Estate Planning
Attorneys
Carlsbad & Oceanside Estate Planning — Protecting $2B+ in Family Assets
5,000+
Estate Plans Created
25+
Years Experience
100%
Confidential
Legal Services
Estate Planning Practice Areas
Comprehensive legal representation in wills, trusts, probate, and asset protection matters across San Diego County
Our Story
North County's Firm of First Choice
For over 30 years, we've been the firm North County families trust when they need it most. From simple will creation to complex trust administration, we've helped more than 5,000 families protect their legacies across Carlsbad, Oceanside, and Vista.
Local Knowledge
We know the local probate courts in Vista and Oceanside, the community values that shape North County families, and how to navigate the unique challenges of estate planning in California.
Coastal Community Values
Honest, straightforward, and no pretense. We bring the same authenticity you'd find at a Carlsbad Village coffee shop to how we practice law.
Deeply Rooted
Three decades serving the same communities along the Coaster line — from the Carlsbad flower fields to the Oceanside pier. Our clients are our neighbors.
Meet Your Advocates
Our Attorney Team
Rebecca L. Whitmore
Founding Partner
Estate Planning & Elder Law
25 years helping North County families protect their legacies. Former estate planning clerk for the San Diego Superior Court.
Daniel K. Chen
Managing Partner
Estate Planning & Trust Administration
Board-certified Estate Planning Specialist with over 5,000 estate plans created. Named Super Lawyers Top 100.
Sofia M. Reyes
Senior Associate
Probate Administration & Trust Law
UC Berkeley Law graduate specializing in probate proceedings and trust litigation. Bilingual English-Spanish.
Precision Legal
Your Rights, Our Mission
Guided by expertise, powered by dedication. We deliver exceptional estate planning for families throughout San Diego County.
Trial Expertise
Every case prepared for courtroom presentation. Insurance companies know our reputation and settle accordingly.
Financial Protection
Flat-fee estate planning eliminates financial uncertainty. Transparent pricing with no hidden costs or surprise bills.
Client Partnership
Direct attorney communication from day one. We treat every client with the respect and attention they deserve.
Estate Plans Created
Client Satisfaction
Years Experience
Track Record
Proven Results
Decades of dedicated advocacy have produced a track record that speaks for itself.
Estate Plans Created
5,000+
Estate Plans Created
Assets Protected
$2B+
Assets Protected
Client Satisfaction
99%
Client Satisfaction
Years of Experience
25+
Years of Experience
Our Advantage
Built for Maximum Recovery
Comprehensive Planning
We create thorough estate plans tailored to your family's unique needs and long-term goals.
Flat-Fee Pricing
Transparent, predictable pricing for all estate planning services. No hidden costs or surprise bills.
5,000+ Estate Plans Created
A proven track record of helping North County families protect their legacies and assets.
24/7 Availability
Estate emergencies don't wait for business hours. Our attorneys respond promptly, guiding you through any situation.
Proven Results, Real Clients
“When my husband passed away, his estate was in complete disarray. Whitmore & Chen guided our family through the probate process with compassion and expertise. They handled everything from filing the will with the court to resolving creditor claims.”
Patricia R.
Probate Administration
Carlsbad, CA
Our Commitment
Every Family Deserves Peace of Mind. Every Legacy Deserves Protection.
When insurance companies try to minimize your claim, we maximize your recovery.
Our Team
Meet Our Attorneys
Each attorney brings unique expertise to estate planning and probate matters throughout San Diego County.
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Our Promise
Backed by Our Guarantee
Free Consultation
Meet with an attorney at no cost. We evaluate your case and explain your legal options.
No Fee Promise
Zero upfront costs. We advance all expenses. You pay nothing unless we win.
Client-First Care
Direct attorney access. Home and hospital visits available. We handle the burden.
Our Expertise
Comprehensive Legal Services
From simple wills to complex trust structures, our attorneys have the expertise to guide you through every aspect of estate planning.
Wills & Trusts
Comprehensive estate planning documents that protect your family's future.
Elder Law
Medicare planning, long-term care, and elder abuse protection for seniors.
Probate Administration
Guiding families through the complete probate process with compassion.
Trust Administration
Professional trust management and distribution services.
Asset Protection
Strategic planning to shield wealth from creditors and nursing home costs.
Special Needs Planning
Ensuring loved ones with special needs are protected for life.
Proven Results
Numbers That Speak
Our track record reflects years of dedicated estate planning service for families across San Diego.
Estate Plans Created
Probate Estates Settled
Client Satisfaction
Years Experience
Client Gallery
Faces Behind Our Success Stories
Real clients. Real results. Every case represents a person whose life we helped rebuild.
Contact Us
Ready to Get Started?
Reach out today for a free, confidential case evaluation. No obligation. No pressure.
Common Questions
Questions Clients Ask Us
Estate planning services are typically quoted at a flat rate upfront. You'll know your total cost before we begin — no surprises. Initial consultations are always free.
Transparent Pricing
Risk-Free. Results-Focused.
We believe in transparent, equitable pricing. Estate planning services are quoted upfront with no hidden charges. Many plans available with flat-fee pricing.
Free Consultation
Tell us about your estate planning needs. We'll listen, review your situation, and explain your options — no pressure, no obligation.
- Speak directly with an attorney
- Honest assessment of your needs
- Estate planning roadmap
- Zero obligation to hire us
Comprehensive Estate Plan
Complete estate plan including will, living trust, healthcare directive, and power of attorney. You know your total cost upfront.
- Wills and living trusts
- Healthcare directives
- Powers of attorney
- No hidden charges — ever
- Unlimited revisions included
Trust Administration
For trust settlements and probate administration. Detailed time records with competitive rates and full transparency.
- Probate court representation
- Beneficiary communications
- Asset distribution management
- Detailed billing statements
- Senior discounts available
Begin Today
Begin Your Path to Peace of Mind —
Transparent Fees, No Surprises
Our estate planning practice offers flat-fee arrangements for most plans — you know your costs upfront. Available around the clock. Se habla español.