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Gain Financial Peace of Mind

Through Planning

To make an inquiry or request any of our services, contact ADVANCED ESTATE PLANNING in San Diego, California via phone or email or through the form on this page.





Plan Your Way Toward Financial Security and Freedom

Determine where your money is going and where it will go in the future by consulting one of our advisors at ADVANCED ESTATE PLANNING in San Diego, California. You can turn to us to assist you on any of the following:

  • Estate Planning
  • Financial Planning
  • Medi-Cal Planning
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ADVANCED ESTATE PLANNING

Phone: 1-833-MY ASSET

 OR 619-581-9591

Email: info@advancedestateplanning.com

Disclaimer:  We are not a law firm or a substitute for an attorney, law firm​, or legal advice. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies.Advanced Estate Planning is a California Registered Legal Document Assistant. We are not a law firm nor are we engaged in the practice of law. Our services are “Self-Help Legal Service” as defined in California Business and Professions Code 6400(d)(1): “Completing legal documents in a ministerial manner, selected by a person who is representing himself or herself in a legal matter, by typing or otherwise completing the documents at the person’s specific direction. Use of the word “plan” in phrases such as “Estate Plan” or similar is intended to convey the components of commonly bundled estate planning documents and does not imply the legal sufficiency of any particular combination of documents as appropriate for your specific situation. Any educational material on this site was created and approved by a California-licensed attorney and has been provided by Advanced Estate Planning as a means of assistance in the creation of your own legal documents. Communications between you and Advanced Estate Planning are protected by our Privacy Policy but not by the attorney-client privilege or as work product. We are not a law firm or a substitute for an attorney, law firm, or legal advice. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. San Diego County LDA #241 Exp. 07/22/2026.
Medicaid Services have restrictions and are seperate from any LDA. Services. Legal advocate in a non-attorney capacity
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