Milda Goeriz, Trust and Estate Planning Attorney, San Diego

About

Milda Goeriz, Trust and Estate Planning Attorney, offers expert services in trust and estate planning, located in San Diego, CA. With a focus on personalized attention and comprehensive solutions, the firm caters to individuals and families seeking to secure their legacy and protect their assets. The attorney's expertise and compassionate approach make the estate planning process smooth and stress-free, providing peace of mind for clients and their loved ones.

Contact information

Milda Goeriz, Trust and Estate Planning Attorney

11622 El Camino Real # 100, San Diego, CA 92130, USA

(858) 764-2547

http://www.sandiegotrustlawyer.com/

Sunday Closed
Monday 9 AM–6 PM
Tuesday 9 AM–6 PM
Wednesday 9 AM–6 PM
Thursday 9 AM–6 PM
Friday 9 AM–5 PM
Saturday Closed

What services does Milda Goeriz, Trust and Estate Planning Attorney offer?

Milda Goeriz, Trust and Estate Planning Attorney provides comprehensive trust and estate planning services, including wills, trusts, probate, and estate administration. The firm's goal is to help individuals and families protect their assets, minimize taxes, and ensure a smooth transfer of wealth to their heirs.

What is the process of creating a trust or estate plan?

The process typically begins with an initial consultation to discuss your goals, concerns, and objectives. The attorney will then help you determine the best course of action, which may involve drafting a will, creating a trust, or implementing other estate planning strategies. Clear communication and a personalized approach are key to ensuring your plan meets your unique needs.

Do I need an estate plan if I'm not wealthy?

Yes, everyone can benefit from having an estate plan, regardless of their wealth. An estate plan helps ensure that your wishes are respected, your assets are protected, and your loved ones are taken care of. It's not just about wealth; it's about peace of mind and protecting your legacy.

Reviews

Brian Arrington - Google user

3 months ago

Working with Milda Goeriz has been an outstanding experience from start to finish. She and her assistant, Sharon, demonstrated a deep understanding of estate law and took the time to explain every detail clearly and patiently. What impressed me the most was their professionalism, compassion, and attention to detail. Every aspect of my estate planning was handled thoroughly and efficiently. Milda made what could have been a stressful process smooth and straightforward. Her integrity and genuine care for my best interests truly set them apart. I now have complete peace of mind knowing that my affairs are in order and handled by someone i can trust completely. I highly recommend Milda to anyone seeking to anyone seeking knowledgeable, trustworthy, and dedicated legal counsel for estate planning or related matters.

Kelly Paul - Google user

a month ago

I had a wonderful experience working with Milda Goeriz and her staff on my Will, Trust and Powers of Attorney. Legal matters can be intimidating, but Ms. Goeriz made the process smooth, easy and seamless. I chose her firm based on testimonials such as this that others had posted and because her cost rates were transparently posted on her website, with no hidden fees. I was able to get an appointment quickly and all my questions were answered. The finalized documents were presented in a professional tabbed binder. I highly recommend Milda Goeriz for your Estate Planning.

Simone Callahan - Google user

2 months ago

I had a great experience working with Milda on setting up my family's trust. She was really easy to get a hold of, answered all my questions (and follow up questions), and helped me understand all of my options. She is very friendly and professional and provided me with a hard copy and digital copy of everything I need to utilize my trust. I would highly recommend Milda's services.

Alex Guo - Google user

a month ago

Milda is wonderful and exceeded all of our expectations for a trust attorney. She is an expert in her field, explains everything clearly, simply, and concisely and is communicative. She is also very friendly and easy to talk to. Highly recommended!

Andrew Smith - Google user

5 months ago

My wife and I worked with Milda Goeriz on our estate and trust planning, and we’re so glad we did. From the very beginning, she made what felt like an overwhelming process simple and approachable. Milda took the time to really listen to us, understand our family’s needs, and guide us through each decision with patience and care. Her professionalism and attention to detail gave us great peace of mind, but what stood out most was how much she truly cared about helping us make the best choices for our family’s future. We’re very grateful for her guidance and would wholeheartedly recommend her to anyone looking for estate and trust planning support.