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ADVANCED ESTATE PLANNING

ADVANCED ESTATE PLANNING





Find Out How We Have Helped Clients With Their Financial Planning Needs

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.

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Testimonials From Our Clients 

At ADVANCED ESTATE PLANNING in San Diego, California, we aim to help clients achieve all of their financial goals not just for themselves but also for the people they love. Learn more about how we have accomplished our goal through the testimonials on this page.



“Peggy and I deeply appreciate all the work that Jamie went through to prepare our Trust and Estate Planning documents. We would certainly recommend Advanced Estate Planning to our friends and acquaintances seeking similar assistance. Thank you again for all of your efforts!”


- Peggy & Ken T.

“We've been very satisfied—we give you all top marks!”

- Greg G.

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Get in Touch With Us

ADVANCED ESTATE PLANNING

Phone: 1-833-MY ASSET

 OR 619-581-9591

Email: [email protected]

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. 07/22/2024  
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