California Trusts, Estate, and Corporate Solutions
Working with you to help you create your legacy.
Headquartered in San Diego, Perriot Estate and Business Solutions provides clients on the west coast with estate planning, corporate, and title transfer services. We specialize in estate and succession planning services for your personal and business needs.
We are committed to helping our clients thrive in the business world in their lifetime, while helping protect and manage their assets after their death through estate and succession planning. We bring extensive experience and professionalism to every facet of the process and customize our services to support your individual needs and concerns.
Contact Us
3919 30th Street, Suite 333
San Diego, California 92104
info@perriotestateplanning.com
(619) 489-6463
Services
Estate Planning
Estate Management made easy.
We facilitate the establishment of your estate plan and the trust funding process.; helping you navigating the often-foggy landscape of the estate planning industry.
We are dedicated to our clients, assisting with the drafting of documents relating to their estate and the management of their assets after their death or in case of loss of capacity.
Bussines Solutions
Business Solutions tailored to you.
We are qualified to prepare your corporate documents such as corporation/LLC minutes, agreements, leases, assignments, etc., and inspect and update corporate books for legal compliance.
Let us handle as much or as little as you need; we can be contacted per service, or we can tailor solutions specifically designed to keep track of your business and deadlines so that you may focus your time on the aspects of your business, or life that truly require your time. We can handle Secretary of State filings to help our clients manage, incorporate, organize, cancel and dissolve their businesses.
Title Transfers
Easy real property deed preparation and recording services.
We provide basic or full-service options, to serve your needs best whether you are adding an individual to the deed of your real property, transferring your real property into or out of your living trust, removing a co-owner, or transferring your real property to your business entity.
“We must all obey the great law of change. It is the most powerful law of nature.”
– Edmund Burke
Get in Touch
Let us help you achieve your business and estate planning goals; email or call us to make an appointment.