Who We Are


We created San Gabriel Estate Planning to provide Estate and Trust services at low cost, locally.

Our team is comprised of Jeff Balsz, an Attorney with an LL.M in Taxation, and William McTarsney, a Public Notary with Estate and Trust experience. We are dedicated to using state-  issued resources when possible, to decrease the cost to our clients.

Do I need Estate Planning?


If you own anything, and you would like to help those who survive you handle your passing, then: yes, you need an estate plan.

Without an estate plan, your survivors will inherit your problems; an estate plan can help reduce the hassle to those grieving over your loss during a time of stress. If you own less than $5,000,000.00 (five million dollars) in assets, then your estate plan will likely be relatively simple and painless.

Our Services

View our Packages Below.


Customized
$1500
Starts at $1500
* Multiple conditions and contingencies.
Grant Deed
Filing of Grant Deed
* Inter-connected Trust System
* Advanced, Sophisticated Will
CA Power of Attorney
CA Advanced Health Care Directive
Learn More
Litigation Defense
$1500
Starts at $1500
* When you expect a fight.
Grant Deed
Filing of Grant Deed
* Inter-connected Trust System
* Will in preparation for litigated estate
CA Power of Attorney
CA Advanced Health Care Directive
Learn More


Latest News


Differences Between Trusts & Wills

by Jeffrey Balsz, Esq. The 2 major differences between Trusts and Wills. (1)  Trusts offer greater privacy; wills become public record. Trusts... Read More

What is estate planning?

by Jeffrey Balsz Esq. Estate Planning is a recipe for your survivors to follow; instructions for where to look for... Read More

Request a Free Consultation

Speak with our experienced estate planning team to set up a free consultation.