SOTO LAW GROUP
http://thesotolawgroup.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
With more than 20 years of legal experience, R. DeDe Soto is prepared to provide you with knowledgeable advice and skilled representation for all your Estate Planning needs.
Everything from the creation of Wills and Trusts, to Probate Matters, Conservatorships, Trust Administration, Special Needs Trusts, Will or Trust disputes and/or Litigation and more.
DeDe and her legal team have extensive experience handling complex matters and are prepared to handle your critical legal issues with care and attention to detail. Her goal is to make sure that your family and your assets are protected and that your legacy is preserved according to your wishes.
We had the pleasure of working with Dede to create our family trust and we couldn’t be happier with the experience. Her team was extremely knowledgeable, professional, and efficient in guiding us through the process. They were patient with all of our questions and concerns, and made sure that all of our wishes were incorporated into the trust. They are also very helpful in keeping the trust up to date as our family grows and our needs evolve. Overall, I would highly recommend Soto Law Group to anyone in need of estate planning services.
Peter
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute discovery call.