Dawn Allenby
ALLENBY LAW
http://www.allenbyestateplanning.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
What to expect from Dawn Allenby
- A 15-minute Prep Call with our Intake Team to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Dawn Allenby
San Diego has been my home for over 30 years. I graduated from the University of San Diego in 2003 and began my practice at Sullivan Hill in downtown San Diego, focused primarily in Family Law. I transitioned to Estate Planning so that I could have an immediate and positive impact in the lives of families in my community. I work with all kinds of families – traditional and blended, married, single or life partners – to ensure that their estate plans reflect the realities of their goals and wishes. I have concierge and virtual services available to help my clients fit the planning process, from design through to execution, into their busy schedules.
As a mother of two, I am passionate about providing families with the planning that is needed for the well-being and care of the children they love. I love educating my community on the topics of family protection, wealth preservation and value-based planning. I enjoy being active in my community as a member of MADCAPS, the San Diego County Bar Association and BNI San Diego.
I currently reside in Point Loma with my husband and two children.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Let's Get You The Solutions You Need To Protect Your Family And Your Wealth.
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