Our
Process
At Peaceful Warrior Law, estate planning is not just about documents. It is about building peace of mind. Our goal is to guide you through a clear, thoughtful process that helps you protect your legacy, your loved ones, and your peace of mind. As experienced estate lawyers in San Diego, we make the journey understandable and meaningful.

A Compassionate and Holistic Approach to Estate Planning
Led by Brittany Cohen, one of the top estate attorneys in San Diego, our team focuses on education, connection, and long-term protection. Brittany does not simply act as your lawyer. She becomes your personal advisor, helping you understand your legal options and guiding you to make informed choices that reflect your values and your vision for the future.
Brittany’s process ensures that your plan is not only comprehensive but also adaptable to life’s changes—marriages, births, divorces, and more. Through regular check-ins and ongoing support, she ensures your plan remains relevant and effective. You’ll gain peace of mind knowing that your assets, values, and stories will continue to positively impact those you care about most.
Our Three-Step Process
Step 1:
Family wealth planning session
This two-hour working session is the foundation of our estate planning process. Here’s what you can expect:
- Understanding your current situation: We start by discussing your family dynamics, assets, and any existing plans. Brittany will also explain her approach and passion for estate planning, ensuring you feel comfortable and informed.
- Exploring the “what-if” scenarios: Together, we’ll walk through what would happen if something were to happen to you today. We’ll discuss whether the current outcomes align with your wishes.
- Designing your custom plan: If changes are needed, Brittany will guide you in designing a plan tailored to your family’s needs and budget. This collaborative process ensures that your plan reflects your values and priorities.
Step 2:
Signing ceremony – Peace of mind
The signing ceremony is a significant milestone in your estate planning journey. During this session:
- You will review your finalized plan, ensuring every detail is accurate and aligned with your goals.
- Brittany will walk you through each document to provide complete clarity and confidence.
- By the end of the session, you’ll experience the relief and satisfaction of knowing your family is protected and your wishes are secured.
Step 3:
Legacy meeting – Be legendary
At Peaceful Warrior Law, we believe estate planning is about more than transferring financial assets. It’s an opportunity to pass on your values, insights, stories, and experiences. During the Legacy Meeting:
- You will receive your completed estate plan, ready to provide security and guidance for your family.
- We’ll help you create a legacy video or letter, capturing your values and personal stories to share with loved ones.
- Brittany will ensure your loved ones have everything they need to honor your wishes, reducing stress during challenging times.
Ongoing Support and Assurance
At Peaceful Warrior Law, our support does not end with your signature. As part of our commitment to lifetime care, we offer complimentary check-ins every few years. If you experience a life change (such as a birth, marriage, divorce, or new asset) we help you update your plan accordingly.
Should the unexpected occur, you can trust that Brittany will continue to support your loved ones with compassionate and professional legal care.
Transparent and Fair Pricing
We do not believe in one-size-fits-all legal services. Your family is unique, and your legal plan should be too. That is why we offer clear pricing for all planning sessions and services.
Family Wealth
Planning Session
A $750 session designed to organize your finances, review your current situation, and educate you about your options. If you complete your homework and submit it one week before the session, we’ll waive this fee.
Estate Plan Review
and Check-Up
Perfect for those with an existing plan who want expert review by top San Diego estate planning lawyers. ($950)
After your planning session, you will choose a legal package that meets your goals and your level of protection. Our plans typically range from $1,500 to $7,000, depending on complexity and customization.
We are not here to sell you the cheapest plan. We are here to build a strong, lasting foundation that protects your legacy and gives your family peace of mind.
Take the First Step Toward Peace of Mind
Whether you are just getting started or need a trusted asset protection lawyer in San Diego to review an existing plan, our team is here to help. Book your free consultation today and let us walk you through every step of estate planning with confidence, clarity, and care.