Business Details
12 Years
experience
Trusted Estate Planning & Trust Services in Santa Barbara
Santa Barbara Estate Planner specializes exclusively in estate planning, offering tailored legal solutions to protect clients' assets and loved ones. Our practice prioritizes direct attorney representation, ensuring every client receives personalized attention without delegation to paralegals or inexperienced staff. We accommodate busy schedules with flexible meeting options, including evenings, weekends, and virtual consultations across California. Our flat-fee billing structure fosters open communication, eliminating hourly charges for calls, emails, or meetings.With a focus on client education, we demystify complex legal processes to create customized estate plans that reflect individual needs rather than generic templates. Timothy Follett, our principal attorney, brings extensive litigation experience and a background in education to provide clear, compassionate guidance. Since 2014, we've served hundreds of clients, maintaining a commitment to accessibility and affordability while earning recognition on Yelp, Google, and Avvo.
Services
Wills
Trusts
Estate Planning
Living Trusts
Probate Guidance
Details
- Year established: 2014
Highlights and features
- We provide attorney-led representation without delegation to paralegals.
- Flexible scheduling available evenings, weekends, and virtually statewide.
- Flat-rate billing ensures no surprise costs for consultations or communication.
- Principal attorney has practiced estate law since 2014 with statewide service.
- Customized plans focus on client education, not generic document templates.
What people say
Expertise, tenacity and patience
Highly knowledgeable
Thorough
Compassionate
Powerful advocate
Services
Estate Planning
We create comprehensive estate plans tailored to individual needs, focusing on asset protection and legacy preservation. Our process begins with detailed consultations to understand client goals, followed by customized legal strategies that include wills, trusts, and advanced directives. Clients benefit from clear explanations of complex legal concepts and ongoing support to ensure their plans remain up-to-date with changing circumstances.
Living Trusts
Our living trust services help clients avoid probate while maintaining control over asset distribution. We guide clients through selecting appropriate trust structures, funding mechanisms, and successor trustee arrangements. The process includes detailed education about trust administration and ongoing maintenance requirements to ensure effective implementation of your estate planning objectives.
Wills
We draft legally sound wills that clearly articulate clients' final wishes regarding asset distribution and guardianship arrangements. Our service includes thorough review of intestacy laws, beneficiary designation strategies, and integration with other estate planning documents to create cohesive end-of-life plans that minimize family disputes.
Probate Guidance
Our probate assistance helps executors navigate California's court processes for settling estates. We provide step-by-step guidance through asset inventory, debt settlement, tax filings, and property distribution while maintaining compliance with state-specific requirements. Clients receive practical advice to efficiently complete estate administration with minimal stress.
Trust Administration
We assist trustees in properly managing and distributing trust assets according to grantor intentions. Services include preparing necessary legal documents, coordinating asset transfers, and ensuring compliance with California trust administration laws. Our guidance helps trustees fulfill fiduciary duties while minimizing potential conflicts among beneficiaries.
People
Timothy Follett
Principal Attorney
Estate planning attorney since 2014 with prior litigation experience in family and employment law. Graduated Magna Cum Laude from Southwestern Law School and taught public school for ten years, bringing educational expertise to client counseling.
Questions
What estate planning services do you offer?
We specialize in wills, trusts, living trusts, and probate guidance, creating customized plans to protect your assets and loved ones.
Do you offer free consultations?
Yes, we provide free initial consultations via phone, Zoom, or in-person to discuss your needs and ensure a good fit.
Can I schedule meetings outside regular business hours?
We accommodate busy schedules with evening and weekend appointments available both virtually and in-person.
How are your legal fees structured?
We use flat-rate billing with no hidden costs, ensuring transparency and predictable pricing for all estate planning services.
Do you serve clients outside Santa Barbara?
Yes, our virtual law office serves clients across all California counties, with flexible meeting options statewide.
