Wealth Care Lawyer - San Luis Obispo, California

Address: 1008 Palm St Suite B, San Luis Obispo, CA 93401.
Phone: 8057032282.
Website: wealthcarelawyer.com.
Specialties: Estate planning attorney, Law firm, Attorney, Legal services.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

Location of Wealth Care Lawyer

Wealth Care Lawyer is a highly useful and reliable resource for those seeking legal advice and services. With a focus on estate planning attorney services, this law firm is dedicated to helping clients with their legal needs.

Located at Address: 1008 Palm St Suite B, San Luis Obispo, CA 93401, Wealth Care Lawyer is easily accessible to those in the San Luis Obispo area. The firm can be reached at Phone: 8057032282 or through their website, wealthcarelawyer.com.

Wealth Care Lawyer specializes in estate planning attorney services, providing legal expertise and guidance to clients. As a full-service attorney and law firm, the company offers a wide range of legal services to meet the needs of its clients.

In addition to their legal expertise, Wealth Care Lawyer is also known for their commitment to accessibility and inclusivity. The firm is wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom. They are also LGBTQ+ friendly and require appointments, with appointments recommended for the best service.

With 10 reviews on Google My Business, Wealth Care Lawyer has received high praise from its clients. The company boasts an average opinion of 5/5, reflecting the high quality of their services and the satisfaction of their clients.

Overall, Wealth Care Lawyer is a top choice for those seeking legal services in the San Luis Obispo area. Their expertise in estate planning attorney services, commitment to accessibility and inclusivity, and strong reputation make them a highly recommended resource. If you are in need of legal services, be sure to contact Wealth Care Lawyer through their website to schedule an appointment and learn more about how they can help you.

Reviews of Wealth Care Lawyer

Wealth Care Lawyer - San Luis Obispo, California
Stacie Connors
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.

Wealth Care Lawyer - San Luis Obispo, California
Josh Cohen
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!

Wealth Care Lawyer - San Luis Obispo, California
robert evans
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.

Wealth Care Lawyer - San Luis Obispo, California
Douglas Cairns
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.

Wealth Care Lawyer - San Luis Obispo, California
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.

Wealth Care Lawyer - San Luis Obispo, California
Laura Bjorklund
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.

Wealth Care Lawyer - San Luis Obispo, California
Kathy Rice
5/5

He helped my family set up a trust for our mother. There were multiple assets and accounts that we had to identify and transfer into the trust. He guided us through the process and that was very helpful. I feel great about recommending him.

Wealth Care Lawyer - San Luis Obispo, California
Dee Wyss
5/5

I really enjoyed working with Klaus, he was thoughtful and made sure he got the details correct for my living trust and estate planning documents. Five star service

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