High-quality, straightforward, and comprehensive estate planning services at an affordable price.

We know more than half of Americans lack a proper estate plan. Of those who do, they usually begin the process after suffering a bad experience in their family or learning of a bad experience from a friend. At Praesidio Estate Planning, we are committed to providing you with a professional, comfortable, and valuable experience aimed at allowing you and your family to take control of your estate in the present and avoid the unknown and uncomfortable challenges the future may bring.

Estate Planning relies on the four pillars:

  • The Will

  • The Trust

  • The Durable Power of Attorney

  • The Advance Health Care Directive

We go beyond merely drafting these documents. Our approach revolves around getting to know our clients and the circumstances or situations that concern them the most. We listen to you and take the time needed to understand your goals. When necessary, we will educate you on how your goals may become disrupted without proper estate planning. We will provide sound advice, tailored document drafting, and assistance with implementing the plan we devise.

 
 

Welcome to Praesidio Estate Planning. Please take some time to review our client education resource and check out our competitive pricing.

Or schedule a complimentary consultation.

 
 
 

The first step is contacting our office.

While our website provides a general overview of the estate planning process in the Estate Planning 101 section, the first step is to contact us for a complimentary consultation.

Our office is conveniently located off the 5 Freeway and Del Mar Heights Road at 12680 High Bluff Drive, Suite 250, San Diego, CA 92130 (within the suite of Capital Growth, Inc.).

 
 
 

This web site is considered a communication for the purpose of advertising the availability of Matt Belardes, CFA, CFP, Esq. and Praesidio Estate Planning for the purpose of legal services. We are located at 12680 High Bluff Drive, Suite 250, San Diego, CA 92130
and may be reached at (858) 255 - 1063 or mattb@praesidiolaw.com.