Establish a well-detailed plan so your loved ones can inherit your wealth!
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Helping You Protect Your Assets and Secure Your Family’s Future
Protect your loved ones by ensuring their financial future with the help of ADVANCED ESTATE PLANNING. Based in San Diego, California, we work with individuals across the country who wish to safeguard their wealth and put a plan in place. Whether it's financial, estate, or Medicaid (Medi-Cal) planning, we've got you covered.
We are more than just Estate Planning!
We use a HOLISTIC approach to achieve your goals. Whether it is estate & financial planning, transferring your assets to your heirs, or laying out a long-term healthcare plan, we have the tools and team to assist your needs. We take the time to get to know you, your family, your situation, your attitudes and beliefs, to create the best plan possible. We look at more than just your money. To discuss your specific needs and to get started on creating a plan, talk to us today.
Mission Statement
It is the mission of Advanced Estate Planning to help clients navigate the many financial and health related issues they face today and in the future. With the use of proper Financial, Estate, and Asset Protection Planning Planning techniques, we safeguard clients’ wealth against those occasions that present the greatest threat.
A personal touch for your estate plans
Starting up plans for insurance, investment, or retirement is not enough to secure your wealth for your loved ones. Get help from professionals in estate planning when it comes to processing documents for your assets and possessions. Advanced Estate Planning has the knowledge, expertise, and support to manage your family’s needs.
Our veteran-owned company in San Diego, California is composed of registered LDAs (legal document assistants) and CEP®'s (certified estate planners™) who will provide quality documents and administration services. Get in touch with us today!