Estate planning, probate, wills, living trusts, POwer of attorney

Our Law Firm's Reviews

We can assist you with all of your corporate, business, trusts, and estate legal needs. Our team is available to answer your questions.

Customer Testimonials

He was and is terrific, Very Professional, Very Competent, Prompt and very fair fees. He was willing to meet on our schedule at our residence and was very well prepared for the initial review of our goals, continued review / updating with very clear explanations, through the final meetings. Dan (William) aided with our estate planning (our options were discussed, updated our older will, establish a current personal family game plan, and all the related documents to aid in us for the future). He organized a timely meeting with the notary for the final signings and took care of all of the appropriate filings. We have recommended him and will continue to do so in the future.

Kathryn

Amazing service, great guy and very knowledgeable. I highly recommend him for all your trust needs.

Ken Calkin

Mr. Powell is highly knowledgeable and truly transparent, a rare combo these days. He made the intricacies of our will and trust readily understandable and gave us a great deal compared to competing quotes we got for similar work. It was his communication style and the humanity with which he approaches an uncomfortable conversation that really won me over. Highly recommended.

Miguel B. Hart

I am so thankful I have met Mr. Powell for preparing my Will and all documents necessary needed. He was very professional, on time, respectful and very flexible to my schedule too. I highly recommend it to everyone! Thank you again I have a well peace of mind now.

Leslie

Dan helped me with my will and trust. I found him to be very friendly and knowledgeable. He's detail oriented and is great at explaining everything. He's also mobile and can come to you if necessary. Apart from being an Attorney, he is also a Notary and helped me with that too. I highly recommend him.

Raj Rajasingh

As someone who helps the senior community for a living, I am always running across clients that need an estate plan or need their current trust updated. I always feel 100% comfortable referring Mr. Powell. He has always been a very thorough and kind professional to all of my clients that I have referred to him. They always are very complementary about him, his services and his rates. Just a good guy who is an estate attorney and can help with very important things. Give him a call.

Steve Korts

My wife and I hired Dan to help us put together a trust. With our busy life, Dan was willing to accommodate our busy schedule and come to the house on several occasions. We felt his knowledge and service were top notch and glad we hired him.

Marc

We hired William Daniel Powell to do an estate plan for us. Dan was professional, knowledgeable and extremely patient. For our convenience he conducted all meetings at our home. Dan stepped us through the entire process answering all of our questions as well as making suggestions. He provided a mobile notary and presented us with all documents in a bound folder. We are extremely pleased his service and reasonable fees.

B.G.

My husband and I recently updated our trust and wills and all other important documents. We used William “Dan” Powell who made the whole experience painless. Dan explained everything so we could understand it throughout the process. I would highly recommend him for any/all your needs whether it’s preparing these documents for the first time or updating them as we did. I now have peace of mind knowing all our affairs are in order and up to date.

Val

Dan did a great job, handling the first part of our trust online and finishing with the convenience in our home. Dan handled the process within a short specified time. The process was quick and easy!

John Hale

I recently had the pleasure of working with William (Dan) to create a trust and will for myself and my husband. From start to finish, the experience was fantastic. Not only was Dan friendly and personable, but he was also extremely knowledgeable and helpful throughout the entire process. One thing I really appreciated was how willing he was to answer all of my questions. I had a lot of them, and he never made me feel like I was asking too much. Instead, he took the time to explain everything in a way that was easy for me to understand. Overall, I would highly recommend Dan Powell to anyone who needs help with estate planning or creating a trust and will. He is a true professional who genuinely cares about his clients and goes above and beyond to make sure they are happy and satisfied with his services. Thank you, Dan, for all of your help!

Natalie McCollum

Very personable, knowledgeable and thorough with reasonable fees and great review of the documents and suggested direction for different family member needs. Local and can visit you at your residence if that is more convenient.

Larry Becht

I have had the good fortune of knowing Dan Powell for about five years, both personally and professionally. He has always demonstrated professionalism in his knowledge of estate planning, while also conveying attributes I consider to be equally-valuable: honesty, integrity, and ethics, all while maintaining a healthy sense of humor (which I appreciate!) I would highly recommend Dan to anyone in need of professional estate planning services!

Jim Lackey

William was very professional in every way. He listened carefully to my needs for the Trust I wanted to update. He asked all the right questions, verified all my information and he executed the Trust masterfully. He made sure I was totally covered with nothing left to chance. He was quick, efficient and knows his stuff! If I need anything in the future, I will be calling on his expertise once again.

Monteen

I contacted William in order to draw up some organizational agreements for our band. You know just the right questions to ask, and quickly and efficiently translated that into exactly the contract I was looking for. Very responsive, very friendly. I would definitely recommend.

Jason

Mr. Powell was very thorough and explained everything in plain language so we laypeople could understand. He completed everything in a timely manner.

Neal

Call and Speak With Mr. Powell Now

The first step is fast and easy. Just tell us a few things. The next step will be a call from attorney Dan Powell and you will be well on your way to learning about your options, caring for your loved ones, and having a solid, attorney designed and drafted estate plan!

Our Practice Areas

Asset Protection

Asset protection is a crucial aspect of estate planning law in San Diego. It helps individuals and families safeguard their assets and property from potential threats. In this section, we will discuss the primary threats that asset protection aims to guard against.

Estate Planning

Estate planning is the process of planning for the management and distribution of a person's assets (such as property, investments, and personal belongings) after their death.

Probate

When someone dies without a proper estate plan, Probate is the process that the court will use in distributing the property, and figuring out who the property is to be distributed to.

Special Needs Trusts

A special needs trust is a trust created for minors or adults that have some special need due to such things as learning disabilities, physical disabilities, etc.

Wills

Estate planning is the process of creating a plan for how an individual's assets will be managed and distributed after their death.

Living Trusts

Whether you are a long-time resident or a recent transplant to sunny San Diego, setting up a living trust can provide peace of mind and protection for your assets.

Irrevocable Trusts

What is an Irrevocable Trust? Just that! Irrevocable. You can’t change it after it has been created. This sounds kind of scary, but it has some wonderful uses.

Power Of Attorney

A power of attorney is the means you use to have your affairs managed should you become unable to manage your own affairs.

Advance Healthcare Directive

You have both the right and the ability to make decisions about your own health care. Because of that, you may also allow another person to make these decisions for you.

Our Articles

Contact Us

Let's get started! Creating your estate plan shows your love.

(619) 980-2297
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.