On Point Estate Law

Legal

About

On Point Estate Law in Point Loma combines estate-planning draftsmanship with litigation experience that identifies vulnerabilities before they reach court, operating from's Liberty Station creates revocable living trusts, wills, and advance healthcare directives. Trust-funding strategies require coordinating asset retitling with investment accounts, a process that aligns with the portfolio-management services at Trajan Wealth. A virtual-first practice model with flat-fee pricing eliminates billable-hour uncertainty while keeping the Liberty Station office available for in-person document-signing sessions. Guardian nominations and powers of attorney demand up-to-date beneficiary designations on retirement accounts and life-insurance policies, coordination that parallels the financial-planning reviews at Freebird Financial. The most complex estate plans layer irrevocable trusts, special-needs sub-trusts, and generation-skipping provisions for blended families managing real property, business interests, and investment portfolios across multiple states.

Is this your business?

Claim this listing to update your info, add photos, or become a community supporter.

Claim This Listing