Pacific Coast Trust is a San Diego-based estate planning firm specializing in creating comprehensive, private, and efficient legal solutions for individuals and families. Founded on the core principles of integrity, accountability, and dedication, the firm stands out for its personalized approach, offering both in-office and in-home consultations to ensure client comfort and confidentiality.
The firm assists clients in properly structuring their estates to avoid probate, conserve assets, and maintain privacy. With a focus on flat-rate legal services, Pacific Coast Trust provides clear, upfront pricing and an easy four-step process that includes initial consultation, document preparation, review, and final delivery. Their team of experienced advisors caters to individuals and couples, ensuring each plan is tailored to specific needs and circumstances.
Services Offered
- Revocable Living Trusts
- Certificate of Revocable Living Trust
- Community Property Agreement
- Last Will and Testament
- Financial Durable Power of Attorney
- Advance Health Care Directive
- HIPAA Privacy Document
- Comprehensive Transfer Document
- Statement of Intent to Return
- Information for Survivors
- Personal Property Assignment Forms
- Estate Settlement Instructions
- Quitclaim Deed(s)
- Trust Reinstatements
- Will and Power of Attorney Packages
Pacific Coast Trust serves clients primarily in the San Diego area, with services available in both English and Spanish. Their team includes bilingual advisors, and appointments are offered during weekdays, weekends, and evenings for maximum convenience.
