O’Neill Janet

O'Neill & Woolpert - San Luis Obispo Estate Planning Based on Trust

With over 20 years of experience, Janet O?€™Neill is a trusted estate planning attorney in San Luis Obispo, California. As a partner at O?€™Neill and Woolpert, she specializes in helping clients create comprehensive estate plans that are based on trust. Janet and her team understand the importance of protecting assets and ensuring that their clients?€™ wishes are carried out. Whether it?€™s drafting wills, establishing trusts, or guiding individuals through the probate process, O?€™Neill and Woolpert provide personalized and compassionate service every step of the way. Clients can rely on Janet O?€™Neill for expert advice and guidance in navigating complex legal matters such as estate taxes, special needs trusts, and conservatorships. Trust O?€™Neill and Woolpert to provide reliable estate planning services in San Luis Obispo County.

Richard Avatar
Richard
11/15/2023
Janet was detailed, concise, very thorough and a pleasure to work with for our family trust. I would highly recommend her and appreciate all the hard work she and her staff performed in a timely manner.
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Richard Sullenger Avatar
Richard Sullenger
7/21/2023
Janet was a breath of fresh air! She was fantastic to say the least. Very straight forward, knowledgeable, and a great listener! We had a will and trust done w confidence. I would highly recommend!
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Devon Shearer Avatar
Devon Shearer
6/09/2023
I've been closely working with Janet since September 2021. My husband and I first worked with Charron O'Neill, the originator of my husband's trust.

All staff members, along with our attorneys have been exceptionally helpful. The manner in which they prepare Trusts reflect sincere insight, objectivity, character, and vast knowledge. Every time I have a question, someone responds usually the same day.

Janet genuinely cares about her clients. I don't know how she does it with such patience. The estate I'm presently working on includes many sensitive challenges. Topics can often become confusing for the beneficiaries and me, but Janet keeps us focused. She performs her responsibilities, and assists her clients in the most empowering way possible. Her mindfulness about not wasting estate monies is most refreshing.

I have zero reservations in recommending O'Neill and Woolpert. I have one suggestion for potential clients, borrow or purchase books on being a successor trustee, executor, and/or designated power of attorney, etc. In my opinion websites I've read do not provided enough in depth information.

My last comment is that Janet is very busy, because she's extremely dedicated. Regardless, I consider Janet as being very approachable and thorough.
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