Estate Planning Attorneys in Santa Barbara, CA

We did the hard work of finding trustworthy partners in Santa Barbara, CA. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Santa Barbara, CA Estate Planning Law Firms

generic_business-71
Fauver, Large, Archbald & Spray, LLP
3 out of 5
Location 820 State St 4th floor, Santa Barbara, CA 93101, USA
Phone (805) 966-7000
Directions
generic_business-71
Law Offices of John J. Thyne III
5 out of 5
Location 2000 State St, Santa Barbara, CA 93105, USA
Phone (805) 963-9958
Directions
generic_business-71
Law Office of J'Aimèe L. Oxton, APLC
5 out of 5
Location 1220.5 State Street 2nd Floor, Santa Barbara, CA 93101, USA
Phone (805) 966-6880
Directions
generic_business-71
Law Offices of James F. Cote
5 out of 5
Location 222 E Carrillo St, Santa Barbara, CA 93101, USA
Phone (805) 966-1204
Directions
generic_business-71
Collins & Associates
Location 213 W Canon Perdido St, Santa Barbara, CA 93101, USA
Phone (805) 730-1333
Directions
generic_business-71
Parks Erin R.
5 out of 5
Location 625 E Victoria St, Santa Barbara, CA 93103, USA
Phone (805) 899-7717
Directions
generic_business-71
Price Postel & Parma, LLP
3 out of 5
Location 200 E Carrillo St # 400, Santa Barbara, CA 93101, USA
Phone (805) 962-0011
Directions
generic_business-71
Barnes & Barnes
Location 1900 State St UNIT M, Santa Barbara, CA 93101, USA
Phone (805) 687-6660
Directions
generic_business-71
Medi-Cal Planning Elder Care Attorney
Location 7 W Figueroa St, Santa Barbara, CA 93101, USA
Phone (805) 946-1550
Directions
generic_business-71
Sanford Horowitz Criminal Defense PC
5 out of 5
Location 1334 Anacapa St, Santa Barbara, CA 93101, USA
Phone (805) 452-7214
Directions
generic_business-71
Law Offices of April M. Lavigne
Location 7 W Figueroa St #300, Santa Barbara, CA 93101, USA
Phone (805) 881-1230
Directions
generic_business-71
Miller & Berryhill
Location 1505 E Valley Rd B, Santa Barbara, CA 93108, USA
Phone (805) 969-4451
Directions
generic_business-71
Wilson & Pettine
4 out of 5
Location 1006 Santa Barbara St, Santa Barbara, CA 93101, USA
Phone (805) 564-2191
Directions
generic_business-71
GM Group, PC
Location 211 E Carrillo St #300, Santa Barbara, CA 93101, USA
Phone (805) 892-2201
Directions
generic_business-71
Lowe Gregory R
3 out of 5
Location 3463 State St, Santa Barbara, CA 93105, USA
Phone (805) 687-3434
Directions
generic_business-71
Hollister & Brace
5 out of 5
Location 1126 Santa Barbara St, Santa Barbara, CA 93101, USA
Phone (805) 963-6711
Directions
generic_business-71
We the People
4 out of 5
Location 1524 State St, Santa Barbara, CA 93101, USA
Phone (805) 962-4100
Directions
generic_business-71
Allen & Kimbell
5 out of 5
Location 317 E Carrillo St, Santa Barbara, CA 93101, USA
Phone (805) 963-8611
Directions
generic_business-71
Law Offices of Gregory I. McMurray, P.C.
5 out of 5
Location 1035 Santa Barbara St, Santa Barbara, CA 93101, USA
Phone (805) 965-3703
Directions
generic_business-71
Marold Law Firm, PC
Location 21 E Carrillo St #150, Santa Barbara, CA 93101, USA
Phone (805) 452-8582
Directions
generic_business-71
Cristi L Michelon Law Office
5 out of 5
Location 132 E Figueroa St, Santa Barbara, CA 93101, USA
Phone (805) 882-2226
Directions
generic_business-71
Integrity Estate Planning
Location 315 Meigs Rd, Santa Barbara, CA 93109, USA
Phone (866) 498-7878
Directions
generic_business-71
Felix & Killen
5 out of 5
Location 1114 State St Suite 232, Santa Barbara, CA 93101, USA
Phone (805) 845-9091
Directions
Estate Planning Lawyers in Santa Barbara, CA

Where Estate Planners in Santa Barbara, CA Serve

Santa Barbara, CA is a picturesque coastal city located in Southern California. Its stunning landmarks include the Santa Barbara Mission, a Spanish colonial-style church with beautiful gardens, and the Santa Barbara County Courthouse, a historic building with a stunning view of the city. The city is home to several top employers, including the University of California, Santa Barbara, Cottage Health, and Raytheon. These companies provide a range of job opportunities for residents. Major highways and streets in the city include the US-101, which runs north-south through the city, and State Street, a popular shopping and dining destination in downtown Santa Barbara. The city is divided into several neighborhoods, each with its own unique character. These include Montecito, a wealthy neighborhood with luxurious homes and beautiful beaches, and the Funk Zone, a trendy area with art galleries, breweries, and wine tasting rooms. Santa Barbara is a vibrant and diverse city with something for everyone to enjoy.

Financial Services Related to Estate Planning in Santa Barbara, CA

Banks and Credit Unions

Residents of Santa Barbara, CA can benefit from a bank in a variety of ways. One of the most common ways is through access to loans and mortgages for purchasing homes in the area. With the high cost of living in Santa Barbara, many residents may need financial assistance to make their dream of homeownership a reality. Additionally, banks can offer personal loans and lines of credit to help with unexpected expenses or to fund home renovations. Santa Barbara is also known for its thriving small business community, and banks can provide business loans and other financial services to help these businesses grow and succeed. Overall, a bank can be a valuable resource for Santa Barbara residents looking to achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Santa Barbara, CA can benefit greatly from the services of an insurance broker. With the city's high cost of living and susceptibility to natural disasters such as wildfires and earthquakes, it is important for residents to have adequate insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their specific needs. Additionally, with Santa Barbara's large population of retirees, an insurance broker can assist in finding affordable and comprehensive health insurance plans. Overall, an insurance broker can provide peace of mind for Santa Barbara residents by ensuring that they are properly protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Santa Barbara, CA can benefit greatly from the expertise of a retirement planner. With the high cost of living in this coastal city, it can be challenging to save enough for a comfortable retirement. A retirement planner can help residents create a personalized savings plan that takes into account their unique financial situation and goals. Additionally, many residents of Santa Barbara work in industries such as healthcare, education, and tourism, which may have different retirement benefits and options. A retirement planner can help navigate these complexities and ensure that residents are making the most of their retirement savings opportunities. Overall, a retirement planner can provide peace of mind and help residents of Santa Barbara achieve their retirement dreams.

Wealth Management

Residents of Santa Barbara, CA can benefit from a wealth manager in several ways. Firstly, a wealth manager can help them manage their investments and create a personalized financial plan to achieve their goals. Secondly, they can help with tax planning and minimize the tax burden for residents. In addition, a wealth manager can advise on estate planning and ensure that residents' assets are distributed according to their wishes. One specific aspect of Santa Barbara that a wealth manager can assist with is navigating the real estate market. With the high cost of living and competitive housing market in the area, a wealth manager can provide guidance on purchasing and managing property to ensure long-term financial stability. Overall, a wealth manager can provide valuable financial expertise and guidance to help residents of Santa Barbara achieve their financial goals.

Financial Advisor

Residents of Santa Barbara, CA can benefit from the guidance of a financial advisor in several ways. One of the most common ways is by creating a personalized financial plan that takes into account the high cost of living in the area. Santa Barbara is known for its beautiful beaches, stunning architecture, and upscale lifestyle, which can come with a hefty price tag. A financial advisor can help residents navigate the local housing market, plan for retirement, and manage their investments to ensure they are making the most of their money. Additionally, with the recent wildfires and mudslides that have affected the area, a financial advisor can provide guidance on how to prepare for and recover from natural disasters. Overall, a financial advisor can be a valuable resource for Santa Barbara residents looking to secure their financial future in a unique and often expensive location.

Mortgage Loan Officer

Residents of Santa Barbara, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can provide guidance on the best mortgage options available to residents based on their specific financial situation and goals. In Santa Barbara, where the median home price is over $1 million, a mortgage loan officer can help residents navigate the competitive housing market and secure the financing they need to purchase their dream home. Additionally, with the city's strong tourism industry and high cost of living, a mortgage loan officer can assist residents in finding ways to refinance their current mortgage or consolidate debt to lower their monthly payments and improve their overall financial stability.

Tax Services

Residents of Santa Barbara, CA can benefit from the expertise of a tax advisor in several ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations that apply to the city. Santa Barbara is known for having higher-than-average property values and a high cost of living, which can make tax planning particularly challenging. A tax advisor can help residents understand how to maximize deductions and credits, minimize tax liabilities, and ensure compliance with local and state tax laws. Additionally, a tax advisor can provide advice on retirement planning, estate planning, and other financial matters that can impact a resident's tax situation. By working with a tax advisor, residents of Santa Barbara can feel more confident in their financial decisions and potentially save money on their taxes each year.

Santa Barbara, CA Financial Resources

Santa Barbara, CA Chamber of Commerce

https://sbscchamber.com/

Santa Barbara, CA City Hall

https://santabarbaraca.gov/

Santa Barbara, CA Public Library

https://library.santabarbaraca.gov/

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs