“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
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
Initially, we were impressed with Milda's highly-rated reviews. Her office is part of the MetLife Legal network that is offered through our employer benefits, which made it more affordable for us. She made the whole process easy and was very thorough. Milda is very professional. We will definitely refer friends to her for Trusts, Wills, Advance Directive, and complete Estate Planning needs.
Christopher Mecham
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 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's guidance with our estate planning was excellent! We started with an informative discussion in plain english; went over pros and cons of decisions to be made and she addressed our questions and concerns with ease. The timeline from start to finish was clear and communication was great throughout the entire process. We are very pleased to have found Milda to work with us on our estate planning and have recommended her to others.
K L
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 used Milda's services for generating a trust and a will for our family, and we had a very positive experience!Milda was super knowledgeable, kind, and professional throughout the entire process. She knew exactly what questions to ask, and laid out nicely and smoothly the consequences of each direction we could choose.Highly recommend!
Yair Zaharovich
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
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
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
I was fortunate enough to be referred to Milda Goeriz by a close friend who assured me that she was among the top Estate Planning Attorneys in San Diego. From the moment I stepped into her office, I understood why. Milda's approach is refreshingly straightforward and efficient. She wastes no time in getting to the heart of the matter, ensuring that every moment spent with her is productive.Her depth of knowledge in trust and estate planning is truly impressive. Milda guided me through the process with ease, asking all the right questions to ensure that my trust was set up precisely to meet my needs and wishes. What could have been a daunting and complicated task turned out to be surprisingly smooth under her guidance.I'm incredibly pleased with the service I received from Milda, and I won't hesitate to seek her assistance again in the future. If you're in need of an estate planning attorney who combines expertise with a no-nonsense approach, look no further than Milda Goeriz. She's simply exceptional.
Carlos Diaz
‹
›
