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Sara Tasch

Estate planning Attorney at Carlsbad, CA

5.0   40 reviews

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About Sara

Learn Sara’s areas of practice.

5
Practice areas
  1. Estate planning
    50%

    10 years, 100 cases

  2. Trusts
    20%

    10 years, 100 cases

  3. Guardianship
    10%

    10 years, 50 cases

  4. Wills and living wills
    10%

    10 years, 100 cases

  5. Power of attorney
    5%

    10 years, 100 cases

  6. 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

Sara's Guest Appearance on Real Talk Carlsbad
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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
Tasch Law Firm - Sorrento Valley
4010 Sorrento Valley Blvd
Suite 400
San Diego, CA, 92121
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Reviews

5.0 / 5.0
  40 customer reviews
5 Star
 
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Posted by Tom and Jackie | July 19, 2019
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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
This review is from a person who hired this attorney.
| Hired Attorney
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!
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Cost

Rates
  • Free Consultation 60 minutes
Payment methods
Cash, Check, Credit Card

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

  • The Estate and Wealth Advisor
  • Metabolic Syndrome Linked to Alzheimer’s Disease
  • 2017
  • 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
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."
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."
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."
Estate planning Attorney | Aug 27
Relationship: Fellow lawyer in community
"I've enjoying knowing and working with Sara over the years and would definitely recommend her for all your estate planning needs!"
Estate planning
Carlsbad Estate planning Lawyer Sara Tasch
Sara Tasch
Estate planning Attorney
Carlsbad, CA
Licensed for 8 years
Free Consultation