Preston Estate Planning

Preston Estate Planning is an Estate Planning Attorney in San Diego, CA. The firm practices exclusively in estate planning, serving clients throughout California since 1981. It distinguishes its work from standard probate-avoidance documents by focusing on tax reduction, asset protection, and disability planning. The practice has reviewed over 11,000 trusts prepared by other attorneys across the state, identifying common gaps such as trusts that avoid probate fees but trigger higher tax liabilities or leave beneficiaries vulnerable in divorce proceedings. The firm’s approach is built on the premise that a plan must address these broader risks rather than focusing solely on avoiding court.

The firm’s trademarked process, the Life Plan, incorporates eight specific features designed to protect assets: a Disability Panel, Silent Partner, Co-Trustee, Medical Emergency Card, Asset Protection Inheritance Trust, Capital Gains Election, Re-Marriage Protection, and Retirement Trust. This is supported by a 28-point Maintenance Membership Program that keeps plans current as laws and life circumstances change. The legal team includes John Preston, the Founder and Principal, along with attorneys Don V. Zoellner, J.M. Preston, and Jennifer Knight. A dedicated support team handles operations, estate settlement, administration, filing, finance, funding, scheduling, and word processing to ensure the firm runs smoothly. The firm also offers services to create, maintain, and administer estate plans, guiding trustees through the execution of wishes after a client’s passing.

Located at 12396 World Trade Dr, the office sits on World Trade Dr, a short distance from Camino del Norte. It is approximately 0.3 miles from the Poway Woods neighborhood and Manna's Martial Arts, and about 0.4 miles from Highland Ranch Elementary School and the Paseo Lucido road.

The firm holds a rating of 4.90 based on customer reviews. Clients have noted the value of the legal documents, the firm's availability, and the compassionate way attorneys explain complex matters. This positive feedback reflects the firm's long-standing presence in the San Diego area and its focus on providing a trust that clients can count on for a lifetime.

Preston Estate Planning combines nearly four decades of exclusive estate planning experience with a structured Life Plan to safeguard families in San Diego against the specific financial and legal risks that standard documents often overlook.