Contact

Let's Start a Conversation

All consultations are by appointment. Schedule online in seconds, or call anytime — our AI assistant Emma is available 24 hours a day to answer your questions, get you scheduled, and connect you with the right person.

Schedule Your Free Consultation

Pick a time that works for you. Consultations are conducted by Klaus Gottlieb directly — no intake staff, no assistant hand-off. Come with questions, or just come curious.

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Meet Emma — Available Around the Clock

Our phone is answered 24 hours a day, seven days a week by Emma — a friendly and highly capable AI assistant who knows this practice inside and out. Emma can answer nearly any question about estate planning services, fees, the consultation process, or how to get started.

Emma can also help you get scheduled directly. If you'd prefer to speak with a person, she will take your information and make sure you hear back from staff or from Klaus himself within one business day. No voicemail black holes, no missed calls that go nowhere.

Want to call right now? Go ahead.

(805) 703-2282 24 / 7
Hours & Policy

Office Hours

Staff Hours

Monday – Friday9:00 am – 5:00 pm
SaturdayClosed
SundayClosed
By appointment only. Consultations are not walk-in. Please schedule online or call Emma to arrange a time.

Phone & Email

The phone is answered by Emma around the clock — any time of day or night, including weekends and holidays. Staff follow up within one business day.

To reach us by email: info@wealthcarelawyer.com

Two Locations

San Luis Obispo & Cayucos

Primary Office

San Luis Obispo

1008 Palm Street
San Luis Obispo, CA 93401
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Cayucos Office

Cayucos

Cayucos, CA 93430
Exact address provided upon scheduling
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CPA or Financial Planner?

For professional inquiries about charitable remainder trust analysis, suitability modeling, or CRT consulting services for your clients, visit CalCRUT.com — our dedicated national CRT practice for tax and financial professionals.

Visit CalCRUT.com
Free Consultation (805) 703-2282