“A goal without a plan is just a wish!”- Antoine de Saint-Exupery
We help you plan for every stage of life.
In Practice
Since 2003
Multiple
Generations
Served
Unparalleled
Service
Flat Fee
Billing
What Clients Are Saying
Milda was very helpful, patient, professional and answered all of our questions. She was very responsive and met deadlines for creating documents. After a horrible experience with another attorney, I definitely recommend working with her! She did a wonderful job preparing our estate plan.
sahoffm1
Milda is an awesome estate planning tax lawyer, very knowledgeable and thorough. She developed my estate plan and made something complex for me easy to understand and create. Highly recommended!
D Mo
We met with Milda Goeriz to update our trust. She was very friendly and knowledgeable. She completed the revisions very quickly and kept in constant communications with us via secure email. We met at both of her offices, Carmel Valley and Murphy Canyon. Both were very comfortable and were adherent to good practices for COVID 19 prevention.We received great advice and I liked having all of our paperwork loaded onto a thumb drive.
Steve C.
We reached out to Milda for her help with estate planning. She was very professional and very responsive throughout the entire process. At our final meeting she provided a hard copy of the final documents, had it organized with tabs within a fancy binder, and also provided a digital copy. We were very pleased. Thank you!
Joel Herold
We loved working with Milda. She is very warm and welcoming which makes us feel very comfortable working with her on our trust. She provided real life scenarios based on her experiences and provides options, pro and cons that helped us make good decisions. Milda exceeded my expectations and gave me sound piece of mind. It's not easy planning for the worst but hoping for the best.
Kim Nguyen-Wong
Milda was recommended to us by a good friend and we are so glad that we went with Milda for our estate planning. She was very meticulous with our estate planning and we were very pleased with the final estate documents that she prepared for us. Milda was patient and thorough when answering all of our many questions throughout the entire process. Milda was also very responsive whenever we sent emails or left messages for her. Overall, we were extremely impressed by Milda's professionalism and the quality of her estate planning services.
Jason Lin
Excellent work in preparing a complex multi country trust/will combination. Excellent response time. Excellent use of state of the art communication tools (multi country video conferencing) and procedures in actual Covid-19 environment.
Helmut Huemmerich
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