Wealth Care Lawyer

Address

1008 Palm Street
San Luis Obispo, CA 93401

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Details

Wealth Care Lawyer was founded by Klaus Gottlieb, Esq., to provide tailored estate planning solutions to clients from various walks of life and estates of all sizes. Headquartered in San Luis Obispo, CA, with a satellite office in Cayucos, CA, we serve the entire California Central Coast both in person and remotely.

Before becoming an estate planning attorney, the founder worked as a physician for many years; thus, diagnosis comes before therapy. In estate planning, this translates to thoroughly understanding a client’s unique financial situation and goals before creating a customized plan. Our firm also emphasizes consultations with the client’s other advisors, such as financial planners, accountants, and tax professionals. This collaborative approach is crucial for complex irrevocable trusts, charitable planning, and other advanced estate planning strategies, ensuring comprehensive and effective solutions.

We leverage advanced research capabilities typically found only in larger firms, including Westlaw, LexisNexis, and CEB (California Education of the Bar). Additionally, we utilize sophisticated quantitative modeling tools like Brentmark and proprietary models. This combination ensures our clients receive the most comprehensive and precise estate planning services available.