Wealth Care Lawyer - Cayucos, California

Introduction to Wealth Care Lawyer

Wealth Care Lawyer stands as a distinguished legal practice dedicated to providing comprehensive estate planning and elder law services. Located in the picturesque coastal town of Cayucos, California, the firm offers personalized attention and strategic legal guidance to individuals and families navigating complex financial and healthcare decisions. The firm’s commitment to client well-being extends beyond legal expertise, encompassing a genuine desire to understand and address each client’s unique circumstances and wishes. They operate with a veteran-owned distinction, reflecting a dedication to service and a strong sense of responsibility.

Location and Contact Information

The firm’s address is 871 N Ocean Ave, Cayucos, CA 93430, United States. For immediate assistance, clients can reach Wealth Care Lawyer at Phone: 8057032282. A detailed overview of their services and legal strategies is available on their website: Website: wealthcarelawyer.com. This website serves as a valuable resource for prospective clients, providing information on various legal areas and outlining the firm’s approach to client representation.

Specialties and Services

Wealth Care Lawyer specializes in a range of legal services, primarily focused on Estate Planning Attorney, encompassing wills, trusts, probate administration, and asset protection. Their expertise also includes Law Firm and providing comprehensive Legal Services tailored to the specific needs of their clientele. The firm recognizes the importance of proactive estate planning, particularly for individuals concerned about the long-term management of their assets and the protection of their loved ones. They are adept at crafting customized plans that align with each client's goals, values, and financial situation. Furthermore, the firm offers specialized guidance in areas such as elder law, addressing issues related to Medicaid planning, long-term care, and guardianship.

Key Features and Accessibility

Wealth Care Lawyer prioritizes client convenience and accessibility. The firm offers both Online Appointments and On-site Services, accommodating various client preferences and scheduling needs. Recognizing the evolving needs of its clientele, the firm maintains Wheelchair-Accessible Car Park and a Wheelchair-Accessible Entrance, ensuring equal access for all visitors. Comfortable and fully equipped Wheelchair-Accessible Toilet facilities are also available. Appointments are generally required, but the firm strongly recommends scheduling in advance to secure a consultation time. The firm's commitment to inclusivity is evident in these accessibility features, demonstrating a dedication to serving a diverse client base.

Client Feedback and Reputation

The firm has garnered a strong reputation within the community, reflected in its impressive Average Opinion: 5/5 rating on Google My Business. With 13 Reviews on Google My Business, the feedback consistently highlights the firm’s professionalism, empathy, and commitment to client satisfaction. Clients commend the attorneys’ ability to clearly explain complex legal concepts and to provide compassionate support during challenging times. Many clients specifically mention the helpfulness and thoroughness of Klaus Gottlieb, who has been instrumental in assisting clients with updating their estate plans, including trusts and wills. The overall sentiment expressed in the reviews indicates a high level of client trust and confidence in Wealth Care Lawyer’s services. The experiences shared suggest a focus on personalized attention and a genuine desire to fulfill clients’ wishes.

Additional Points of Interest

• Veteran-Owned: Reflecting a commitment to service and dedication.
• Online Appointments: Providing flexibility and convenience.
• On-Site Services: Offering personalized consultations.
• Accessibility Features: Demonstrating inclusivity and commitment to all clients.

Wealth Care Lawyer’s approach to legal representation is rooted in a deep understanding of the emotional and practical considerations involved in estate planning and elder law. They strive to create a collaborative and supportive environment, empowering clients to make informed decisions about their future. The firm’s dedication to accessibility and client satisfaction underscores its commitment to providing exceptional legal services within a welcoming and inclusive setting. Their expertise and personalized service make Wealth Care Lawyer a trusted partner in navigating these important life transitions.

👍 Reviews of Wealth Care Lawyer

Betty S.

5/5

I recently had a 20 year old trust/will updated. This was done by Klaus Gottlieb. What a pleasurable experience. Klaus made every effort to listen and make suggestions when appropriate. With no direct heirs he helped we wade choices that felt good. He even suggested a pet trust for my dog that would insure her care. I signed the documents and left feeling heard and confident my wishes will be carried out. What a feeling.

Dennis W.

5/5

Klaus was recommended by out tax accountant and our financial planner when we asked them who would they suggest we use to update our estate plan.
We were impressed with his knowledge and attention to details. He asked us questions we had not considered in our planning.
We our very pleased with the final pan Klaus developed and have confidence our desired outcome has been accomplished.
We recommend Klaus to anyone who wants a professional estate plan and peace of mind when completed. Dennis and Mary Williams

Sonia T.

5/5

Mr. Gottlieb advised us about a complex situation with a foreign co-trustee and gave us helpful answers. The advice was offered in a very timely and professional way. I appreciated his attention to detail in answering my queries and would not hesitate to recommend his services to those seeking advice on Trust matters.

Bill S.

5/5

Met with Klaus for a review of our Family Trust. He identified that our Trust was structured as an AB trust which could have resulted in negative tax consequences for our beneficiaries. Fortunately he was able to correct that and simplify our Estate Plan.

Kathy W.

5/5

Before I had my will and trust updated by Mr. Gottlieb, I thought what I had was fine and had me covered. After working with Mr. Gottlieb I find they were totally inadequate and I'm just glad I'm still here to have the documents prepared correctly. He is very thorough and explains all the details in a manner that is easily understood without using any "lawyerly" or pretentious language. Every question I asked was answered and I never had the feeling that any question was too small or beneath him to answer. He never pushed if I wanted to do something contrary to his suggestions. The questionnaire he uses during preparation was very helpful in pinpointing what I wanted (I don't recall my first lawyer asking anything other than who the trustees were). He is genuinely a kind person and my family and I now feel confident that what we have will be protected in the future. I can recommend him unreservedly.

Raymond G.

5/5

"I’m incredibly grateful to attorney Gottlieb for the care and professionalism they brought to a very sensitive situation. I was helping a dear 94-year-old friend navigate some complex updates to her will and trust, and attorney Gottlieb (he goes by Klaus) was exactly who we needed. He made a tricky process feel manageable, always respectful, thoughtful, and clear — even when family dynamics added an extra layer of difficulty. His ability to combine legal expertise with genuine empathy made all the difference. I’d wholeheartedly recommend them to anyone needing help with estate planning or navigating delicate family matters."

Scotty M.

5/5

Klaus, thank you for assisting my client with her estate planning process. It was assuring to work with you and see how you asked the correct questions to verify that all the details and Items that were important to our client were considered and documented to her satisfaction. I believe you have prepared Trust, Wills, POA's, and Health Care Directives for our client that are at the top end of current laws, taxes and industry standards. I look forward to working with you again to solve our client's Estate and legal needs.
Scott McManus, CPA, CFP

Sheila L.

5/5

Easy and straight forward consultation.
Totally professional and completely attentive.
Clearly verbalized presentation and all areas warmly discussed.
We are happy and satisfied with our finished Trust Documents.
Klaus Gottlieb highly recommended.
Malin and Sheila Lebbad.