It was a pleasure working with Frank at Pacific Coast Trust. My wife and I have been thinking about estate planning for a long time but the process seemed daunting. Frank navigated us through the process efficiently - glad we did it. read more

I was referred to Frank at Pacific Coast Trust for assistance in creating a living will and trust. I cannot say enough good things! Frank was responsive and very helpful throughout the process. If you need a trust/will, then Frank is your guy! read more

We have a pretty straightforward situation but I still did a lot of research before deciding to use Pacific Coast Trust. Frank did a great job of walking me through everything involved. He was attentive, patient and went above and beyond to work with our very busy schedule. We had to cancel and rebook repeatedly due to my husband's very difficult schedule but Frank was super accommodating. Highly recommend! read more

I chose to select the services of Pacific Coast Trust only after reviewing quotes from several other estate planning firms and even having consultations with one of them. However, after being referred to Frank by my friend, reviewing Pacific Coast Trust's reviews on yelp, and speaking with Frank on the phone, I had a feeling that Frank would indeed be the best estate planning specialist to address my family's needs. I was absolutely happy with my conclusion. Frank is very professional and knowledgeable. He explained the entire process to me without overcomplicating it nor downplaying any important details. He was also very helpful, respectful, and timely to respond to my numerous questions. Overall, the entire process was very pleasant and comfortable. Frank provided excellent service which consisted of two short in-home meetings - one initial meeting and the second meeting to deliver the trust. In-home service was especially helpful because we have two little kids! After the trust delivery, Frank has also been very diligent at following up regarding any open items to ensure that my family's trust is set up as intended. I would recommend Frank to anyone who would like this important step in their lives handled as professionally and painlessly as possible. read more

Frank was outstanding to work with. Anytime there was questions, Frank was ready to answer and clarify. We would definitely use Pacific Coast Trust and would suggest them to our closest friends. Thanks Frank! read more

Frank is very friendly and responsible, he helped us set our family trust! The price is also very reasonable!

We used Pacific Coast Trust to create an estate plan and it went great. Frank helped simplify things that were hard for us to wrap our brains around -- and repeatedly talked us through the process even when we got distracted with busy work and life. He was good about following up with reminders and important details that we needed to complete on our end. read more

Frank Kallmeyer was incredibly helpful in helping my wife and me establish our family trust. From the initial consultation all the way until the signing and delivery, Frank was very communicative and thorough. He and his staff were also very accommodating given the current pandemic and made sure the final delivery was efficient but also safe. Additionally, compared to other quotes we received, the cost was very affordable. Many thanks to Frank and Pacific Coast Trust for the excellent service! I will definitely recommend you to anyone looking to start a trust. read more

Frank was very helpful when we worked with him to set up my moms trust. He was very patient, answered all our questions and helped to explain the entire process point by point. He made sure to make the process pain free and void of stress. I highly recommend anyone that needs to set up a trust to call Frank. read more

Frank made the experience easy to deal with, produced a well constructed trust. Simple instructions, treated my wife and I with respect through all the random questions we could come up with. In my experience, we got a quality product for a great price. I have seen other similar products that other have paid two to three times as much with lesser quality. Thanks for the great experience. read more

Finally we got our living trust done, it was much easier than I thought it would be thanks to Frank. Frank was very knowledgeable and helpful, I would highly recommend this place. Thank you Frank for your help on this !!! read more

My wife and I knew we needed to set-up a trust, but just had never gotten around to doing it - so glad we found Frank and Pacific Coast Trust! Frank has the process down, and wish I had know it was going to be so painless, because I would have done it years ago. We were able to do the whole process in a couple of face to face meetings - and it was very straight forward and easy to understand all of the various components that make up the trust, as we walked through all one by one and he explained everything. Frank is very professional and answered all of our numerous and sometimes repetitive questions, but he definitely wanted to make sure we were 100% satisfied with everything in the trust. I highly recommend Frank to anyone looking to set-up a trust. read more

My husband and I are happy with the help and work, Frank and his team put together for our living trust. Everything was done in a timely manner and his price is very reasonable and affordable compared to others out there. We recommend them. Thanks, Frank! read more

Frank and team were extremely professional, answering all of our questions and guiding us through the process of setting up our trust. What a relief to know that everything is now planned for our future and we have Pacific Coast Trust to thank for that. read more

A very big thank you to Frank for helping us set up two trusts for my family. One of the trust was out of state so it was a bit more involved but he was very knowledgeable and efficient in getting it done for my mother. He made the entire process very simple and easy. A really nice guy and great sense of humor. Highly recommended read more

Frank is extremely knowledgeable, helpful, patient, and intentional in supporting his clients to complete this critical item that should be on everyone's to-do list. He made the process easy and educational, and we feel very much at ease now working with him. His pricing is also competitive which adds even more value given the already awesome service. Thanks again! read more

We've been putting off doing a living trust for a long time...seems like many people don't want to do it, and that those who do are, at the most, content (but not particularly happy) with the experience. Anyway, a couple months ago a coworker told me how Frank came out to the house to collect info for his living trust and it was about as painless as it could be, and that the price was reasonable as well. So, I contacted Frank. I was a little concerned about having someone come out to our house because of our crazy little pups. Well, Frank loves dogs, so that wasn't a problem. He came out, gave us the overview, and given that we were so comfortable with him and that he was so highly recommended by my coworker and by Yelp, we started the process that day. Frank has been on top of everything...we have been the ones delaying things by trying to make decisions. After we gave Frank all of the info, the folks at Legacy Legal were quick to follow up with us and process all of the documentation. Then, Frank promptly scheduled a follow-up visit with us to deliver the living trust. I just can't express what a relief is to have this in place. I didn't realize how much it was weighing on me until now! This isn't just for what happens when you leave this world, but to be comfortable and at peace with your decisions while you're still here! read more

My husband and I would like to acknowledge the excellent work Frank Kallmeyer of Pacific Coast Trust completed for us in setting up a revocable living trust and last will and testament. During our initial contact with Frank, we found him to be an expert listener, fully responsive to all our questions.;therefore, it was not surprising that he proved to be thorough, reliable, and trustworthy throughout the process. Additionally, when the completed documents were presented to us in a very timely manner, Frank articulately explained the significance of key considerations, thus ensuring that we were fully informed and confident in our choice of options(healthcare directives,etc.) We are grateful to Frank for his expert guidance and would unhesitatingly recommend him to others desirous of professional estate planning. Thus, we are joining with numerous others in giving yet another five-star evaluation for a job well done! read more

Frank at Pacific Coast Trust provided his service to several members of my family (3 including myself) with varying levels of need. From a simple trust with not many assests to one involving a business, Frank was able to help my family navigate what would otherwise be an overwhelming task for us, to make it a relatively simple and less painful process. Throughout the process Frank was available to answer any question we had and he did so in a timely manner. Wheher it was a phone call or an email, Frank's timely and thorough responses were very much appreciated. The cost was very reasonable compared to other offices I have researched. In addition, he does all of this in the convenience of your home. Frank is a super nice guy and very knowledgeable in what he does. You won't regret working with him. I highly encourage anyone to consider using Pacific Coast Trust for your living trust needs. read more

Frank Kallmeyer helped me and my wife write our wills. The process was smooth and he was quick to reply to questions, of which I had many. I wasn't expecting such hands on assistance for the price. I highly recommend their services. Frank even arranged to have a secretary witness our signing. read more

Just wanted to say that Frank made the process of getting our trust together one of the smoothest endeavors ever. He is very patient with any questions, very informative and he comes to your home making the whole process very comfortable. We definitely recommend Frank for your Trust. Thanks Frank! read more

Vey happy with the entire process, everything explained clearly, no surprises. Good value!

So glad we found Frank K. We had never given much thought to the what ifs or the future but after having our son we decided to get things in order. Frank was so good at explaining terminology and recommending different options when it came to our planning. He gave us easy to understand examples and the whole experience was so simple and assuring for us. We left with peace of mind and we're actually blown away by all that Frank was able to cover by assisting us. We now have detailed plans in place, and a very organized and detailed binder with important info in one place. I don't think Frank required more than two hours total of our time from the beginning to end of the process. This kind of thing always felt overwhelming to even think about in the past which is why we avoided it, but Frank made everything so simple for us and for that I am recommending this business to everyone I know. Thank you! read more

Pacific Coast Trust - Our loved ones will have no trouble picking up the pieces should anything ever happen to us. Thank you! - Wills, Trusts, & Probates Near Me - La Jolla, California

Pacific Coast Trust was a no brainer when shopping to get our trust completed. I shopped around all the top rated options in San Diego and landed on PCT after Frank patiently took the time to describe what we'd be in for. Frank is knowledgeable, quick to respond and on the ball. I rarely write 5 star reviews, but we were thoroughly impressed with the process and thankful Frank could even meet at our house on our time (we have kids, so that was huge!) On top of all this, Frank had the most competitive price I had found. read more

Very happy to recommend Frank for estate planning. The process was very simple and he was flexible, knowledgeable, and easy to work with.

Frank K at Pacific Coast Trust helped me with my Living Trust and edits. He took the time to see what my needs are, make suggestions based on those needs and my situation, and ensured that I understood everything. I did not at any time feel pressured to hurry up with my decisions or that I needed to rush to sign documents without reading and understanding them and what they meant. Frank's concern is for the client and their best interests. This is serious and affects life decisions - he understands and values that importance. His willingness to work with my schedule, reasonable pricing, and friendly, courteous and professionalism makes him a trusted person to me. I have recommended him to others and will continue to do so whenever someone needs a trust set up. thanks Frank and Pacific Coast Trust for truly being a help with difficult decisions. read more

The fact that the two of us needed to take hours off work & drive to someone's office several times to get our trust & will done made us postpone and postpone... and postpone this important action. Then a coworker referred us to Frank Kallmeyer, who was willing to meet with us in his office during the WEEKEND (he is very flexible with his time & location to accomodate his clients). He was also easy to talk to and patient (which is good, since I had a LOT of questions). Though I don't have any other experiences to compare this to, I'd say Mr.Kallmeyer made the whole process as painless as it can get. read more

We picked Pacific Coast Trust as it had in home consultation and received great reviews on Yelp. Our wills and family trust were 20 years and we wanted to make some changes. Frank sat down with us and explained the procedure discussed what we wanted. He noticed our bank accounts were not in the trust and so we went to the bank and had them included. We wanted our wills and trust reflect that our son and daughter are adults and have kids of their own and to designate them as co-executors. Two weeks later Frank returned with our wills/and trust in a binder complete with an index. We signed the documents and had a friend come over to act as a witness. Frank efficiently went through the various documents and answered all of our questions. I'm happy my husband found Pacific Coast Trust on Yelp. All said, this was an excellent service and I highly recommend Pacific Coast Trust. read more

This was my second time setting up a trust and I was prepared to be confused (as I was the first time with a different company), but Frank made the whole process easy and straightforward. He is very responsive by phone and email and really helped me understand what I needed to do and why. Thank you, Frank, for your professional advice, guidance and friendly service! read more

We realized that our existing trust written in the 1980's needed serious upgrading, so after researching several local companies and talking with Frank Kallmeyer we chose to work with Pacific Coast Trust. Frank explained the process of creating a trust and waited patiently as we made important decisions regarding who to appoint as our trustee and the preferred distribution of trust assets to future heirs. We appreciate that Frank understands the importance of encouraging clients to take the time necessary to make the sometimes difficult choices which go into the making of a Trust. Once the trust was written and in final form, Frank met with us to explain everything, answer all of our questions, and ensure that each important paper was signed. We held this final meeting on our back porch and were pleased that, due to the pandemic, Pacific Coast Trust repeatedly offered safe options for working together. Finally, my wife and I have found the well organized binder, which contains all of the documents, offers an easy to read map for ourselves and for our future trustee. I sincerely recommend Frank and Pacific Coast Trust to anyone looking for assistance with creating a cost effective and comprehensive trust. read more

We had a great experience with Frank at Pacific Coast Trust. The whole process just took a couple of weeks and we were very thankful for all the explanations and help along the way. We appreciated having meetings through zoom and Frank coming to our home to finalize and deliver documents. We highly recommend using Pacific Coast Trust. read more

Frank was very helpful with setting up a trust for us. Initial call was very informative and concise, with all our basic questions answered. During initial intake, Frank really accommodated our schedule and came to our home in late hours. He was helpful as he answered all our detailed questions about trust, bank account, hypothetical scenarios. After we submitted all the info, Frank was exactly on time as he promised to deliver the trust. Again, he accommodated our schedule and met us during lunch hour where we closed the trust. Setting up trust can put people in philosophical mood - but Frank kept it light and put it all in the right perspective - at the end, we felt really positive about setting up the trust. In general, very positive experience setting up the trust with Frank and the company. read more

I reached out to Pacific Coast a few months ago. I wanted to carry out some estate planning - living trust etc. Frank called me back and explained how the process works and gave me a price. I was happy with the price and booked an appointment for two weeks time. A few days before my appointment I had a call from Frank to say he forgot to mention that he is not an attorney but he comes from a family of attorneys. I decided to cancel my appointment because I wanted to speak to an attorney because with estate planning it is very important to do this right before your time comes as small mistakes can cost your loved ones time and money after you are gone! I am sure Frank would have done a good job but I just wanted the Yelp community to know this up front so that they know what they are signing up for in advance. read more

Frank helped my wife and quickly and effortlessly put together a living trust since we are now the parents of twin boys. The entire process from the introductory phone call to receiving the final documents was seamless. I recommend to anyone on the fence about getting a living trust to just do it. Its a very small price just for the peace of mind it will give you. Frank is the best, its what he does and why so many 5 star reviews. read more

Frank was very helpful in setting up my first trust. I didn't have much experience with these things but he walked me through the process. I would recommend him to others. read more

Living Trusts makes all the difference in the world - Wills just don't cut it. We learned the hard way of what goes down in probate with my grandmother -- 4 years of lawyers, legal fees, and courts. Getting my crazy busy parents to take the time to get the job done was another matter. I found this company for them on Yelp that comes out to your home and the problem was solved. Frank did an awesome job helping my parents and was really patient with their them, since they don't really speak English. Overall, it 's really legit and reliable. Hands down! read more

In Short: They are a wonderful group to work with if you need a living trust. Highly recommended. In Depth: My mom wanted to put together a living trust, so my first instinct was to go with LegalZoom. While LegalZoom is a great online company, my mom's living trust was starting to get really complicated and it looked like LegalZoom's online application form just wasn't cutting it. It was clear she needed some help from an actual person. I looked up some reviews online and found Pacific Coast Trust. I gave my mom the phone number and told her to ask for Frank K. I should also note that my mom is not a native english speaker, but Frank was extremely patient and answered all her questions, even when most of other representatives would just give the sales pitch and tell her to come into the office. Frank K. worked with us and around our schedule. He was respectful of our time. Everything was completed over and above our expectations. If you have significant assets (probate is hell), you will definitely want to have a living trust. And if you need to get one done and are living in San Diego, Frank K. is your man. read more

I went through two other suggestions for someone to do my will and trust. I was not happy until I found Frank on Pacific Coast Trust. I felt comfortable from the very first conversation on the phone and Frank made thinks some smooth and easy for us to complete the process. He was always there to answer any questions for me and now I can sleep better at night knowing I have completed everything. Thank you Frank! read more

I highly recommend Frank and Pacific Coast Trust. First, Frank takes the time to explain everything and goes above and beyond to ensure that you set up your trust the way you want it. Second, he is very flexible and will meet with you when it works for YOU. Evenings, weekends, at your house, at the office whenever and wherever it is convenient for you. Third, he is extremely responsive. Finally, he knows all the latest changes to law and provides great recommendations and references. Frank recommended a great Professional Fiduciary company. Frank also worked on my parents' trust and was very patient and kind. If you want it done right, go with Frank and Pacific Coast Trust. read more

Excellent experience. It was quick and very easy. Frank came to the house and helped execute the process much quicker. Thanks for the help.