Santa Barbara Estate Planning & Elder Law

The team is awesome and they provided valuable information needed to move forward with my living trust. Thank You!

Everything about the firm is wonderful - the people, the office, the conference room, the snacks provided, and the overall service! Thank you for giving me peace of mind!!!

I thank you, all my questions were answered. It put me at ease

Administering a family members trust is not as difficult as I expected it to be, especially living in Georgia. Santa Barbara Estate Planning is amazing! They are professional and helpful from the very beginning of the process and will ensure your experience is as stress free as possible A special thank you to Darrell and Art for your professionalism, kindness, and patience.

Hello, The team at Santa Barbara Estate Planning listened to our needs as we are a blended family. We are confident with the trust they created for us because everything we asked for is written clearly in there. Thank you, Sandy

I attended the seminar that's Julianna had in Brass Bear and my wife and I were happy to receive such valuable information. We know more about the importance of having a trust...and the difference of a trust and will! She's absolutely very knowledgeable inexperienced.

Started the year off with signing our trust documents! Thank you Julianna and team for your patience, knowledge, and time to put everything together!

Excellent service. Everyone was courteous and knowledgeable. Julianna helped me with all of my questions concerning assets and Medi-Cal. I would definitely recommend this firm to others.

Thank you for all your work in administering our parents trust and helping us understand everything that needed to be done. We are grateful for the team - from Art to Attorney Julianna - in taking care of our family concerns!!! We will definitely recommend SB Estate Planning to all our friends & family.

We were worried about tax reassessment on our family home after mom passed away. The original attorney that our parents used for their trust pawned us off to another firm that used scare tactics to get us to pay for “immediate tasks” that needed to be done. We were skeptical and luckily a family friend referred us to Santa Barbara Estate Planning. Attorney Kristine Vance was very knowledgeable and helpful in clarifying things that this firm said needed to be done. Luckily, we did not move forward with that firm’s recommendations because it would have cost us thousands of dollars. Our family is appreciative for Attorney Kristine and the team in taking care of the necessary procedures to avoid reassessment on our family home.

I received 5-star service with everyone at the firm! Thank you for being patient, professional and accommodating to our needs. If I could give 10-stars, I would!!!

My experience of attorneys and law firms have been impersonal and condescending…but not Julianna and her team! They are all friendly and made me feel like I was their most important client. We are very happy with the work you provided for my family.

I didn’t know where to start in dealing with my uncle’s probate. I first spoke to Art and he shared that someone from their team can help. Darrell was great in explaining the process and making sure that my uncle’s estate stayed within the family.

Everyone is very professional and service-oriented. My husband and I are happy with our first trust. Thank you all for making it easy for us.

They really helped me understand the importance of having a trust, after contemplating for a few years now. The process was not complicated and stress-free.

I attended a very informative, free webinar offered by Julianna Malis about the changing Medi-Cal asset limit rules and how my parents might be affected. Before signing up for a complimentary initial consultation afterwards, I emailed the firm a few questions to decide if I should proceed with a consultation. Julianna answered my email promptly, and I signed up for an initial consultation. During the consultation Julianna answered my many additional questions and also provided some options. I was very pleasantly surprised that she didn’t try to persuade us to use their services to set up a Medi-Cal asset protection trust, nor did she try to dissuade us from choosing a DIY option. I will definitely consider her services if we need assistance with an elder law issue in the future.

Santa Barbara Estate Planning helped me with a client that was moving to SB from the desert. My clients did not have a trust established and needed something created as they are in their mid 70s. Art was my point of contact, and he assured me that my clients would be taken care of, and they were!!! Thank you to the team that took care of my clients and made me look like a hero!

I attended the firm’s recent webinar with my parents and we were grateful for the information that Attorney Julianna provided. It helped my parents realize that they need to get their plans in order especially with new MediCal rules changing. We appreciate the information!

Julianna and her team really put our family at ease when taking care of a delicate family matter. Her team’s efficiency and excellent communication made the process stress-free.