Coaching Across the Country

Comprehensive Estate and Financial Coaching

Located in the heart of Southern California, ARK Law Estate Planning is a law corporation that provides top-tier estate and financial coaching services.

Exceeding Expectations in the Communities We Serve

ARK Law Estate Planning is committed to extending its services beyond Southern California, catering to the needs of clients in neighboring areas. Our aim is to provide exceptional estate planning and financial coaching services tailored to the unique requirements of each individual.

Estate Planning Services Offered

  • Revocable Living Trust: Our estate planner attorneys meticulously draft Revocable Living Trusts, allowing clients to manage their assets during their lifetime and specify how they should be dispersed posthumously, avoiding the complications of probate court.

  • Pour-Over Wills: Designed to capture any assets not directly placed in a trust, Pour-Over Wills ensure a comprehensive transfer of one's estate into their designated trust upon death, offering an additional layer of security and ease in estate management.

  • Advance Medical Health Care Directives: We craft clear directives that outline your health care preferences, appointing agents to act on your behalf and ensuring your medical wishes are followed when you cannot voice them yourself.

  • HIPAA Release: Our attorneys prepare HIPAA Release forms to permit health care providers to share your medical information with designated individuals, facilitating informed decisions about your health care in times of need.

  • Guardianship Elections: Guardianship Elections are crucial for clients with minors or dependents. Our services include recommending and formalizing legal guardianship arrangements to protect loved ones in the event of your inability to do so.

Financial Coaching Services Offered

  • Budgeting: Our financial planners provide personalized budget planning, helping you manage your income and expenses effectively, set aside savings, and work towards financial stability and growth.

  • Goal Setting: We assist in defining clear, achievable financial goals, offering strategies and milestones to guide your financial journey, ensuring you stay on track towards meeting your objectives.

  • Debt Management: Our team offers strategic advice and practical approaches to manage and reduce debt. From negotiating with creditors to creating efficient payment plans, we help lift the burden of debt.

Begin Your Planning Journey with Us

Ready to secure your financial and legal future? ARK Law Estate Planning is here to guide you through every step of the process. Whether you need an estate planner attorney, a financial planner, or both, contact us today at (619) 800-8386 or fill out our online form. Our dedicated team is ready to serve you and the communities of San Diego with professional, personalized estate and financial planning services.