Estate Planning in San Luis Obispo and Cayucos


K. Gottlieb, Esq. - Wealth Care Lawyer
Estate Planning in SLO & Cayucos

Comprehensive Planning

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Basic Estate Plan – Married Couple

Wills, Durable Powers of Attorney, Living Wills, Health Care Proxies, and HIPAA Releases (Trust not..

Individual unmarried revocable living trust

Single Revocable Trust, Pourover Will, Durable Power of Attorney, Living Will, Health Care Proxy, HIPAA..

Individual married revocable living trust

Family Plan – Two Revocable Trusts (with marital and bypass shares), Pourover Wills, Durable Powers..

San Luis Obispo’s Premier Estate Planning Services

Living Trusts and Wills: Secure Your Legacy

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Estate Planning in SLO & Cayucos

Klaus Gottlieb has been recognized as a Super Lawyer, a distinction that highlights his excellence in the field of Estate Planning in San Luis Obispo, California. This title is awarded to attorneys who have attained a high degree of peer recognition and professional achievement. The selection process for this honor is rigorous, involving peer nominations, evaluations, and independent research, with only a select few being chosen each year.

I offer a unique, empathetic approach to estate planning. My background as a physician enhances my understanding of family dynamics and emotional challenges, while my problem-solving skills as a lawyer help me navigate complex estate matters. This multi-disciplinary perspective ensures personalized and comprehensive guidance for clients.

When you choose me as your estate planner, you can expect:

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Wealth care is an orchestrated approach to your estate planning needs that considers multiple dimensions and coordination with your existing financial and tax professionals.