Estate Planning Attorneys
San Diego, CA
Friendly Law Office with Big Firm Results
Where Do You Begin When You Need A Will, Trust, and Power of Attorney?
Start with a clear understanding of what each document does and why they matter. A will directs how your assets are handled after death. A trust can help avoid probate and manage assets during life and after. A power of attorney ensures someone you trust can act for you if you're unable. Each serves a distinct role in protecting your wishes and your loved ones.
At Prager Jones, we guide you through this process with care and clarity:
Clarity First: We explain the purpose and function of each document so you’re not overwhelmed or confused.
Custom Plans: We build legal documents tailored to your specific goals—not templates, but thoughtful strategies.
Deep Legal Experience: Our attorneys bring decades of estate planning focus, right here in San Diego.
Long-Term Support: We don’t disappear after signing—your estate plan is reviewed as your life evolves
At Prager Jones Estate Planning, we know your family’s future is too important to leave to chance — and we’re here to plan for the future you deserve.
(619) 439-7671
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Our Estate Planning Attorneys
What’s Included in Our Living Trust Package
Our estate planning packages are transparent and designed to cover everything most individuals and families need to protect their legacy and avoid probate in California.
Pricing
- Individual Living Trust: $2,250
- Joint Living Trust (for married or California-registered domestic partners): $4,500
Here’s what’s included:
- Living Trust
Clearly outlines who manages your estate and who receives your assets.- Joint trusts are for legally married couples or California-registered domestic partners.
- Unmarried or locally registered couples should use separate individual trusts.
- Pour-Over Will
A backup document that catches assets not titled in your trust. Not the same as a standalone will. - Durable Power of Attorney
Appoints someone you trust to handle your financial matters if you become incapacitated. - Advance Health Care Directive
Specifies your medical wishes and names someone to make health care decisions if you can’t. - Personal Property Memorandum
Lets you designate who gets specific personal items like jewelry, instruments, or vehicles. - Nomination of Guardian (if needed)
Names a guardian for minor children. Automatically expires once all children turn 18. - Third-Party Special Needs Trust (if needed)
Protects inheritance for beneficiaries who receive government assistance, without affecting eligibility. - Deed Transfers (Real Property)
- Trust Transfer Deed: Immediately places real estate into the trust to avoid probate.
- Transfer-on-Death Deed: Adds property to your trust only after death—ideal for investment properties.
- each type of trust deed is a tax exempt transfer so it will not trigger a property tax reassessment.
- Solo trusts include 1 deed; joint trusts include 2. Additional deeds are $300 each.
Start with Confidence—We're Here to Guide You
Estate planning doesn’t have to be complex and overwhelming. At Prager Jones, we focus on making the process clear, thoughtful, and custom tailored to you. Whether you need a full estate plan, updates to an existing trust, or just answers to your questions, we’re here to help you protect what matters most—on your terms and your timeline.
Additional Estate Planning Services
In addition to full estate plans, we offer a range of focused services to meet your specific needs. Whether you're updating an existing trust, need standalone documents, or just want a second opinion, our offerings are designed to give you clarity and control without unnecessary complexity.
Separate Property Trust
$950 (add-on) | $1,850 (standalone)
Used alongside a joint trust when a spouse has separate assets that need distinct management or distribution.
Durable Power of Attorney
$350 each + notary
Names someone to manage your legal and financial affairs if you're incapacitated. Durable powers are effective immediately; springing powers are discouraged.
Advance Health Care Directive
$350 each + notary
Appoints someone to make medical decisions for you when you can't. Includes your health care preferences. Not the same as a DNR or POLST.
Returning Client Updates
$500–$950
For clients updating a trust or will originally prepared by us. Includes a 30-minute review call. Pricing depends on update complexity.
Trust/Will Review
$1,400
Review of documents prepared elsewhere. Includes one hour of review and a 60-minute consultation to answer your questions.
Consult / Advice Call
$350 per 30 minutes
For clients who need extra meeting time beyond what's included in the standard estate planning package.
Our Estate Planning Process
We make the process simple, transparent, and thorough—from your first call to the final signing.
Free Intro Call
A 15-minute consultation to answer questions and see if we're a good fit. This is optional and suggested.
Planning Meeting
- You'll complete an intake form before we meet.
- We’ll walk through your goals and explain what documents you’ll need.
Drafting Your Plan
- You’ll receive a full draft within 5–7 business days.
- Review at your own pace; we’ll provide tips on what to focus on.
- Send any questions ahead—we’ll address them at the next meeting.
Finalization Meeting
- We go over your documents in detail and answer your questions.
- Any edits are made live during the meeting.
Signing & Notarization
- Sign and notarize your documents in our office (notary included).
- If you're outside San Diego, we’ll prep everything for a local notary.
Payment Schedule
- 50% due after your Planning Meeting (before you receive your draft).
- Final 50% due after your draft, and no later than 2 business days before your Finalization Meeting.
- Unpaid invoices will delay your plan—reminders will be sent.
Serving the Best Interests of Our Clients
We follow the wisdom that placing the interests of our clients first causes everything else to fall into place. Our client-centric approach ensures that our clients’ needs are met and exceeded. Every case is approached with a “Client First” attitude. Our guiding principle is advocating for our clients as if they were our own friends and family.
Estate Planning Consultation Form
To get started, complete this form, and we will contact you once received.
