Trust & Estate Planning Lawyer & Business Formation Attorney

Trust & Estate Planning Lawyer

Preparing and planning for your family's financial success is one of the most important decisions you can make. Our firm has extensive experience in creating and preparing Trust and Estate plans to help our clients develop a completely new Estate Planning Portfolio to protect their family and assets, or we can update your current Will or Trust. Our goal is to help you protect your family and your assets.

By creating an estate plan, you can provide your family a crucial benefit of avoiding the time and expense of going through probate, and potentially other adverse tax consequences. Our Trust and Estate planning Attorneys will listen to your goals to better understand the intricacies of your financial situation to best suit your individual needs. Take the first step for your family's financial success by contacting our experts today.

Free Initial Legal Consultation

Taking the first steps to secure your future doesn't have to be intimidating or expensive. Our attorneys at Pacific Wealth Legal Advisors will educate you and keep you informed through the entire process, thus making your estate planning or business formation an educational and collaborative experience. For your free initial consultation please give us a call today or use our easy contact form to send a message directly to one of our knowledgeable and experienced attorney advisors.

Business Formation Attorney

If you are starting a business or reorganizing your current business, wading through the myriad of business type options can be a daunting task. The decisions you make will affect how your personal assets are protected, how your business is taxed, and the extent of your personal liability. Our experienced Business Formation attorneys can give you the legal guidance you need to make the most profitable decisions for your future.

About Our Firm & Attorneys

The attorneys at Pacific Wealth Legal Advisors are knowledgeable and experienced in their field, continually updating their knowledge of current laws, rules and regulations. When considering a decision of this proportion, it is imperative that the attorney you choose to advise you has taken the adequate time and effort required to keep abreast of current laws, rules and regulations. Our Attorneys have well over two decades of combined experience. Choose one of our expert attorneys to guide you down the path of this financial adventure.

Learn More About Our Attorney Advisors

Reviews

I was so overwhelmed with the idea of putting together a Trust and a Will so that my family could be protected. I had no idea where to start, I called Pacific Wealth Legal Advisors, and they immediately put me at ease. They asked me specific questions and were able to build a Trust/Will for me. Now I feel secure about my families future.

D.C. via Google Reviews

Jeff Ogorek was thorough and patient with us, making sure we understood the entire estate planning process. The staff was also so polite and helpful. This could be a very complicated process, but Jeff made it very stress free. I am so happy I found this law firm.

E.M. via Google Reviews

My partner and I are in the process of starting a business. This business quoted price was much lower than others in the area. The consult was quick, efficient and well informative. I look forward to working with you all in the future. Thank You! Thank You! Thank You; Attorney Jeffrey, for alleviating the stress of paperwork.

C.B. via Google Reviews

I Contacted Pacific Wealth Legal Advisors and The attorney Mr. Jeffrey Ogorek was able to help me and my family with a Trust. Now my families future is secured and I highly recommend anyone.

A.R. via Google Reviews

Pacific Wealth Advisors was great and efficient when assisting me with a transfer deed for my home. Lena and the entire staff was knowledgeable and professional. I recommend Pacific Wealth Advisors to anyone interested in estate planning.

A.B. via Google Reviews

Great timely service and advice...Jeff was great! staff very attentive and helpful...

H.S. via Google Reviews

Professional, knowledgable, responsive. Those are the top three words that describe dealing with Jeff at PWLA. My sister and I appreciated his excellent service. Thanks Jeff.

S.H. via Google Reviews

The Attorneys at Pacific Wealth Legal Advisors were able to assist me with all the questions, and concerns I had regarding my Trust.

G.H. via Google Reviews

They were able to assist me with questions on a property that was placed in a trust. I will be using their services in a probate matter and more than likely be using them to represent me in the future.

P.G. via Google Reviews

I am in search of a reputable, professional firm to do my estate planning and Pacific Wealth Legal Advisors is exactly what I am looking for!

J.R. via Google Reviews

PWLA is great with communication, don't look elsewhere they can get the job done!

L.N. via Google Reviews

Our Most Recent Blog Article

Essential Financial Moves to Make When You Become a Parent

November 1st, 2019 by Sara Bailey

Life gets a lot more complicated when you become a parent. Between taking care of a baby and tending to your own needs, planning for the future can fall by the wayside. Many new parents find themselves focussing all of their energy on immediate financial...

Read Full Story »

Tags: financial planning, lawyer, llc