Estate Planning

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LIFE & LEGACY LAW

Wills, Trusts & Estate Planning and Business Law

PROTECTING YOUR FAMILY’S LEGACY IS OUR MISSION

It’s a great act of love to have a plan for the future of your loved ones in case the unexpected happens to you. We can work with you and put in place all the needed protections so that your estate (your “stuff”), your business, and your values and legacy can be protected and passed on to those you love.

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ABOUT US

Who We Are

At Lavelle Law Group, we are more than just a law firm. We are your trusted advisor for all of life’s decisions, from personal to financial, legal to business. We want to be there for you and your family as a trusted advisor and so we will work with you to build a strong and long-lasting relationship.

At Lavelle Law Group our goal is to listen and educate 1st, so that you can make the best-informed decision for your family and loved ones and create a family legacy of protection. Our commitment to education centers around our unique client white-glove service. Our process generally involves at least 3+ client meetings – all with a unique and important goal in mind. We focus on ensuring that your unique estate plan not only works when it is needed, but that your assets avoid probate and are passed on per your wishes. Just as important, by really getting to know you, we work with you to ensure that your families legacy, and goals and ethics are passed down as well.

Each family is unique, and we not only understand that, but embrace that concept working WITH you to preserve and protect your family legacy.

CLIENTS

Who You Are

Whether you are a family just starting out, a family in the middle of raising kids, single or retired, our client-centered service-oriented approach will put you at ease. These can be difficult discussions and decisions and our openness and patience will help you make the right decisions for your family.

You want to plan now for your loved ones because no one is guaranteed tomorrow.

You realize it can be the greatest gift of love to make sure that if something sudden and tragic happens, your loved ones protected.

You:

  • Have kids, or
  • Own a home, or
  • Have a blended family, or
  • Own a business

You want to keep your loved ones OUT OF CALIFORNIA PROBATE COURT

  • Probate costs can easily exceed $50,000!!!
  • Probate has no privacy and predators, scammers and creditors can see exactly what your kids/heirs will inherit.
  • The probate process can take 16-24 months or more.
  • A randomly assigned Judge makes the decisions for your loved ones – not you.
  • You don’t want your kids to automatically be handed their full inheritance when they turn 18.

We can help guide you and evaluate your options and decisions when it comes to estate planning

We are here to serve and help you in this journey!

Are My Kids Protected If Something Happens to Me?

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Our Clients Love Us and We Love Our Clients
estate planning
Lavelle Law Group, APC

⭐⭐⭐⭐⭐
50+ 5-Star Google Reviews

Ernestine Bass
3 weeks ago
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Attorney Joe Lavelle has been counseling and protecting our family for almost 20 years. Joe is smart, extremely confident, and qualified. He not only takes the time to listen, but then makes sure that you are educated on your choices and understand the best decision for your family. Joe is kind and patient, and he loves working with families. His process is so thorough and easy and gives us total peace of mind.
We have never written a Google review before, but we just want to everyone to know how much we recommend working with Joe and Lavelle Lavelle Group. If we had the option to give a 100 star review, we would have!
Ruzica Anic
5 months ago
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As someone who has known Joe Lavelle for 20 years when my need for estate planning arose, I reached out the only Law firm I would trust to handle it, the Lavelle Law Group. Joe Lavelle was a pleasure to work with for my estate planning needs in California and his caring nature and attention are next to none. He was extremely knowledgeable and took the time to explain everything in detail, while being very patient and ensuring I fully understood and comprehended all of the options available to me. At the end it resulted in a comprehensive, straight forward and clear estate plan that gives me peace of mind, which is priceless. I would highly recommend Lavelle Law Group for anyone in need of estate planning services in California, as it is the right choice.
Still Bill
Still Bill
4 months ago
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Joe has been running a successful practice for over 25 years in the San Diego area. He's trusted and referred by other attorneys and prides himself in the trust he builds with his clients. As Joe ventures into estate planning, I highly recommend you consider him as his client-centric approach will make for a great estate planning experience for you and your family.
Lawson Orradre
amonths ago
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Great Law Group! Very helpful with all of my questions. Mr Lavelle is an extremely smart and kind man and will help you with any troubles you may have. 5 star law group. Great job guys!
Sara Saba
a months ago
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Attorney Joe Lavelle is a very smart and very effective attorney in personal injury. He gets top results for his clients and is someone you want on your side. Thanks Joe.
Nasim Jalili
5 months ago
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From start to finish, their team was professional, knowledgeable, and went above and beyond to help me with my legal matter.
Joe Lavelle and his team have a wealth of experience and expertise in their field, and they were able to provide me with clear and concise explanations throughout the process. Their attention to detail is impressive, and they were able to successfully navigate me through a complex legal issue.
Francis Eleazar
6 months ago
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I have known Joe for over 20 years as a legal consultant and business adviser. He is an excellent lawyer and he goes above and beyond for his clients. I will never have a second thought of endorsing his law firm at any given moment. He takes his profession seriously, straight forward and trustworthy lawyer yet can be a friendly counsel to many if not all of his clients.
Juan Jose Amell, Esq.
6 months ago
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Joe is an accomplished personal injury and estate planning attorney with years of experience who is dedicated to his clients. If you are seeking an attorney that you can trust, especially with your estate planning, Joe’s your guy. Highly recommend!
Lyaa Merson
6 months ago
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While I have personally worked with successful lawyers on multiple cases, all share many common traits, but there is always one who comes with a distinct trait, who presents his advocacy traits so heartily that he can get his client out of a scrape. He is Joe Lavelle of the Lavelle Law Group.
A multi-talented and multi-dimensional with multi-disciplinary lens in his areas of knowledge, Joe Lavelle, redefines a case outside of normal boundaries with solutions for complex situations. He has persevered through some challenging times to get to the meaningful moments that make all the repetitive document drafting worthwhile. He has strengthened his business relationships with his clients during some of the most challenging times in their lives.
Whether it’s by helping them through a difficult law matter, protecting them against false charges, or securing fair financial compensation after an accident, he is an advocate, and an attorney I stand behind.
Michael Smith
Michael Smith
6 months ago
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I've gotten to know Joe as a member of a professional attorney education and networking group. Joe is extremely knowledgable in his practice areas and constantly striving to provide the best legal services to his clients.
Elaine Rogers
9 months ago
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I have known Joe Lavelle for many years and highly recommend him. As a fellow attorney, I have seen his high degree of legal skill, expertise, and professionalism. I have also seen the caring and commitment he has for his clients when he assisted my own family members in obtaining great results for their legal issues.
Leon Jones, Jr.
6 months ago
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I highly recommend Joe. As a fellow attorney, I know he is highly skilled, has a depth of expertise, and is very professional. I also know he is caring and committed to obtaining great results for his clients.
Puja Jabbour
Puja Jabbour
8 months ago
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Joe is an incredibly kind, compassionate, and skilled attorney. I would highly recommend if you’re looking for an estate planning or personal injury lawyer!
La B
9 months ago
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Go with Joe if you have been injured and need legal representation. You will be very satisfied with his level of expertise and he will get you the help you deserve!
Shernette Noyes de Giron, JD. LL.M.
9 months ago
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Joe is a great lawyer and I highly recommend him.
Nkechi Gillman
Nkechi Gillman
9 months ago
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The Lavelle law group is the best! The represent with dignity, honest and integrity from start to finish.
Jony Cark
Jony Cark
8 months ago
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My experience with Lavelle was awesome they took care of everything for my case and didn't have to worry about anything they did there job and were on top of everything...
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Our Services

Estate Planning

Education and Service -Centered, Comprehensive Multi-Meeting Process, and Long-Term Relationship Focused

Estate Planning

One of the hardest steps in any endeavor is the first, the step that gets it all started. So let us help you by describing each step of the process so you can have a clear view of what you can expect working with Lavelle Law Group, APC.
Read More

Business Advisor

We work WITH YOU to….

Business Advisor

At Lavelle Law Group, we assist Clients with business advisory services to help businesses of all sizes grow and thrive. This can include business formation, transition, and considerations of risk, protection, and growth.
Read More

Succession Planning

We can help you create your family legacy and pass on the really important things in life.

Succession Planning

Passing on more than just your assets and “stuff” can be so important. My Dad when he passed didn’t have much, to and what he left to me and my siblings we very much appreciated. But, the things I appreciated the most and will hold dear forever were the values...
Read More

Awards - Featured In

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How To Avoid California Probate?

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Presentation & Speaking

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Our Latest News & Blogs

Special Needs Planning in San Diego: Embracing Your Child’s Future This Thanksgiving

November 28, 2024

Navigating Proposition 19 and Estate Planning: A San Diego Family’s Thanksgiving Guide

November 28, 2024

Thanksgiving Reflections: Crafting a Legacy in America’s Finest City

November 27, 2024

Celebrating Independence Day with Family and Future in Mind

July 4, 2024

We Can Do This! Blending Families with Young Children

November 22, 2023

Can You Trust Legal Insurance for Your Estate Planning Needs?

November 22, 2023

Understanding Trusts: Domestic vs. Foreign — What You Need to Know

November 22, 2023

Choosing Between Sole Proprietorship and Incorporation for Your Business

November 22, 2023

How Much Does an Estate Plan Cost

November 18, 2023

Untangling the Legacy: Navigating Aretha Franklin’s Handwritten Wills

November 18, 2023

Essential Legal Documents for 18-Year-Olds AND Young Adults: Safeguarding Your Child’s Future

November 18, 2023

Avoiding Estate Planning Missteps: 3 Common Errors That Could Render Your Plan Ineffective

November 3, 2023

MYTHS FROM BEYOND THE GRAVE

November 3, 2023

Facilitating Family Conversations at Your Family Reunion

November 1, 2023

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About Us

At Lavelle Law Group, we are more than just a law firm. We are your trusted advisor for all of life’s decisions, from personal to financial, legal to business.

Contact info

  • 619-515-1498
  • joe@lavellelawgroup.com
  • 1350 Columbia St., Suite 500, San Diego

Our Services

Lavelle Law Group, APC

⭐⭐⭐⭐⭐
50+ 5-Star Google Reviews

Free 15-Minute Discovery Call

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Disclaimer

Copyright © 2024 Lavelle Law Group - All Rights Reserved.

Estate Planning

Estate Planning

One of the hardest steps in any endeavor is the first, the step that gets it all started. So let us help you by describing each step of the process so you can have a clear view of what you can expect working with Lavelle Law Group, APC.

Step 1: Introductory Call

  • - Free 15-minute call to assess needs
  • - If fit, schedule a 2-hour Comprehensive Planning Session
  • - Session valued at $900, secured with a credit card

Step 2: Family Wealth Inventory

  • - Receive Family Wealth Inventory document
  • - Provide family information, goals, asset details, etc.
  • - Return completed Inventory 7 days prior to the Planning Session

Step 3: Comprehensive Planning Session

  • - 1-2 hour meeting to discuss goals and unique planning options
  • - Ensure wishes are honored, loved ones cared for, and conflicts avoided

Step 4: Design Meeting

  • - Question and answer session to create plan options
  • - Sign Engagement Agreement and pay agreed-upon fee
  • - Receive Confirmation of Important and Missing Information (CIMI)

Step 5: Signing Ceremony

  • - 1-2 hour meeting to review and sign plan documents
  • - Documents provided in a personalized binder
  • - Trust funding instructions if chosen

Step 6: Final Meeting - Family Legacy Interview

  • - Review progress in funding the trust
  • - Family Legacy Interview to create a meaningful record
  • - Capture life stories, lessons, heritage on video for loved ones"
Estate Planning Lavelle Law Group

After practicing in the San Diego area for over 30 years, Joe founded Lavelle Law Group

⭐⭐⭐⭐⭐
50+ 5-Star Google Reviews

Free 15-Minute Discovery Call

Business Advisor

At Lavelle Law Group, we assist Clients with business advisory services to help businesses of all sizes grow and thrive. This can include business formation, transition, and considerations of risk, protection, and growth.

We try and work holistically with our Estate Planning services to achieve our Clients’ goals and objectives and peace of mind. We work with you to develop an understanding of the challenges and opportunities faced by your businesses in today's competitive marketplace.

We work closely with our clients to develop and implement customized solutions that meet their unique needs and goals. We are committed to helping our clients achieve their full potential and build successful businesses.

Contact us today to learn more about how we can help you succeed.

Estate Planning Lavelle Law Group

After practicing in the San Diego area for over 30 years, Joe founded Lavelle Law Group

⭐⭐⭐⭐⭐
50+ 5-Star Google Reviews

Free 15-Minute Discovery Call

Succession Planning

Passing on more than just your assets and “stuff” can be so important. My Dad when he passed didn’t have much, to and what he left to me and my siblings we very much appreciated. But, the things I appreciated the most and will hold dear forever were the values and lessons he taught me, the family videos, his voice on his answering machine, his love of all things 🍀Irish🍀, and the notes that he wrote to me that I'll always keep.

At Lavelle Law Group, we realize the great importance of the intangible things and passing those to the next generation(s). We proactively work with you to capture and preserve the values and lessons that you want to pass on to your loved ones. We have a unique process that many clients feel is more important than all the other things we do to them peace of mind.

We would be pleased and honored to work with your family.

Estate Planning Lavelle Law Group

After practicing in the San Diego area for over 30 years, Joe founded Lavelle Law Group

⭐⭐⭐⭐⭐
50+ 5-Star Google Reviews

Free 15-Minute Discovery Call