Miguel M.
7/15/2022
My parents and I had an extremely pleasant experience with Matt. He has a wealth of knowledge and is extremely patient, professional and relatable. We greatly appreciate everything you did for us...
Praesidio Estate Planning
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8910 University Center Ln Ste 150
San Diego, CA 92122
Praesidio Estate Planning is a San Diego-based firm that offers high-quality and comprehensive estate planning services at an affordable price. With a commitment to providing a professional and valuable experience, they aim to help individuals and families take control of their estate in the present and avoid future challenges. Their approach goes beyond drafting legal documents, as they take the time to understand clients' goals and educate them on the importance of proper estate planning.
By focusing on the four pillars of estate planning - the Will, Trust, Durable Power of Attorney, and Advance Health Care Directive - Praesidio Estate Planning ensures that clients receive tailored advice, document drafting, and assistance in implementing their estate plan. Led by Matt Belardes, CFA, CFP, Esq., the firm is conveniently located in San Diego and serves the local community with their expertise and competitive pricing.
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Reviews
5.05 reviewsBrian G.
1/3/2025
Matt was very through in creating a complete estate plan with a trust, will, etc. He explained our options and customized the plan to exactly what we wanted. He took the time to understand the...
Jane F.
4/5/2022
I received a mailer from Matt informing me that my home was not in the name of my trust and at first I called him somewhat irritated because we created a trust when our kids were young and filed...
Kristy C.
8/3/2022
Friendly, helpful, considerate, knowledgeable, compassionate. Everything you'd want in estate planning. Definitely recommend and will utilize again in the future.
Yis K.
6/18/2020
My wife and I engaged in Matt's services as a young professional couple looking to start a family and protect ourselves and our future generations. From our first communications, Matt's demeanor...
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