Santa Barbara Estate Planning & Elder Law

Juliana and her team were a dream to work with. The process clear, efficient and professional. Issues that were problematic with another firm, were handled effortlessly. Everything was handled in six weeks. I would highly recommend this agency to anyone needing assistance with estate planning

Thank you for all your work in administering our parents trust and helping us understand everything that needed to be done. We are grateful for the team - from Art to Attorney Julianna - in taking care of our family concerns!!! We will definitely recommend SB Estate Planning to all our friends & family.

We were worried about tax reassessment on our family home after mom passed away. The original attorney that our parents used for their trust pawned us off to another firm that used scare tactics to get us to pay for “immediate tasks” that needed to be done. We were skeptical and luckily a family friend referred us to Santa Barbara Estate Planning. Attorney Kristine Vance was very knowledgeable and helpful in clarifying things that this firm said needed to be done. Luckily, we did not move forward with that firm’s recommendations because it would have cost us thousands of dollars. Our family is appreciative for Attorney Kristine and the team in taking care of the necessary procedures to avoid reassessment on our family home.

I attended a very informative, free webinar offered by Julianna Malis about the changing Medi-Cal asset limit rules and how my parents might be affected. Before signing up for a complimentary initial consultation afterwards, I emailed the firm a few questions to decide if I should proceed with a consultation. Julianna answered my email promptly, and I signed up for an initial consultation. During the consultation Julianna answered my many additional questions and also provided some options. I was very pleasantly surprised that she didn’t try to persuade us to use their services to set up a Medi-Cal asset protection trust, nor did she try to dissuade us from choosing a DIY option. I will definitely consider her services if we need assistance with an elder law issue in the future.

Juliana and her team are amazing! Everything we needed was taken care of, questions answered, and when our documents and signing appointment was done we felt a weight of uncertainty lifted from us. We now know our estate is in good hands. We highly recommend SB Estate Planning for your legal needs.