Estate Planning

Wills, powers of attorney, healthcare directives, and probate-avoidance strategies to protect your family and your wishes.

What You Should Know

Estate planning makes sure your wishes are honored and your family is cared for. We coordinate the essential documents and strategies and connect you with qualified legal professionals where appropriate.

What's Included

✓Wills and powers of attorney
✓Healthcare directives and living wills
✓Probate-avoidance strategies
✓Beneficiary and titling review
✓Coordination with trust and insurance planning

Who this is for

Parents and homeowners
Anyone without an up-to-date will
Families planning for the unexpected

Our Living Trust Partner in San Diego

Pacific Ridgeway partners with Kristi Day, Living Trust Advisor for attorney-prepared living trusts and complete estate plans, with in-home appointments across San Diego County and virtual service in 49 states.

Visit Kristi Day's living trust site →

Talk to a Specialist

Get straight answers from a licensed Pacific Ridgeway professional — no pressure, no obligation.

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This page is for informational purposes only and does not constitute tax, legal, accounting, or investment advice. Services are provided by licensed and qualified professionals; availability varies by state. Please consult a qualified professional regarding your specific situation.