Milda Goeriz, Trust and Estate Planning Attorney is a San Diego-based legal practice specializing in comprehensive estate planning and asset protection. With a focus on providing clear, upfront flat fee billing and serving multiple generations since 2003, the firm stands out for its personalized, technology-friendly approach and commitment to simplifying complex legal matters for families and individuals.
The firm emphasizes a client-centered methodology, using plain language to discuss options and consequences while offering modern tools like digital document delivery and multi-country video conferencing. They are particularly skilled in international estate planning and assisting clients with cross-border assets, and they serve a diverse clientele including families, business owners, and individuals seeking to protect their legacies from probate, lawsuits, and taxes.
Services Offered
- Estate Planning
- Living Trusts
- Irrevocable Trusts
- Retirement Accounts Trusts
- Special Needs Trusts
- Pet Trusts
- Wills
- Power of Attorney (POA) & Healthcare Directives
- International Estate Planning
- Asset Protection
- Prenuptial Agreements
- Postnuptial Agreements
- LLC for Rental Property
- Business Succession Planning
- Tax Help
- Tax Notices Response
- Property Tax Help
- Tax Planning Strategies
Based in San Diego with offices in Murphy Canyon and Carmel Valley, the firm assists clients throughout the region and internationally, accommodating diverse needs with a responsive, detail-oriented service model. Their practice is also part of the MetLife Legal network, making services more affordable for eligible individuals.
