Life is brighter with the knowledge that all you have accomplished and worked for won’t be washed away by the tides of life. We know how overwhelming it is to prepare for and navigate difficult life events. Worse, you are not always sure what you need and who to trust to help you make the right decisions for your family.
OVER 27 YEARS IN PRACTICE
Newly Weds
New Parents
Empty Nesters
Retirees
Caregivers
Blended Families
With multiple offices, a comprehensive estate planning approach, and planning platforms that meet most budgets, we make the estate planning process easy, accessible, and enjoyable. Our planning solutions may involve tools and strategies including:
Elder Law
Power of Attorney
Probate
Estate Administration
Estate Planning
Conservatorships
Special Needs Planning
Trusts
Wills
Medi-Cal Planning
(That's what really matters!)
Julianna was easy to work with
Julianna was easy to work with, answered all my questions and delivered my Estate Planning documents on the timeline that we discussed at our first meeting. I plan to use her services in the future.
Dean W.
She's truly a super star attorney
My experience with Julianna was nothing but professional and caring. I found her extremely knowledgeable, helpful in providing expert advice about my situation, and compassionate. She's truly a super star attorney and I refer others to her on a regular basis.
Cassi N.
TERRIFIC! Julianna Malis is a fantastic attorney.
TERRIFIC! Julianna Malis is a fantastic attorney. I had a will and trust drafted, and the process was so efficient, detail-oriented and professional...great communication. She provides top-notch service, and I look forward to using her as the years move on.
Alex M.
Julianna Malis is a nationally recognized estate planning and elder law attorney with over 27 years of experience serving families and small businesses on the Central Coast. As the founder of Santa Barbara Estate Planning Law Group, she specializes in protecting assets, planning for life’s uncertainties, and addressing the unique challenges of aging and caregiving. Inspired by her personal experience as a caregiver, Julianna takes a holistic approach to ensure her clients’ legal, financial, and personal needs are met with professional and compassionate support.
Julianna Malis, Attorney at Law, LL.M
Art Aquino brings over 25 years of hospitality experience with Marriott International, specializing in guest relations and executive management. As the front-line staff member at our law firm, Art applies his expertise to deliver exceptional, white-glove service that builds trust and provides clients with peace of mind. Known for his warm and genuine approach, Art ensures every client feels supported and valued throughout their experience.
Art Aquino – Client Relations Manager
Kristine has been practicing law since 1998, focusing on helping families achieve their estate planning goals and secure their futures. With a background in family law and insurance defense, she now specializes in creating comprehensive estate plans, including living trusts, wills, powers of attorney, and health care directives. Kristine is dedicated to helping clients avoid probate, minimize estate taxes, and ensure a smooth administration process while reducing the likelihood of conflict.
Kristine Vance, Attorney
1. You Schedule A Call
2. We Suggest A Solution
3. We Work Together
4. Enjoy Peace Of Mind
There are a few things you can do to deal with a personal health crisis. If you have a health condition that could potentially worsen over time, it’s important to plan for your future and make sure your affairs are in order.
This includes creating a will, power of attorney, and advance directives. You should also consider appointing someone to be your healthcare proxy or durable power of attorney for health care.
These documents will ensure that your wishes are carried out in the event that you become unable to make decisions for yourself. In addition, it’s wise to have a conversation with your family about your wishes and what they should do if something happens to you. By taking these steps ahead of time, you can help relieve some inevitable future stress. Reach out to learn more.
There are a few key things to consider when estate planning:
-Who will inherit your property and assets?
-What will happen to your children if both you and your spouse die?
-Do you have any debts or other financial obligations?
-Do you have any pets that need to be taken care of after you die?
These are just a few of the many things to think about when estate planning. It’s important to consult with an attorney who can help you create a plan that meets your specific needs and goals.
There are a few different ways to set up a special needs trust, and the process can be a bit complex. The most important thing is to work with an experienced attorney who can help you navigate the process and make sure everything is done correctly.
A special needs trust (or “trust”) is a legal arrangement in which assets are transferred to a trustee, who then holds and manages those assets for the benefit of someone else – usually a person with disabilities or special needs. This type of trust can be very helpful in ensuring that someone with disabilities will have access to necessary financial resources, without jeopardizing their eligibility for government benefits.
If you’re interested in setting up a special needs trust you can book a consultation now.
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