Preston Estate Planning

Preston Estate Planning is an Estate Planning Attorney in San Diego, CA, located at 12396 World Trade Dr UNIT 301. The firm provides estate planning services to clients throughout California, specializing in the creation of trusts and wills that address tax reduction, asset protection, and disability planning. Rather than focusing solely on avoiding probate, the firm developed the Life Plan, a trademarked process incorporating eight features including a disability panel, silent partner, co-trustee, medical emergency card, asset protection inheritance trust, capital gains election, re-marriage protection, and retirement trust. The firm also offers a 28-point maintenance membership program to keep plans current as laws and life circumstances change. Services span the creation, maintenance, and administration of estate plans, with support for trustees and assistance with estate settlement, funding, and filing. The firm holds a rating of 4.90 based on customer reviews.

Preston Estate Planning has practiced exclusively in estate planning since 1981, nearly forty years during which the firm reviewed over 11,000 trusts from other attorneys throughout California. The firm identified that many standard trusts designed to avoid probate left clients vulnerable to higher taxes, divorce-related asset loss, and costly court processes in cases of dementia or incapacity. To address these issues, the firm offers the Life Plan, which includes specific protections such as a silent partner and capital gains election. The firm is led by founder and principal John Preston, along with attorneys Don V. Zoellner, J.M. Preston, and Jennifer Knight. A dedicated support team handles operations, human resources, finance, scheduling, and word processing to ensure the firm runs smoothly. The firm provides free webinars, a free report comparing the Life Plan and Death Plan, and video tutorials on properly funding trusts.

The firm’s 4.90 rating reflects the positive experiences of customers who have reviewed its services. Clients have noted the firm’s compassion, availability, and the peace of mind provided by organized legal matters. One client working with the firm since 1998 praised the fabulous work and the availability of seminars and brochures. The firm’s approach treats clients with the same care and consideration extended to their own families, emphasizing outcomes and long-term protection.

Preston Estate Planning combines nearly forty years of exclusive estate planning experience with a comprehensive Life Plan to safeguard assets for clients in San Diego and across California.

Preston Estate Planning is situated on World Trade Drive in San Diego, California, near the main road Camino del Norte. The office is located about a third of a mile from the Poway Woods neighborhood and Highland Ranch Elementary School.

BizScoreAI awarded the business a Technical score of 96 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The firm also received a Content Quality score of 75 out of 100.