Wealth Care Lawyer - San Luis Obispo, California

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Wealth Care Lawyer: A Trusted Legal Partner for Comprehensive Estate Planning

For individuals and families seeking expert guidance in estate planning and related legal matters, Wealth Care Lawyer stands as a premier resource. Located at 1008 Palm St Suite B, San Luis Obispo, CA 93401, United States, this law firm offers a dedicated approach to safeguarding assets and ensuring a smooth transition for loved ones. You can reach them at Phone: 8057032282, or visit their website at Website: wealthcarelawyer.com to learn more.

Specialties include acting as an estate planning attorney, functioning as a respected law firm, and providing legal services through a skilled lawyer. Wealth Care Lawyer distinguishes itself by concentrating specifically on the unique needs of clients navigating complex financial situations, particularly those involving long-term care and the preservation of wealth for future generations. They understand the delicate balance between legal compliance and personal values.

Key Features & Accessibility

• Veteran-Owned Business: Wealth Care Lawyer proudly identifies as a veteran-owned firm, reflecting a commitment to service and integrity.
• Convenient Services: They offer both online appointments and traditional on-site services, catering to a wide range of client preferences.
• Accessibility: The firm prioritizes accessibility for all clients. This includes a wheelchair-accessible car park, wheelchair-accessible entrance, and a wheelchair-accessible toilet and restroom.
• Supportive Environment: Wealth Care Lawyer fosters an LGBTQ+ friendly environment, ensuring clients feel comfortable and respected.
• Appointment Requirements: All clients are required to schedule an appointment. They strongly recommend booking in advance to secure a time.

Client Feedback & Reputation

Wealth Care Lawyer consistently receives outstanding reviews. Currently, they boast 11 reviews on Google My Business, with an impressive average opinion of 5/5. These testimonials highlight the firm's professionalism, knowledge, and compassionate approach. Clients frequently praise the attorneys’ clear explanations, personalized service, and dedication to achieving their clients’ goals. A common sentiment is that they provide peace of mind knowing their estate plan is secure.

Additional Information

Wealth Care Lawyer is dedicated to providing comprehensive legal assistance, ensuring clients are well-informed and confident in their decisions. They understand that estate planning is more than just paperwork; it’s about protecting legacies and providing security for your family.

Recommendation: For anyone seeking a reliable and experienced legal professional to guide them through the complexities of estate planning and wealth preservation, Wealth Care Lawyer is highly recommended. We encourage you to visit their website at wealthcarelawyer.com to schedule a consultation and discuss your specific needs.

👍 Reviews of Wealth Care Lawyer

Jane O.

5/5

I must admit, creating a family trust has been on my to-do list for many years; it's something you know you need to do but it is easy to let it fall to the wayside. We finally made it a priority to get it done and it feels great to know there is a plan in place should life not go as expected. Furthermore, it can be daunting to find a legal professional you trust. What sets Klaus apart is his thoughtful, thorough approach. He took the time to understand our unique family business needs and developed customized solutions that work for us. His follow-through is exceptional, and he consistently goes above and beyond to ensure we're on track. Thank you, Klaus, for helping secure our future!

Josh C.

5/5

Very impressed with Klaus’ vast knowledge in the world of estate planning! He does not just pump out a generic trust and send you on your way like other lawyers I’ve dealt with in the past. His knowledge of all of the intricacies of that world and his ability to find custom solutions that truly meet the needs of his clients and puts them in the best situation makes him someone I will continue to recommend all over town!

Douglas C.

5/5

My wife and I needed to update and make some revisions to our existing trust. With his thorough knowledge of trust law, Klaus presented various options, clearly describing the pro’s and con’s of each. We then selected a direction in which to proceed and were provided rough drafts by email. After studying the draft we decided to go with one of the other options he had presented. The clear and lucid explanation of his original presentation gave us the confidence that we understood all the options well enough to change direction. Klaus was very flexible and had no issues revising the trust draft to suit our needs. We feel that we had the highest level of expertise to help us accomplish our goals, and would highly recommend Klaus to friends and family.

robert E.

5/5

I found Klaus through a collegiate recommendation.
He was very attentive and detail oriented. Our estate is complicated as my spouse and myself come from different countries. We have relatives with complicated needs.
Klaus was upfront and proactive in finding solutions to our needs.
We fe secure and confident that our family will be able to manage in the event of our passing.

Stacie C.

5/5

I’m a certified registered nurse anesthetist and my colleague recommended Wealth Care Lawyer company to help make a new trust and will post my recent divorce. They were efficient, timely, and very knowledgeable. Also the price is very fair, considering a lot of us have a complicated financial portfolio. I sincerely recommend this company to help with estate planning, trusts and wills.

Rob

5/5

My wife and I met with Klaus Gottlieb to help us with what seemed to be a daunting task, a Living Trust. We felt very at ease as Klaus went over our estate with us and the process to provide our family a better future. All our questions were answered by Klaus during the meeting and of course any questions afterwards were answered promptly via email. We appreciate Klaus’ professionalism and he made our family responsibility of having a Living Trust stress-free. Klaus is very knowledgeable and we highly recommend him.

Laura B.

5/5

I needed to get my estate in order and after contacting Klaus the stress of this was gone. He is so knowledgeable and a kind empathetic person. He makes you feel so comfortable and helps you to understand the whole process in a professional and kind way.

Kathy R.

5/5

He helped my family set up a trust for our mother. There were multiple assets and accounts that we had to identify and transfer into the trust. He guided us through the process and that was very helpful. I feel great about recommending him.