Estate Planning Attorneys in San Luis Obispo, CA

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List of Firms

Top San Luis Obispo, CA Estate Planning Law Firms

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The Law Office of Clay A. Schroeder
5 out of 5
Location 863 Pacific St suite b, San Luis Obispo, CA 93401, USA
Phone (805) 395-0689
Directions
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The Law Office of Peter Depew
5 out of 5
Location 1119 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 295-6856
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Claire M. Corcoran Attorney At Law
5 out of 5
Location 979 Osos St Suite C2, San Luis Obispo, CA 93401, USA
Phone (805) 541-3260
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Radovich Mediation Group
5 out of 5
Location 1334 Chorro St, San Luis Obispo, CA 93401, USA
Phone (805) 541-5900
Directions
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Andre, Morris & Buttery
4 out of 5
Location 1102 Laurel Ln, San Luis Obispo, CA 93401, USA
Phone (805) 543-4171
Directions
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O'Neill Janet
5 out of 5
Location 1014 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 543-7695
Directions
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Tardiff & Saldo Law Offices
Location 1235 Palm St, San Luis Obispo, CA 93401, USA
Phone (888) 461-2215
Directions
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Frederickson Law
Location 755 Santa Rosa St STE 300, San Luis Obispo, CA 93401, USA
Phone (805) 541-4900
Directions
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Law Office of Ann Colville Murphy
Location 641 Higuera St Suite 302, San Luis Obispo, CA 93401, USA
Phone (805) 788-8689
Directions
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Aron Law Firm - Criminal Defense Lawyers
5 out of 5
Location 505 Higuera St, San Luis Obispo, CA 93401, USA
Phone (805) 837-0832
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Lomeli Law
5 out of 5
Location 1141 Pacific St Suite F, San Luis Obispo, CA 93401, USA
Phone (805) 433-2000
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The Bailey Law Firm
5 out of 5
Location 1405 Garden St #2, San Luis Obispo, CA 93401, USA
Phone (805) 232-4577
Directions
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Parker & Sander
5 out of 5
Location 755 Santa Rosa St STE 300, San Luis Obispo, CA 93401, USA
Phone (805) 541-9930
Directions
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Edwin J. Rambuski Law Offices
Location 1401 Higuera St, San Luis Obispo, CA 93401, USA
Phone (805) 546-8284
Directions
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Owens R Kevin
5 out of 5
Location 1103 Johnson Ave # E, San Luis Obispo, CA 93401, USA
Phone (805) 541-8700
Directions
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Lustig Law - San Luis Obispo Family Lawyer
5 out of 5
Location 1428 Phillips Ln STE 202, San Luis Obispo, CA 93401, USA
Phone (805) 738-6673
Directions
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Jeffrey D. Stulberg Law Office
4 out of 5
Location 755 Santa Rosa St STE 300, San Luis Obispo, CA 93401, USA
Phone (805) 544-7693
Directions
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Ernst Law Group
5 out of 5
Location 1020 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 779-3745
Directions
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Pick Law Office
5 out of 5
Location 863 Pacific St b, San Luis Obispo, CA 93401, USA
Phone (805) 541-1855
Directions
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Law Office of Marilyn Sullivan
5 out of 5
Location 561 Luneta Dr, San Luis Obispo, CA 93405, USA
Phone (805) 481-9890
Directions
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Ogden & Fricks LLP
5 out of 5
Location 656 Santa Rosa St # 2B, San Luis Obispo, CA 93401, USA
Phone (805) 544-5600
Directions
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Schubert P Terence
5 out of 5
Location 1254 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 543-1113
Directions
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Carmel & Naccasha LLP
5 out of 5
Location 694 Santa Rosa St, San Luis Obispo, CA 93401, USA
Phone (805) 546-8785
Directions
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Stephen K Hall & Associates
5 out of 5
Location 756 Santa Rosa St, San Luis Obispo, CA 93401, USA
Phone (805) 543-8989
Directions
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Botti & Morison Estate Planning Attorneys, Ltd.
5 out of 5
Location 2436 Broad St, San Luis Obispo, CA 93401, USA
Phone (805) 544-0410
Directions
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Law Offices of Robert Bettencourt
4 out of 5
Location 981 Osos St, San Luis Obispo, CA 93401, USA
Phone (805) 549-9876
Directions
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O'Neill & Woolpert
5 out of 5
Location 1014 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 543-7695
Directions
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Central Coast Estate Planning & Fiduciary Services
4 out of 5
Location 778 Osos St, San Luis Obispo, CA 93401, USA
Phone (805) 439-2323
Directions
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Shipsey & Seitz Inc
Location 1066 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 543-7272
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The Law Office of Cameron M. Fernandez
5 out of 5
Location 1301 Chorro St suite a, San Luis Obispo, CA 93401, USA
Phone (805) 346-8536
Directions
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Frederickson Hamilton, LLP
5 out of 5
Location 755 Santa Rosa St STE 300, San Luis Obispo, CA 93401, USA
Phone (805) 541-4900
Directions
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James McKiernan Lawyers
5 out of 5
Location 21 Santa Rosa St Suite #300, San Luis Obispo, CA 93405, USA
Phone (800) 200-4878
Directions
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Money Law Firm
Location 3196 S Higuera St STE E, San Luis Obispo, CA 93401, USA
Phone (805) 547-2255
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O'Neill Charron
4 out of 5
Location 1014 Palm St, San Luis Obispo, CA 93401, USA
Phone (805) 543-7695
Directions
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Wilson & Wilson Attorneys at Law
4 out of 5
Location 960 Toro St, San Luis Obispo, CA 93401, USA
Phone (805) 546-8098
Directions
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Law Office of Stewart D. Jenkins
4 out of 5
Location 1336 Morro St, San Luis Obispo, CA 93401, USA
Phone (805) 541-5763
Directions
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805 Law Group
5 out of 5
Location 940 Santa Rosa St, San Luis Obispo, CA 93401, USA
Phone (805) 365-6221
Directions
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R Kevin Owens Attorney At Law
Location 1103 Johnson Ave, San Luis Obispo, CA 93401, USA
Phone (805) 541-8700
Directions
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Hill Jesse
5 out of 5
Location 1042 Palm St # 200, San Luis Obispo, CA 93401, USA
Phone (805) 748-8308
Directions
Estate Planning Lawyers in San Luis Obispo, CA

Where Estate Planners in San Luis Obispo, CA Serve

San Luis Obispo, CA is a vibrant city nestled in the heart of the Central Coast of California. Known for its beautiful beaches, quaint downtown area, and stunning natural scenery, this city is a top destination for tourists and locals alike. Some of the most notable landmarks in San Luis Obispo include the Mission San Luis Obispo de Tolosa, Bubblegum Alley, and the Madonna Inn. As for top employers, the city is home to California Polytechnic State University, Pacific Gas and Electric, and Mindbody Inc. Major highways and streets in the area include Highway 101, Los Osos Valley Road, and Higuera Street. There are also several distinct neighborhoods in San Luis Obispo, including Downtown, Laguna Lake, and Foothill Boulevard. With so much to offer, it's no wonder that San Luis Obispo is one of the most beloved cities on the Central Coast.

Financial Services Related to Estate Planning in San Luis Obispo, CA

Banks and Credit Unions

Residents of San Luis Obispo, CA can benefit from a bank in several ways. Firstly, a bank can provide them with various financial services such as checking and savings accounts, loans, and credit cards. This can help them manage their finances better and plan for their future. Additionally, banks in San Luis Obispo, CA can offer personalized advice on financial matters that are specific to the area, such as investing in local businesses or buying property in the nearby wine country. Furthermore, banks can help residents with online banking services, which can save them time and hassle. Overall, a bank can be a valuable resource for residents of San Luis Obispo, CA, helping them with their financial needs and goals.

Insurance Broker

Residents of San Luis Obispo, CA can benefit greatly from the services of an insurance broker. With its proximity to the coast, residents in this area may be at risk for flood damage, making it important to have proper coverage. An insurance broker can help residents find the right flood insurance policy to protect their homes and belongings. Additionally, many residents in San Luis Obispo are self-employed or work in the gig economy, which can make finding affordable health insurance a challenge. An insurance broker can help these individuals navigate the complex healthcare system and find a plan that meets their needs and budget. Overall, an insurance broker can provide invaluable assistance to residents of San Luis Obispo, ensuring they have the right insurance coverage to protect themselves and their families.

Retirement Planning

Residents of San Luis Obispo, CA can benefit greatly from the expertise of a retirement planner. With the city's high cost of living and rapidly growing population of retirees, a retirement planner can provide guidance on how to manage finances and investments to ensure a comfortable retirement. Additionally, San Luis Obispo is known for its beautiful coastal location and outdoor recreational opportunities, which can lead to unique retirement goals such as purchasing a vacation home or funding travel expenses. A retirement planner can help residents of San Luis Obispo navigate these specific financial considerations and create a personalized plan for a fulfilling retirement.

Wealth Management

Residents of San Luis Obispo, CA can benefit from the expertise of a wealth manager in several ways. Firstly, a wealth manager can help residents of San Luis Obispo navigate the local real estate market, which is known for its high prices and limited inventory. With the help of a wealth manager, residents can make informed decisions about buying or selling property, ensuring that they get the best possible return on their investment. Additionally, a wealth manager can provide guidance on retirement planning, helping residents to build a nest egg that will sustain them through their golden years. In a community like San Luis Obispo, where many residents are nearing retirement age, this kind of guidance can be invaluable. Finally, a wealth manager can help residents to manage their taxes, ensuring that they take advantage of all available deductions and credits. In a state like California, where taxes can be quite high, this kind of assistance can make a significant difference in a resident's overall financial health.

Financial Advisor

Residents of San Luis Obispo, CA could benefit from the expertise of a financial advisor in a variety of ways. One particular area of concern for many locals is the high cost of living in the area, which can make it difficult to save for retirement or other long-term financial goals. A financial advisor can help residents create a budget that takes into account the unique expenses of living in San Luis Obispo, such as housing costs and transportation expenses. They can also provide guidance on investment strategies that can help residents grow their wealth over time, despite the high cost of living. Additionally, a financial advisor can help residents navigate the complex tax laws in California, ensuring that they are taking advantage of all available deductions and credits. Overall, a financial advisor can be a valuable resource for residents of San Luis Obispo who are looking to achieve their financial goals in a challenging economic environment.

Mortgage Loan Officer

Residents of San Luis Obispo, CA can benefit greatly from the services of a mortgage loan officer. One of the most common ways that they can be helped is by finding the best mortgage rates and loan options available to them. With the high cost of living in San Luis Obispo, finding an affordable mortgage is crucial for many residents. A mortgage loan officer can also assist with navigating the complex process of obtaining a mortgage, including filling out paperwork and understanding the terms of the loan. Additionally, with the unique housing market in San Luis Obispo, which is known for its high demand and limited inventory, a mortgage loan officer can help residents compete in a competitive market and secure their dream home.

Tax Services

Residents of San Luis Obispo, CA can benefit greatly from the guidance of a tax advisor. With the city's growing economy and high cost of living, it's important to make smart financial decisions and maximize tax savings. A tax advisor can help individuals navigate the complex tax system, identify deductions and credits that may be overlooked, and develop a personalized tax strategy that fits their unique financial situation. Additionally, San Luis Obispo is home to many small businesses and entrepreneurs who can benefit from the expertise of a tax advisor to ensure compliance with tax laws and optimize their business structure for tax purposes. With the help of a tax advisor, residents of San Luis Obispo can feel confident in their financial decisions and minimize their tax burden.

San Luis Obispo, CA Financial Resources

San Luis Obispo, CA Chamber of Commerce

https://slochamber.org/

San Luis Obispo, CA City Hall

https://www.slocity.org/

San Luis Obispo, CA Public Library

https://www.slolibrary.org/

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