Our Estate Planning Process in San Diego
How Experienced Estate Planning Attorneys Guide Your Plan
At Peaceful Warrior Law, estate planning is more than signing documents; it’s about building a legal strategy that protects your family, your assets, and your legacy under California law. Our process helps you understand your options clearly, make informed decisions, and create a plan that works now and evolves as life changes.
We have developed a streamlined approach designed to provide structure, guidance, and ongoing support for clients throughout San Diego County.
A Thoughtful, Attorney-Led Approach
Estate planning affects your financial security, your loved ones, and your future decision-making authority. At Peaceful Warrior Law, you work directly with an experienced estate planning attorney who listens to your goals and guides you through every step with clarity and confidence.
Our process focuses on:
- Understanding your current situation
- Identifying planning needs under California law
- Creating a customized plan that reflects your values
- Providing support well after your documents are signed
Our Three-Step Estate Planning Process
We break planning into a clear three-part sequence so you know exactly what to expect.
Step 1: In-Depth Planning Session
Your first working session is a comprehensive discussion tailored to your life, family, and assets.
During this session, we will:
- Review your current financial and family situation
- Explore possible future outcomes based on existing documents
- Identify what planning tools are most appropriate
- Design a custom estate plan aligned with your goals
- This session ensures your plan addresses both immediate concerns and long-term priorities.
Step 2: Signing and Document Review
The signing meeting is a significant milestone in your planning journey.
At this session you will:
- Review all finalized documents line by line
- Discuss how each part of your plan functions
- Ask questions in a supportive, attorney-led environment
This step ensures clarity, confirms accuracy, and allows you to leave confidently knowing your legal plan has been professionally finalized.
Step 3: Legacy Meeting and Long-Term Support
Planning isn’t just about assets, it’s about the people and values behind them.
During your Comprehensive Estate Planning Session, we help you:
- Receive and organize your completed estate plan
- Create legacy letters or videos that convey values and intentions
- Prepare your loved ones to implement your plan when needed
We also provide complimentary check-ins and periodic reviews so your plan stays up to date as life changes.
Ongoing Support and Assurance
Life changes. Births, marriages, business growth, divorces, new real estate, and your estate plan should adapt.
At Peaceful Warrior Law, our support continues beyond your initial documents:
- Complimentary plan check-ins every few years
- Updated planning after major life events
- Support for your family when the plan must be carried out
Clients throughout San Diego choose us for planning that adjusts to life’s stages, not just one moment in time.
Transparent, Fair Pricing Tailored to Your Needs
We know clarity in cost is part of good planning. Our pricing options include:
Comprehensive Estate
Planning Session
This session is designed to organize your finances, review your current situation, and provide guidance on your best planning options. Complete your homework and submit it one week before the session, and we’ll
waive this fee. Brittany Cohen personally leads each session, ensuring you understand your choices and feel confident moving forward. ($750)
Estate Plan Review
and Check-Up
Ideal for families with an existing estate plan who want expert review and updates from top San Diego estate planning attorneys. Brittany will review your documents line by line and provide clear, actionable recommendations tailored to your family and goals. ($950)
Custom Estate Plan Packages
After your planning session, you’ll choose a legal package that matches your goals and level of protection. Packages are customized based on complexity, assets, and family needs. Every plan includes attorney-led guidance, professional document drafting, and ongoing support after signing. ($1500-$7000)
We are not here to offer the cheapest plan. We focus on creating
strong, lasting legal foundations that protect your family, preserve your assets, and provide clarity for the future.
Start Your Estate Planning Journey Today
Every family’s situation is different, and your estate plan should be too. Peaceful Warrior Law guides San Diego families through a clear, attorney-led process to protect your assets, your loved ones, and your long-term goals. Brittany Cohen personally oversees every step, ensuring your plan is comprehensive, legally sound, and tailored to your needs.