Business Details
17 Years
experience
Estate Planning Services in San Marcos, CA
At Gubler Winn Trusts & Estates, we specialize in creating personalized estate plans that protect your assets and ensure your family's future. Founded in 2009, our firm combines deep legal expertise with a client-centered approach to address complex estate planning needs. Our team of experienced attorneys and paralegals works closely with families to design trusts, wills, and healthcare directives tailored to individual circumstances. We prioritize open communication and transparency, guiding clients through the process of minimizing tax burdens, appointing guardians for children, and establishing structured inheritance plans. With offices in Nevada and Southern California, we serve clients across multiple jurisdictions, offering both in-person and virtual consultations.Our commitment to excellence is reflected in our meticulous attention to detail and our dedication to providing accessible, compassionate legal counsel. We believe estate planning is not just about documentsit's about creating peace of mind for generations to come. Our team stays current with evolving legal standards to ensure our clients receive the most effective strategies available. From initial consultations to final document execution, we maintain a streamlined three-step process that prioritizes efficiency without compromising thoroughness. Our reputation has been built on client referrals and the tangible benefits our plans provide during life's most critical moments.
Services
Estate planning
Trust creation
Will preparation
Healthcare directives
Probate avoidance
Details
- Year established: 2009
Highlights and features
- We offer personalized estate plans tailored to family-specific needs
- Our attorneys have 15+ combined years of estate planning experience
- We provide structured inheritance solutions with age-based distribution options
- Our three-step process ensures efficient trust and will creation
- We operate with full transparency and no hidden fees
Services
Estate planning
Our estate planning service creates comprehensive strategies to protect your assets and ensure proper distribution. We help clients establish legal frameworks that minimize tax burdens while addressing healthcare directives and guardianship arrangements. Our process includes personalized consultations to understand family dynamics and financial goals.
Trust creation
We design customized trusts that control asset distribution timelines and purposes. Our trusts allow parents to specify conditional distributions for children's education, healthcare, and living expenses. We create legally binding documents that avoid probate court involvement while maintaining family privacy.
Healthcare directives
Our advance healthcare directives establish clear medical decision-making authority and end-of-life care preferences. We help clients appoint trusted agents to make healthcare decisions during incapacitation, reducing family stress during difficult times while ensuring personal wishes are honored.
Will preparation
We draft legally binding wills that outline asset distribution and guardianship arrangements. Our will preparation includes contingency planning for minor children and special provisions for unique assets. Documents are created to withstand legal scrutiny while reflecting client intentions.
Probate avoidance
Our strategies eliminate costly probate processes through proper documentation. We implement trust-based solutions that typically save clients 5% in estate costs while expediting asset transfer. Our plans ensure seamless transitions without court supervision delays.
People
Sarah M. Gubler
Attorney & Founder
Sarah Gubler founded the firm in 2009 after recognizing estate planning needs following her son's birth. A BYU Law graduate, she specializes in creating personalized trusts and wills across Nevada and Southern California. She personally handles all client matters.
Jonathan R Johnson
Vice President
With 20+ years in estate planning, Jonathan focuses on client services and special needs planning. He coordinates Medicaid/Medi-Cal benefits and serves on elder abuse committees. He manages initial client consultations and goal assessment.
Casey Wolff
Trust & Estate Paralegal
Casey Wolff brings 13 years of estate administration experience to our team. A San Diego State graduate, she specializes in trust execution and probate processes. Her compassionate approach supports families during difficult transitions while maintaining meticulous documentation standards.
Jessica Kiely
Trust Attorney
Jessica Kiely transitioned from litigation to estate planning after recognizing end-of-life planning needs. With 20 years legal experience, she educates clients about healthcare directives and guardianship requirements while managing complex trust implementations.
Questions
What documents are included in a basic estate plan?
Our basic estate plans typically include a revocable living trust, pour-over will, durable power of attorney, and advance healthcare directive to cover all essential aspects of asset management and healthcare decisions.
How does a trust help avoid probate?
Trusts allow direct asset transfer to beneficiaries without court involvement. By properly funding the trust during your lifetime, your estate can bypass the 6-24 month probate process and associated 5% costs.
Can I modify my estate plan after creation?
Yes, we recommend reviewing your plan every 3-5 years or after major life events. We offer modification services to update beneficiaries, trustees, or distribution terms as your circumstances change.
What happens if I don't create an estate plan?
Without a plan, state intestacy laws will determine asset distribution. This often results in unintended beneficiaries, prolonged probate processes, and potential family conflicts over guardianship and healthcare decisions.
How do you handle estate planning for blended families?
We create customized solutions that balance stepchildren and biological children's inheritance. Our trusts can establish equal treatment or specific asset allocations while maintaining clear documentation to prevent future disputes.
