Trusts & Estates Group

Trusts & Estates Group is a boutique California law firm based in San Luis Obispo and serving clients throughout San Luis Obispo and Santa Barbara counties. The firm helps individuals, families, beneficiaries, trustees, executors, and other fiduciaries address both straightforward and complex estate matters. Its practice focuses on estate and tax planning, probate and trust administration, professional fiduciary services, and trust and estate litigation. The firm also assists clients with generational wealth planning, asset preservation, and the protection of family legacies.

Trusts & Estates Group approaches each matter with personalized guidance, careful analysis, and clear communication. The firm takes time to understand each client’s personal circumstances, financial concerns, family relationships, and long-term objectives before recommending a legal strategy. Its work emphasizes practical explanations of complex trust, probate, fiduciary, and tax issues. This client-focused approach helps individuals make informed decisions, reduce uncertainty, and address sensitive estate matters with planning that reflects their goals and responsibilities.

Trusts & Estates Group prepares customized estate plans involving wills, revocable and irrevocable trusts, powers of attorney, advance health care directives, charitable strategies, and wealth-transfer techniques. The firm guides trustees, executors, and personal representatives through probate, trust administration, asset management, accountings, creditor obligations, distributions, and tax compliance. It also provides professional fiduciary services and represents clients in disputes involving fiduciary duties, beneficiary rights, asset distribution, will and trust validity, document interpretation, and financial elder abuse.

Trusts & Estates Group was founded in 2010 by Jed Hazeltine and adopted its current name in 2025. Hazeltine brings more than two decades of litigation and transactional experience, an LL.M. in Taxation, and certification from the State Bar of California as a specialist in estate planning, trust, and probate law. The firm’s representative litigation has produced substantial court awards and settlements for clients. By combining specialized knowledge, fiduciary experience, practical judgment, and personal attention, the firm provides dependable guidance across California’s Central Coast.