Protect what you have earned

MyEstate-Plan helps in explaining options and methods used to pass along property, and means to provide for your loved ones, charities, and even your beloved pets

Protect what you have earned

Create a living trust (also called a Revocable Trust, or Inter Vivos Trust) to protect what you have earned, and those you love. Depending on the extent and nature of your estate

Avoid unnecessary costs

Many methods are used in Estate Planning including Wills, Trusts (Living or Revocable Trusts or Inter vivos Trusts), Irrevocable Trusts, certain Bank Accounts, Insurance Policies, among others.

Learn Care Create

MyEstate-Plan.Com is your site to learn about estate planning, care for your family and friends, and create your estate plan.

MyEstate-Plan.Com was designed to put clients and potential clients first by educating, providing resources, and of course providing excellent legal service. Estate Planning is a complex area and we will guide you in effectuating your wishes.

Read Our Blog

William Daniel Powell is a San Diego Estate Planning Attorney and blogs regularly on subjects relating to Estate Planning, helping families and individuals with Estate Planning needs.

What We Do

We are Estate Planning attorneys in the San Diego area. Wills, Trusts, and other Estate Planning instruments are chosen depending on the client’s wishes and the nature and extent of the estate.

John Hale
John Hale
August 31, 2022.
Dan did a great job, handling the first part of our trust online and finishing with the convenience in our home. Dan handled the process within a short specified time. The process was quick and easy!
Raj Rajasingh
Raj Rajasingh
August 12, 2022.
Dan helped me with my will and trust. I found him to be very friendly and knowledgeable. He's detail oriented and is great at explaining everything. He's also mobile and can come to you if necessary. Apart from being an Attorney, he is also a Notary and helped me with that too. I highly recommend him.
Miguel B. Hart
Miguel B. Hart
March 10, 2022.
Mr. Powell is highly knowledgeable and truly transparent, a rare combo these days. He made the intricacies of our will and trust readily understandable and gave us a great deal compared to competing quotes we got for similar work. It was his communication style and the humanity with which he approaches an uncomfortable conversation that really won me over. Highly recommended.
Jim Lackey
Jim Lackey
October 10, 2019.
I have had the good fortune of knowing Dan Powell for about five years, both personally and professionally. He has always demonstrated professionalism in his knowledge of estate planning, while also conveying attributes I consider to be equally-valuable: honesty, integrity, and ethics, all while maintaining a healthy sense of humor (which I appreciate!) I would highly recommend Dan to anyone in need of professional estate planning services!
Steve Korts
Steve Korts
October 4, 2019.
As someone who helps the senior community for a living, I am always running across clients that need an estate plan or need their current trust updated. I always feel 100% comfortable referring Mr. Powell. He has always been a very thorough and kind professional to all of my clients that I have referred to him. They always are very complementary about him, his services and his rates. Just a good guy who is an estate attorney and can help with very important things. Give him a call.

Latest blog posts

  • Was Your Living Trust Designed Just for You?

    May 6, 2017
    Perhaps you already had an estate plan drafted for you that includes all the proper documents including a Revocable Living Trust, Pour-Over Will, HIPPA Release, Durable Power of Attorney, and an Advance Healthcare Directive.
  • Divorce and Estate Planning

    April 23, 2016
    Divorce is a mess. I know first-hand. There are several things you should consider after some of the smoke clears. If you don’t have an estate plan, now would be a great time to get it done. If you do have an estate plan, you will want to make some changes.
  • How do I Create a Will?

    April 16, 2016
    A Will is a document that is drafted and executed (signed and witnessed) in accordance with California law that is used to dispose of a person’s property after their death. Some other characteristics of a Will is that it only “speaks on death” which can be interpreted to mean that it has no true significance ...
  • Asset Protection – Keeping the Inheritance Safe Part 2

    January 10, 2016
    How many ways are there to distribute an inheritance? Basically there are two ways: outright, and in Trust. An outright gift provides no protection, and no direction. Now, if you have a beneficiary that is absolutely fantastic with handling money, and you have no concerns about creditors, predators, divorce, the possibility of losing means tested public ...
  • Comparing a Will to a Living Trust Estate Plan Part 2

    January 9, 2016
    To pick up from where we left off in Part 1, here is what we are comparing with Wills and Living Trusts. Part 1 of this Blog covers reasons A and B. Part 2 covers C and D. Let’s look at these reasons and compare Wills and Revocable Living Trusts A. To manage and ...
  • Asset Protection – Keeping the Inheritance Safe Part 1

    January 9, 2016
    As discussed elsewhere on my website and in my Blog, I have mentioned why people create Estate Plans. They do so for the benefits that Estate Planning provides. There are many benefits to creating a Revocable Living Trust, but we can condense them to four reasons or categories. These reasons are: To ...

MyEstate-Plan Newsletter

The MyEstate-Plan newsletter covers a variety of subjects including law and other current events and how certain aspects of our lives are affected by the law.