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Wills & Trusts

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Protect Your Legacy with a Well-Crafted Will and Trust

Creating a will and trust is one of the most valuable steps you can take to protect your family, secure your assets, and ensure your wishes are honored. At Moreno & Associates, we understand that planning for the future is not just a legal task but a deeply personal responsibility. Since 1984, our firm has guided families across San Diego County through important decisions with clarity, compassion, and experience. A will and trust allows you to transfer your assets smoothly, avoid the delays and costs of probate, reduce administrative challenges for your loved ones, and provide long-term stability for your family.

When you choose our office, you benefit from over four decades of legal experience and a team that has represented tens of thousands of clients from diverse backgrounds, including Spanish-speaking families who prefer to receive legal guidance in their native language. Because we practice in multiple areas of law—estate planning, family law, immigration, bankruptcy and more—we are uniquely equipped to identify issues that many firms overlook. This means your will and trust is drafted not just for today’s needs, but for the long-term challenges your family may face. Every will and trust we prepare is tailored to the client’s specific situation; there are no one-size-fits-all documents here.

Why Choose Us

Our Will & Trust Services

We assist with all key steps of will and trust formation and ongoing management, including:

Revocable Living Trusts

Effective during your lifetime, giving you flexibility, control, and probate avoidance.

Irrevocable Trusts

For asset protection, tax planning, or safeguarding family business interests.

Specialty Trusts

Such as “Generation-Skipping” Trusts, Charitable Trusts, or Special-Needs Trusts.

Trust Funding & Transfer

Ensuring assets are properly titled and beneficiary designations align, so your trust functions as intended.

Trustee Preparation & Succession Planning —

We help you choose and prepare a trustee, and map future transitions

Trust Administration & Modification

Need help managing the trust after creation (or modifying it because your life changed)? We’re here for that too.

Estate Plan Review

Already have a trust? We will review it for effectiveness, update it to reflect law changes or life shifts, and ensure it remains current.

Ongoing Support

Life changes (marriage, children, business sale, relocation, etc.). We’re here to update or administer your trust as needed and help smooth transitions for your loved ones.

We build your trust and handle your case

Start Protecting Your Future Today

You’ve worked hard to build your life and legacy. Don’t leave its fate to chance. Contact Moreno & Associates today for a free consultation about trusts and estate planning. Our bilingual team is ready to answer your questions, outline your options and help you move forward with confidence.

Chula Vista

2082 Otay Lakes Rd,
Chula Vista, CA 91913
(619) 422-4885

San Marcos

1 Civic Center Drive
 Ste. 380,
San Marcos, CA 92069
(760) 631-5330

Testimonials

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