Sara Tasch

Sara Tasch

Estate planning Attorney at Carlsbad, CA

About
Contact
Reviews
Cost
Resume

A Pleasure To Work With!

Our Family Trust

About Sara

Learn Sara’s areas of practice.

Practice areas

Estate planning

50%

10 years, 100 cases
Trusts

20%

10 years, 100 cases
Guardianship

10%

10 years, 50 cases
Wills and living wills

10%

10 years, 100 cases
Power of attorney

5%

10 years, 100 cases
Probate

5%

10 years, 10 cases

First and foremost, I am Mason's mommy, and fur-mom to two adorable rescue pit bull terriers, Piglet (14) and Tyson (12). I'm a die-hard USC Trojan (Fight on!), a perpetual wonderluster, and in my spare time you can find me on a snowboard, yoga mat, or simply just exploring the great outdoors with my fam.

On a professional note, my legal practice focusses exclusively on Estate Planning - drafting wills & trusts, trust administration, wealth preservation planning, and elder law. I manage my own law practice, Tasch Law Firm, which is based out of Coastal Carlsbad, with offices in Sorrento Valley & Mission Valley, and satellite offices in Pacific Beach and Orange County.

I believe that every single person needs some level of Estate Planning, and it is my goal to make it easily accessable (from both a cost & convinience standpoint), and easily understandable. I know I've done my job when a client exclaims, "Wow. That was easy!" at the end of our meeting- it makes my day!

Photos and videos

Licensed for 8 years

State CA

Status Active

Acquired 2014

Updated 12/04/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Sara

Tasch Law Firm - HQ

5205 Avenida Encinas

Suite A

Carlsbad, CA, 92008

Message Get Directions

Tasch Law Firm - Sorrento Valley

4010 Sorrento Valley Blvd

Suite 400

San Diego, CA, 92121

Message Get Directions

Hide locations

Reviews

Write A Review

5.0 / 5.0

40 customer reviews

5 Star

100%

4 Star

3 Star

2 Star

1 Star

Posted by Tom and Jackie | July 19, 2019

A Pleasure To Work With!

We needed our family trust updated and we went to Sara to incorporate the new laws and rules of estate planning while adding our family changes. We were completely satisfied with her process, listening and consideration of our questions and update of our trust documents. We recommend her without reserve!

Posted by Duane | March 30, 2019

Our Family Trust

Sara Tasch of Tasch Law Firm guided my wife and I through the process of creating, assembling, and completing our Family Trust. It was truly a pleasant and comforting experience from start to finish. Thank you, Sara, for your expertise and meticulous attention to detail and to the needs of our family.

Posted by Lori | February 20, 2019

Great Experience

Sara was wonderful to work with. She explained everything very clearly and she is very efficient and personable. So glad I have her as my attorney. I would highly recommend her to anyone that needs a estate planning

Posted by Denise | June 29, 2018

Living Trust

Awesome job, Sara! We would recommend you to our friends, family and co-workers. You're an honest attorney looking out for the best interest of your client! Thanks again.

Posted by Molly | January 20, 2018

Great Estate Attorney

Sara did our family trust. She was very efficient and made it easy for us to finalize everything in a short time. Also, if you have ARAG, she is a great choice.

Posted by Dan | January 13, 2018

Exactly what I was looking for

Sara was excellent and exactly what I was looking for. She made the process of understanding our options and completing our Trust very straightforward. She was thorough and easy to work with. Thank you Sara.

Posted by Josh | December 7, 2017

Trust her for your trust

Sara makes what is a less than exciting venture (planning for your demise), easy, understandable and pleasant. Each meeting is clearly defined with a purpose, they respect your time and are efficient. She presented all of the options and what the pros and cons might be and helped guide decisions when requested.

Posted by Leah | November 21, 2017

Loved working with Sara

Sara did a great job with our estate planning and trust. She is smart, resourceful & made the whole complicated process super easy for us. I highly recommend her!

Posted by Jane | November 17, 2017

Life Saver

Sara’s fast response during a family crisis was greatly appreciated. She went above and beyond during a difficult time. Would definitely recommend her!

Posted by Amy | November 4, 2017

Sara Tasch was excellent

Sara is very knowledgeable on California trusts. She has set up two trusts for us and does not mind the many questions we had for her. She explains very thing very step by step. Making sure you understand it all. Can’t say enough good things about her. But I am referring all friends and family to her

Posted by Richard | September 14, 2017

Thorough and Patient

Sara explained various aspects of setting up a trust in a way I could understand and patiently, and responded to questions in a similar way.

Posted by Arleene | September 7, 2017

Just Wonderful!

I had Sara draft my estate plan and I couldn't be more pleased. Sara is a doll - a one of a kind attorney. I have already recommended her to family, friends and colleagues. Look no further- call this attorney if you need a will or trust!

Posted by anonymous | August 18, 2017

Estate planning - living trust

She and her partner set up a living trust for me. They both did an excellent job. They were very knowledgeable and made the process easy and comfortable for me. I would highly recommend both of them.

Posted by Kathy | August 3, 2017

Very thorough and professional!

I really appreciate working with Sara on my trust. She is thorough, professional, and very personable! Her rates for preparing a trust are also less than most other attorneys I've researched -- but the product is top-notch! I have referred family to her.

Posted by Leeann | June 9, 2017

Sara Tasch is an Awesome Attorney!

I hired Sara to prepare an Incapacity Plan for me. Having just been diagnosed with MS, it was something I didn't think about before but suddenly became very concerned with. Sara was so friendly, helpful, knowledgable, and made the process virtually painless. She got the work done quickly and it was done perfectly. She also went above and beyond by making several extra copies of me for my family members, and explaining to them exactly how and when to use them. And of course, assuring us that she would be there to help every step of the way - which is priceless. I HIGHLY recommend Sara and have already referred her to all of my family, friends and colleagues.

Read less

Posted by Brandi | March 28, 2017

Family Trust

Sara prepared our family trust and we couldn't be happier with her. She made the whole process very straightforward and easy. We would definitely recommend her!

Posted by anonymous | March 7, 2017

Excellent service

It was a pleasure working with Sara. She was competent and thoughtful. We are happy to have worked with her.

Posted by Paul | February 18, 2017

Setting up a Trust

Sara provided us with professional and timely services. I would recommend her to a friend.

Posted by Shantu | February 16, 2017

Estate Planning

I called Geiger Law office and Sara Robertson helped me with a trust issue. The office handled the matter professionally, promptly, and the staff was very courteous and I was pleasantly surprised. I have my full trust in this law office and recommend them 24/7/365 .

Posted by Dan | February 16, 2017

So helpful

Sara helped us create a trust. She took her time during our visit and answered every question thoroughly. We felt completed educated by the time we were finished. Very happy with entire process. I would highly recommend Sara for any of your attorney needs!

View all reviews

View less reviews

Cost

Resume

AVVO RATING 7.4 (Very Good)

Work Experience

Founder/Managing Attorney
Tasch Law Firm
2017 - Present

Associate Attorney
Geiger Law Office, P.C.
2014 - 2017

Education

Thomas Jefferson School of Law
JD - Juris Doctor
N/A

Legal Cases

Estate of Reginald F. Millard
Successful

In the Matter of Pezzoni Family Trust dated June 6, 2001
Pending

Estate of Rosalina Bromley
Pending

View all legal cases

Associations

Casa de Amparo
Public Relations Committee
2016 - Present

San Diego North County Bar Association
Editor
2015 - Present

WealthCounsel
Member
2014 - Present

ElderCounsel
Member
2014 - Present

North County Estate Planning Council
Member
2014 - Present

State Bar of California
Member
2013 - Present

American Civil Liberties Union
Member & Volunteer
2011 - Present

San Diego County Bar Association
Member
2011 - Present

View all associations

Languages Spoken

English

Honors and Awards

Witkin Award for Academic Excellence - Law & Society
Witkin Legal Institute
N/A

Award for Academic Excellence - Entertainment Transactions
Witkin Legal Institute
N/A

Jefferson Medal in Legal Synthesis
Thomas Jefferson School of Law
N/A

Publications

Inspiration Planning
Estate Planning for Your College-Bound Child
2017

The San Diego Estate Planning Advisor
The Scary Reality of Legal Zoom Trusts
2017

The San Diego Estate Planning Advisor
The "Repeal" of the "Death Tax"
2017

The Estate and Wealth Advisor
Metabolic Syndrome Linked to Alzheimer’s Disease
2017

The Small Business Law Blog
Expressing Your Wishes & Mitigating Tensions Through Letters of Intention
2017

The Small Business Law Blog
Does Your Estate Plan Account for Your Incapacity?
2017

The Small Business Law Blog
Planning For Your "Digital Estate"
2017

The Estate and Wealth Advisor
Physician Assisted Death is Now Legal in California
2016

Thomas Jefferson Law Review
Fixing the 'Motherhood Penalty' in America
2013

View all publications

Speaking Engagements

College Planning Seminar
Estate Planning for Your College-Aged Child
2017

Secrets of Great Estate Planning
10 Tips to Protect Your Family
2016

The SHEs of San Elijo Hills Lunch-and-Learn
Family Protection Planning
2015

Attorney endorsements

Received (4)

Given (2)

Endorse Sara

Patrick Sebastian

Unknown Attorney | Dec 21
Relationship: Worked together on matter

"I endorse this lawyer. She and I work together routinely to design and draft estate plans for clients, and I learn quite a bit from working with her. I would recommend her to anyone I know."

Shoshannah Spart

Estate planning Attorney | May 24
Relationship: Worked together on matter

"Sara supervised me during my internship with her firm while I was in law school. Throughout that time, she was always kind, approachable, and eager to help me learn and grow. Now that I'm an attorney myself, I consider Sara my professional mentor as well as a great friend. The guidance she provides me on a regular basis is invaluable, and I often refer my clients to her when the need arises. Sara is a great attorney and an all-around good person. I, without hesitation, endorse this attorney."

Brenda Geiger

Estate planning Attorney | Sep 15
Relationship: Supervised lawyer

"I endorse this lawyer. I've worked with Sara directly for nearly two years. She's caring, compassionate, hard working and very smart. I highly recommend her for estate planning to clients and colleagues."