Milda Goeriz, Trust and Estate Planning Attorney in San Diego, CA

Q: How does the estate planning process work?

The estate planning process begins with a free initial consultation to discuss your goals, concerns, and unique circumstances. Milda Goeriz will then create a personalized plan, which may include drafting essential documents, such as wills, trusts, and powers of attorney, to ensure your legacy is protected and your wishes are carried out.

Q: What is the importance of estate planning?

Estate planning is essential for protecting your assets, ensuring your loved ones are provided for, and minimizing taxes and probate fees. It also allows you to make informed decisions about your healthcare, finances, and personal affairs, should you become incapacitated, providing peace of mind for you and your family.

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About

Milda Goeriz, Trust and Estate Planning Attorney, provides comprehensive services in San Diego, CA, including estate planning, trust administration, and probate. With a focus on personalized attention, the firm caters to individuals and families seeking expert guidance on protecting their assets and legacy. The attorney's extensive experience and compassionate approach make her a trusted advisor for those navigating complex estate planning matters, ensuring peace of mind for her clients.

Contact information

Milda Goeriz, Trust and Estate Planning Attorney

11622 El Camino Real # 100, San Diego, CA 92130, USA

(858) 764-2547

http://www.sandiegotrustlawyer.com/

Sunday Closed
Monday 9 AM–6 PM
Tuesday 9 AM–6 PM
Wednesday 9 AM–6 PM
Thursday 9 AM–6 PM
Friday 9 AM–5 PM
Saturday Closed

What services does Milda Goeriz, Trust and Estate Planning Attorney offer?

Milda Goeriz provides comprehensive estate planning services, including wills, trusts, powers of attorney, and probate administration. She also assists with trust administration, guardianships, and conservatorships, ensuring her clients' wishes are respected and their assets protected.

How does the estate planning process work?

The estate planning process begins with a free initial consultation to discuss your goals, concerns, and unique circumstances. Milda Goeriz will then create a personalized plan, which may include drafting essential documents, such as wills, trusts, and powers of attorney, to ensure your legacy is protected and your wishes are carried out.

What is the importance of estate planning?

Estate planning is essential for protecting your assets, ensuring your loved ones are provided for, and minimizing taxes and probate fees. It also allows you to make informed decisions about your healthcare, finances, and personal affairs, should you become incapacitated, providing peace of mind for you and your family.

Reviews

Source: reviews left by customers on Google.

Kelly Paul - Google user

a month ago

I had a wonderful experience working with Milda Goeriz and her staff on my Will, Trust and Powers of Attorney. Legal matters can be intimidating, but Ms. Goeriz made the process smooth, easy and seamless. I chose her firm based on testimonials such as this that others had posted and because her cost rates were transparently posted on her website, with no hidden fees. I was able to get an appointment quickly and all my questions were answered. The finalized documents were presented in a professional tabbed binder. I highly recommend Milda Goeriz for your Estate Planning.

Alex Guo - Google user

a month ago

Milda is wonderful and exceeded all of our expectations for a trust attorney. She is an expert in her field, explains everything clearly, simply, and concisely and is communicative. She is also very friendly and easy to talk to. Highly recommended!

Andrew Smith - Google user

5 months ago

My wife and I worked with Milda Goeriz on our estate and trust planning, and we’re so glad we did. From the very beginning, she made what felt like an overwhelming process simple and approachable. Milda took the time to really listen to us, understand our family’s needs, and guide us through each decision with patience and care. Her professionalism and attention to detail gave us great peace of mind, but what stood out most was how much she truly cared about helping us make the best choices for our family’s future. We’re very grateful for her guidance and would wholeheartedly recommend her to anyone looking for estate and trust planning support.