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Your Will, Your Way: Safeguarding Your Legacy Through Estate Planning & Probate
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San Diego, CA Office:
12707 High Bluff Dr Ste. 125
San Diego, CA 92130
EMPOWERING YOU & YOUR FAMILY
Dan did a great job for us wrt our Will and Trust. This was an update on previous document - Dan was able to review what we had done before and upgrade that with many relevant suggestions -- all of which we incorporated in the final document. Dan took the effort to meet us in advance, understand our specific needs, and customize the documents to reflect our very unique circumstances. While we were able to get all the work done by phone/email, for the final signing, he very conveniently visited us at home with a notary -- so we did not even have to step out of our home to get all the work done. We recommend him without any hesitation and will use him again in the future.
Avvo - Client Reviewed
Dan and his team are so wonderful to work with! We really appreciated Dan’s approach to walking us through the process of estate planning including our options and we never felt like he was trying to upsell us. His team were so diligent in their follow up and turnaround time was quick! Definitely recommend using them for any estate planning needs.
Google - Client Reviewed
I had the pleasure of working with Dan, in my capacity as General Counsel at IDT. He became our go-to lawyer for our commercial work, in particular, partnership agreements in the financial services space. He has a very strong knowledge of the law, coupled with an intuitive business sense - this allows him to help clients get the deal done - focusing on the most important issues at hand.
Avvo - Client Reviewed
We recently began to look at developing an estate plan for our family. Because we felt like our situation was fairly complicated, it had been something we put off for too long. After doing some research on several local estate planning attorneys, we decided to contact The Law Offices of Daniel Weiner. Dan and Miriam quickly put all of our concerns to rest and what initially seemed fairly overwhelming, in the end really was quite simple. Dan and Miriam are very thorough and professional and made the process extremely easy for us. We are so happy with the outcome of our estate plan and look forward to working with Dan again as we update our plans into the future. I would highly recommend Dan to anyone looking to work with a fantastic local attorney specializing in estate planning.
Google - Client Reviewed
I have had the pleasure of knowing Dan for the past 5 years and can say that he is extremely professional and respectful in his work, and he demonstrates his compassion and loyalty by taking the time to understand his clients on a personal level. Dan is highly effective and efficient in his communications, always responding in a timely manner and is proficient in drawing up a number of reasonable conclusions to given scenarios and then delivering decisive judgement calls.
Avvo - Client Reviewed
My wife and I have been thinking of creating a living trust for a while. We attended a few presentations from different lawyers who deal with living trusts and Mr. Weiner’s presentation really stood out. It was very informative and easy to understand (I’m very uneducated when it comes to these matters). We had a Zoom meeting with Mr. Weiner and he reviewed our personal situation in detail. Everything was explained simple and straight-forward. After we signed the engagement letter, the documents were prepared promptly. He and Miriam were always available to answer our questions. I would definitely recommend this law office.
Google - Client Reviewed
My wife and I recently worked with Daniel on our estate planning and found him to be a pleasure to work with, knowledgeable and patient. Estate planning is not necessarily a fun experience (!) but Daniel’s high level of professionalism and expertise in this area kept us in good hands throughout. We also really appreciate that we can check in with him periodically to review these plans over time. We highly recommend the professional services of Daniel and his team.
Google - Client Reviewed
I can not say enough good things about Daniel and his staff. As many couples, we had procrastinated putting our will together, until my husband was faced with an unexpected major surgery. We approached the Law Office of Daniel Weiner, as a last minute hope to put these documents together before the operation. This is a process that often takes 6 weeks, but Daniel expedited the creation of the documents ahead of our two week deadline. Communication was excellent, often mediated through Miriiam, his wife and assistant. Their attention to our needs greatly reduced our stress levels at a time when we really needed it.
Google - Client Reviewed
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we understand that, and made it a priority to create a culture and environment where comfort levels are high and most stresses are at a minimum, for all clients that walk through our doors. Our approach to establishing relationships is our sensible, matter of fact personality; we pride ourselves on being simple, and grounded in all of our communications. Yet, we are great at what we do, and that is Estate Planning & Probate Services, and we make sure that every client gets the best possible “solution” to their specific, individual needs.
Understands the stress and difficulties our clients face, which is why we strive tirelessly to provide the outstanding counsel and advocacy every client and family deserves. While our team treats every person who walks through our doors with compassion, we always strive for the most amicable agreements for all parties involved, and we realize that agreements between the parties are always best when they are approached in a spirit of harmony and fairness. Yet, we are known by our peers in the legal profession for our willingness to engage in hard-hitting litigation, defending our client's rights and best interests, while always striving for the best possible outcome for every client and family we represent.
(858) 252-0050I endorse this lawyer. Dan is high integrity and highly intelligent and he will work hard to remedy a client's issues.
Avvo - Peer Reviewed
I endorse this lawyer. Dan is high integrity and highly intelligent and he will work hard to remedy a client's issues.
Avvo - Peer Reviewed
We believe that effective legal representation is achieved when a highly devoted and compassionate team of legal professionals provide the individual attention and personal commitment to the distinctive needs every client and case has. Our team focuses on the individual needs of every client. We don't believe in a one-size-fits-all approach. We treat people and cases like the unique individuals they are. That's the key to our success.
Experience has taught us that probate law issues are often emotionally draining experiences, born from loss, which usually do not afford people the ability to think and act logically and without heavy emotion at the same time. That is why it is crucial to rely on a legal advocate that will caringly and passionately represent you during your time of need. Our team’s modus operandi is to make sure that all of our clients are treated with extreme care and professionalism. We strive to recognize and honor the difference in people, while valuing our mutual commitment to providing the highest level of work possible for every one that puts their trust in us. We support individuality, while at the same time encouraging a team-oriented approach that unfailingly produces great results.
