Wealth Care Lawyer - San Luis Obispo, California

Address: 1008 Palm St Suite B, San Luis Obispo, CA 93401, United States.
Phone: 8057032282.
Website: wealthcarelawyer.com
Specialties: Estate planning attorney, Law firm, Lawyer, Legal services.
Other points of interest: Identifies as veteran-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required, Appointments recommended, Paid multi-storey car park, Paid street parking.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wealth Care Lawyer

Wealth Care Lawyer 1008 Palm St Suite B, San Luis Obispo, CA 93401, United States

☎️8057032282

⏰ Open Hours of Wealth Care Lawyer

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Wealth Care Lawyer: A Comprehensive Overview

For individuals and families navigating complex estate planning needs, particularly those involving special circumstances such as disabilities or long-term care, Wealth Care Lawyer stands as a dedicated and experienced legal resource. Located at 1008 Palm St Suite B, San Luis Obispo, CA 93401, United States, this law firm offers specialized legal services focused on ensuring comprehensive protection and peace of mind. With a commitment to personalized attention and tailored solutions, Wealth Care Lawyer has cultivated a reputation for professionalism and expertise within the community.

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Specializations and Services

Wealth Care Lawyerâs core expertise lies in Estate Planning Attorney services. They provide a full spectrum of legal support, encompassing trust creation, wills, probate administration, and asset protection strategies. The firmâs focus extends specifically to situations where individuals require meticulous planning for long-term care needs, often involving family members with disabilities. Their approach is deeply rooted in understanding the unique complexities of these scenarios, ensuring that legal documents accurately reflect the clientâs wishes and provide optimal protection for their loved ones. The firm operates as a Law Firm and employs a skilled Lawyer to guide clients through every step of the process. They provide essential Legal Services, meticulously crafted to meet each clientâs individual needs.

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Location and Accessibility

The firm's physical location in San Luis Obispo is strategically chosen to serve clients throughout the region. Address: 1008 Palm St Suite B, San Luis Obispo, CA 93401, United States. Beyond its convenient location, Wealth Care Lawyer prioritizes accessibility for all clients. The office features a Wheelchair-Accessible Entrance and Wheelchair-Accessible Toilet, demonstrating a commitment to inclusivity. Furthermore, they offer Online Appointments for added convenience, alongside traditional On-Site Services. Clients can expect convenient parking options, with a Paid Multi-Story Car Park and Paid Street Parking available. The building also includes a Wheelchair-Accessible Car Park.

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Client Feedback and Reputation

Wealth Care Lawyer has garnered positive feedback from clients, consistently receiving high ratings. The firmâs dedication to client satisfaction is evident in its Average opinion: 5/5 rating on Google My Business, reflecting twelve positive reviews. These reviews consistently highlight the firmâs responsiveness, professionalism, and ability to tailor solutions to individual circumstances. One client, for instance, noted the convenience of working with an attorney located nearby, specifically mentioning the proximity to Cayucos. Another emphasized the lawyerâs receptiveness and willingness to adapt the trust to their particular needs, particularly concerning a family member with a disability. The client also appreciated the firm's approach in simplifying the drafting process, alleviating their initial anxieties. The emphasis on personalized attention and clear communication appears to be a recurring theme in client testimonials.

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Additional Points of Interest

LGBTQ+ Friendly: Wealth Care Lawyer fosters an inclusive environment, welcoming clients from all backgrounds.

Appointment Required & Appointments Recommended: To ensure dedicated attention and effective communication, appointments are typically required.

Veteran-Owned: The firm proudly identifies as veteran-owned, reflecting a commitment to service and integrity.

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Contact Information

For inquiries or to schedule an appointment, please contact Wealth Care Lawyer at Phone: 8057032282. You can also visit their website at Website: wealthcarelawyer.com to learn more about their services and schedule an online consultation.

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In essence, Wealth Care Lawyer provides a valuable service for individuals seeking expert guidance in estate planning, particularly when dealing with complex family dynamics and long-term care considerations. Their commitment to accessibility, personalized service, and legal expertise makes them a trusted partner in safeguarding futures.

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👍 Reviews of Wealth Care Lawyer

Wealth Care Lawyer - San Luis Obispo, California

jocelyn S.

5/5

I live in Cambria and found that working with Klaus just down the road in Cayucos was an extremely convenient option. In addition, he was receptive, professional and tailored the trust to my specific needs (I have a disabled family member and he was very knowledgeable in how to set the trust up with specific attention to this). This was my first home and trust, and he made the drafting process very easy (I was quite intimated)! I was pleased and impressed.

Jane O.

5/5

I must admit, creating a family trust has been on my to-do list for many years; it's something you know you need to do but it is easy to let it fall to the wayside. We finally made it a priority to get it done and it feels great to know there is a plan in place should life not go as expected. Furthermore, it can be daunting to find a legal professional you trust. What sets Klaus apart is his thoughtful, thorough approach. He took the time to understand our unique family business needs and developed customized solutions that work for us. His follow-through is exceptional, and he consistently goes above and beyond to ensure we're on track. Thank you, Klaus, for helping secure our future!

robert E.

5/5

I found Klaus through a collegiate recommendation.
He was very attentive and detail oriented. Our estate is complicated as my spouse and myself come from different countries. We have relatives with complicated needs.
Klaus was upfront and proactive in finding solutions to our needs.
We fe secure and confident that our family will be able to manage in the event of our passing.

Josh C.

5/5

Very impressed with Klaus’ vast knowledge in the world of estate planning! He does not just pump out a generic trust and send you on your way like other lawyers I’ve dealt with in the past. His knowledge of all of the intricacies of that world and his ability to find custom solutions that truly meet the needs of his clients and puts them in the best situation makes him someone I will continue to recommend all over town!

Douglas C.

5/5

My wife and I needed to update and make some revisions to our existing trust. With his thorough knowledge of trust law, Klaus presented various options, clearly describing the pro’s and con’s of each. We then selected a direction in which to proceed and were provided rough drafts by email. After studying the draft we decided to go with one of the other options he had presented. The clear and lucid explanation of his original presentation gave us the confidence that we understood all the options well enough to change direction. Klaus was very flexible and had no issues revising the trust draft to suit our needs. We feel that we had the highest level of expertise to help us accomplish our goals, and would highly recommend Klaus to friends and family.

Stacie C.

5/5

I’m a certified registered nurse anesthetist and my colleague recommended Wealth Care Lawyer company to help make a new trust and will post my recent divorce. They were efficient, timely, and very knowledgeable. Also the price is very fair, considering a lot of us have a complicated financial portfolio. I sincerely recommend this company to help with estate planning, trusts and wills.

Rob

5/5

My wife and I met with Klaus Gottlieb to help us with what seemed to be a daunting task, a Living Trust. We felt very at ease as Klaus went over our estate with us and the process to provide our family a better future. All our questions were answered by Klaus during the meeting and of course any questions afterwards were answered promptly via email. We appreciate Klaus’ professionalism and he made our family responsibility of having a Living Trust stress-free. Klaus is very knowledgeable and we highly recommend him.

Laura B.

5/5

I needed to get my estate in order and after contacting Klaus the stress of this was gone. He is so knowledgeable and a kind empathetic person. He makes you feel so comfortable and helps you to understand the whole process in a professional and kind way.