Preston Estate Planning
Law Firms & Legal Services · California, United States · 11-50 Employees
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Overview
Headquarters
12396 World Trade Dr Ste 301, San Diego,...Phone Number
(800) 698-6918Revenue
<$5 MillionIndustry
About Preston Estate Planning
Preston Estate Planning specializes in comprehensive estate planning services, focusing on creating, maintaining, and administering trusts to protect clients' assets. With nearly forty years of experience, they address common pitfalls in traditional estate plans, such as tax reduction and asset protection, through their unique Life Plan approach. Their intended clients include individuals and families seeking to secure their legacies and ensure their loved ones are protected from potential legal and financial issues. The firm also offers educational resources, including free webinars, to help clients understand the complexities of estate planning.Explore more
Preston Estate Planning Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Preston Estate Planning
<$5M
11-50
Private
-
1997
KW
Ken WilsonOperations Chief Financial Officer & Director
Preston Estate Planning Tech Stack
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Preston Estate Planning specializes in comprehensive estate planning services, focusing on creating, maintaining, and administering trusts to protect clients' assets. With nearly forty years of experience, they address common pitfalls in traditional estate plans, such as tax reduction and asset protection, through their unique Life Plan approach. T... Read More
