San Luis Obispo Estate Planning Lawyer

Serving the Central Coast Region of California

At Central Coast Estate Planning & Fiduciary Services, we assist clients in establishing individually tailored estate plans, navigating the complexities of trust and probate law and resolving controversies between taxpayers and local, state and federal taxing authorities. In addition, we assist individuals and families who prefer to have a professional fiduciary serve as their trustee, agent or conservator. We have the experience, skill and resources to provide you with the effective guidance and personal representation you need to protect your interests. To schedule a free initial phone consultation to discuss your needs, contact us online or call 805-439-2323, toll free at 866-675-1036.

Tax Law, Asset Protection and Estate Planning

The impact that tax law has on estate planning and asset preservation cannot be overstated. An estate plan that fails to take this into account can expose you and your beneficiaries to unnecessary tax liability. At our firm, San Luis Obispo estate planning attorney Jed D. Hazeltine brings more than 10 years of experience, as well as an advanced law degree (LL.M.) in taxation. His background and training allow us to help clients understand the full impacts of their decisions and maximize the benefits of their estate plans.

Our Services

We work closely with our clients to deliver the valuable services they deserve. The tools and strategies used in estate planning, probate law and trust law are diverse. We spend time with our clients to make sure our recommendations are the best possible fit for their circumstances. In doing so, we emphasize creative planning and litigation solutions to meet your current and future needs. Our firm intentionally keeps overhead low to limit the cost to our clients. Whether you need an estate planning attorney in Grover Beach, a tax attorney in San Luis Obispo or professional trustee in Paso Robles, we can help you.

Contact Us

Contact us by e-mail or call 805-439-2323, toll free at 866-675-1036, to schedule a free initial phone consultation. If traveling is difficult for you, we can arrange to meet you at home, in the hospital or at a location more convenient for you. Our offices are located in downtown San Luis Obispo, conveniently off of Highway 101 on Osos Street.

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Contact Information

Central Coast Estate Planning & Fiduciary Services
778 Osos Street
Suite C
San Luis Obispo, CA 93401

Phone: 805-439-2323
Toll Free: 866-675-1036
Fax: 805-439-2424

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