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A Thoughtful Approach To Estate Planning

The peace of mind that comes from knowing your loved ones will be secure if you die or become incapacitated can only occur if you truly understand what your estate plan accomplishes. That is not a simple task given the complex nature of today's estate planning tools and the legal jargon that is loaded into estate planning documents.

I make a point of explaining estate planning in terms you will understand. In fact, I build in an extra appointment between drafting your documents and signing them. During this extra meeting, we will review your documents together. I don't want you to sign anything you don't fully understand. Because most of my clients pay on a flat-fee basis, the extra care I put into reviewing your estate plan with you comes at no extra cost.

"Thank you for your expertise, your thoroughness, your explanations and your patience. We now feel more comfortable in these retirement years knowing the legal aspects of our estate are in good order." — A.N., Oceanside

An Oceanside Lawyer Who Helps With Medi-Cal Eligibility And More

One of the most important steps many people should take is to protect their savings from being depleted by long-term care late in life. I help a number of clients in Oceanside and throughout Greater San Diego navigate the California Medi-Cal eligibility process so they can protect their own assets and recover financial assistance for long-term care.

A History Of Helping Residents Throughout North County Communities

I welcome the opportunity to meet with you to answer your estate planning questions and review your needs. I offer a free consultation to anyone wishing to create a trust or to individuals who wish to review an existing trust if the settlor - the person who created the trust - is present and still mentally competent (i.e. still knows the number of children they have, their first names and knows why they are at the lawyers office). A nominal flat fee is charged for other consultations, but it is waived if you become a client.

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Over 30 Years of Legal Experience Working For You

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Estate Preservation Group, Marilyn Shea Attorney
2103 El Camino Real, Suite 103A
Oceanside, CA 92054

Phone: 760-453-0518
Fax: 760-721-0202
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