Praesidio Estate Planning

At Praesidio Estate Planning, we understand the importance of protecting your loved ones and legacy. We believe that estate planning should be a straightforward and comprehensive process, not a complicated or overwhelming experience. Our mission is to provide high-quality, affordable, and personalized estate planning services to individuals, couples, and families in the San Diego community.

Our Commitment to Your Needs

Our team, led by Matt Belardes, CFA, CFP, Esq., is dedicated to providing expert guidance and support throughout the estate planning process. With a background in wealth management, Matt brings a unique perspective to estate planning, focusing on the intersection of law, finance, and family dynamics.

The Four Pillars of Estate Planning

At Praesidio Estate Planning, we focus on the four pillars of estate planning: The Will, The Trust, The Durable Power of Attorney, and The Advance Health Care Directive. We take the time to understand your goals, concerns, and circumstances, providing tailored advice, document drafting, and assistance with implementing your plan.

Our Services

Our comprehensive range of services includes:

• Estate Planning Analysis and Advice
• Will and Trust Creation
• Power of Attorney and Advance Health Care Directive Preparation
• Transfer of Assets and Property
• Probate and Estate Administration Support
• Wealth and Retirement Planning

Matt Belardes is a licensed attorney, certified financial planner, and chartered financial analyst with a deep understanding of the intersection of law, finance, and family dynamics. With a background in wealth management and a Juris Doctor from the University of San Diego School of Law, Matt is dedicated to providing personalized and high-quality estate planning services to individuals and families.

Our Business

Praesidio Estate Planning is a family-run business, with Matt, his wife, and their daughters, Aleyna and Ashley, taking pride in their commitment to excellence and customer service. With a focus on integrity, professionalism, and community involvement, we believe that honesty, trust, and transparency are essential in building strong relationships with our clients.

Getting Started

If you're seeking control over your estate, freedom from worry, and peace of mind, we invite you to explore our services and resources. From the basics of estate planning to comprehensive planning strategies, we're here to guide you through the process. Contact us today to schedule a complimentary consultation and take the first step towards securing your legacy.