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I began my career working for large law firms, moving paper, billing large sums over a lot of hours, moving money from one rich entity to another, dealing with politics, bureaucracy, and unhappy clients. Obviously, all of this made me extremely unhappy. This was not what I imagined when I went to law school. I just wanted to help people and make a difference in their lives.
One day, a friend of my mother asked me to update her living trust. The trust was almost 15 years old and there wasn't much to it. It didn't reflect the current law and it didn't reflect her current life needs. Further, she told me that her attorney never even explained to her what was in the trust. So she was learning everything from me 15 years after the fact! Worst of all, none of her assets were even titled in the name of the trust. This meant that all the time, trouble, and money she spent was a waste, since her family would still have to deal with probate after her death.
Because of my own problems in setting up an estate plan, and because I wanted to help my mom's friend (and others like her, I decided to start my own firm).
I figured I could make my law firm much better than most by just doing the opposite of what my mom's friend's lawyer did. This is how she described her encounter 15 years ago and how the process went: 1) She provided some limited information to the attorney; 2) The attorney did not ask many questions; 3) The attorney hastily prepared some documents; and 4) She signed the documents, put them away, and never looked at them again.
It's not a stretch to know that this isn't the kind of relationship that most people want. Thus, I sought to bring back the long-term, trusted relationship between attorneys and clients. So I came up with a new process and model.
The Zapf Estate Planners Model
Almost everything we do is based on a flat fee. No one likes to get billed for a quick email or phone call to an attorney. And I definitely do not like to send those bills and keep track of my time in six-minute increments. So I did away with that old, tired way of doing law. Feel free to contact me as you wish.
We want your trust to work for you. Too often people fail to change the ownership of their assets into the name of the trust. Too often attorneys fail to help their clients with this difficult process. No longer. It is our responsibility to supervise you funding your trust.
No longer will estate planning be a one-time transaction. When you hire us, that is when our relationship begins…for life. We offer free reviews of your plan every three years at no additional charge. We also offer a membership program (that nearly all of our clients participate in), which includes a yearly plan review and unlimited changes to your , please understand that estate planning isn’t really about you. After all, you will be gone when your plan takes effect. It’s about creating a plan of action that’s going to take care of those you love most.
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Chat withState: California
Acquired: 2008
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701 Palomar Airport Rd. #300, Carlsbad, CA, 92011
7 Client Reviews
Showing 6 - 7 of 7 reviews
Posted by Jennifer | May 10, 2016 | Hired Attorney | Estate Planning
Very Satisfied
I needed an attorney to create a will and set up a family trust. A friend recommended Brandon and I was immediately impressed because I actually met with Brandon for every step in the process and Brandon went above and beyond providing legal services. He really listened to what my wife and I had to s...
Posted by David | August 18, 2014 | Bankruptcy & Debt
Thankful that you were there to help me out Brandon
About 5 years ago I had to unfortunately file for Bankruptcy, and I engaged a firm in Pasadena as my Bankruptcy Attorney. The process was underway, paperwork filled out and fees paid, but I had not heard a word from the attorney that was working with me at the time. So I called the office and an app...
"I have worked with Brandon Zapf on many matters over the last 5 years. He is an excellent attorney and extremely knowledgeable about the many nuances of estate planning in California. He is professional, attentive, diligent, and creative. I highly recommend Mr. Zapf and Zapf Estate Planners."
"Brandon is a great professional and a great guy. His clients are in good hands and he is easy to talk to and very attentive to every matter he takes on."
"Brandon is an excellent lawyer and I highly recommend him for estate planning, probate and bankruptcy. He is very knowledgeable and always on top of the latest court rulings. He is also extremely caring and truly has his client's best interest in heart. Highly recommend."
"I have tremendous respect for Mr. Zapf. He is an extremely knowledgeable, honest, and hard-working attorney. I highly recommend Mr. Zapf for all of your estate planning needs."
"Brandon is a very intelligent attorney but is also very down to earth. Clients enjoy their interaction with him based on his personality and skill. He graduated near the top of his class and prides himself on providing exemplary client service"
"I endorse this lawyer. Brandon was an imperative resource in successfully executing a complex multi-jurisdictional estate plan for high net worth clients. Brandon also served as attorney on a probate matter involving numerous hard to value assets and real property. His efforts resulted in a successful distribution of assets to beneficiaries located abroad."
"I have known Brandon Zapf for over 11 years. Brandon is an excellent attorney and demonstrates an impressive knowledge of the complexities of estate planning & tax law as well as the highest level of ethical standards. I would recommend Brandon to clients without hesitation!"
"Brandon is an excellent attorney, and I highly recommend his legal services for anyone in need of estate planning. Brandon is smart, personable, and is guaranteed to steer you in the right direction."
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2018
Rising Star, Super Lawyers
2016
Clients' Choice Award, Avvo
2016
Client Distinction Award, Martindale-Hubbell
2016
Client Rating, Martindale-Hubbell
2011
Tax Scholarship, Procopio, Cory, Hargreaves & Savitch
2007
Cum Laude - Top 15%, University of San Francisco
2006
American Jurisprudence Award, University of San Francisco
2005
Advocate of the Year, Best Brief, University of San Francisco
2014 - Present
Principal, Zapf Estate Planners
2010 - Present
General Counsel, Bumbums, Inc., La Jolla, CA
2011 - 2014
Attorney, Bernstein Litowitz Berger & Grossmann LLP, San Diego, CA
2009 - 2009
Attorney, Public Law Center/Public Counsel, Santa Ana, Los Angeles & Woodland Hills, CA
2009 - 2010
Attorney, Winterbotham Parham Teeple, PC, Los Angeles, CA
2006 - 2006
Certified Law Clerk, San Francisco District Attorney’s Office, San Francisco, CA
2005 - 2005
Judicial Extern, The Hon. George C. Eskin, Santa Barbara Superior Court, Santa Barbara, CA
2016 - Present
Better Business BureauMember
2015 - Present
North County Estate Planning CouncilMember
2014 - Present
WealthCounselMember
2014 - Present
Carlsbad Chamber of CommerceMember
2012 - Present
German-American SocietyMember
2008 - Present
State Bar of CaliforniaMember
2008 - Present
American Bar AssociationMember
TBD
Plaintiffs obtained $315m settlement
Plantiffs recovered $26.6m
2011
LL.M.
2007
J.D., Cum Laude
2002
B.A.
2016
2016
2016
2015
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10 May 2016
Why We Don’t Like to Call Our Plans Estate Plans
10 May 2016
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10 May 2016