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Wealth Care Lawyer - Dr. Klaus Gottlieb

5.0

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Location details

871 N Ocean Ave, Cayucos, CA, 93430, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 3:00 p.m.
SatClosed
SunClosed
5.018 reviews
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Betty Sleeth's profile image
Betty Sleeth 
on Google
2 months ago

I recently had a 20 year old trust/will updated. This was done by Klaus Gottlieb. What a pleasurable experience. Klaus made every effort to listen and make suggestions when appropriate. With no direct heirs he helped we wade choices that felt good. He even suggested a pet trust for my dog that would insure her care. I signed the documents and left feeling heard and confident my wishes will be carried out. What a feeling. 

Sonia Tuleja's profile image
Sonia Tuleja 
on Google
3 months ago

Mr. Gottlieb advised us about a complex situation with a foreign co-trustee and gave us helpful answers. The advice was offered in a very timely and professional way. I appreciated his attention to detail in answering my queries and would not hesitate to recommend his services to those seeking advice on Trust matters. 

Dennis Williams's profile image
Dennis Williams 
on Google
3 months ago

Klaus was recommended by out tax accountant and our financial planner when we asked them who would they suggest we use to update our estate plan. We were impressed with his knowledge and attention to details. He asked us questions we had not considered in our planning. We our very pleased with the final pan Klaus developed and have confidence our desired outcome has been accomplished. We recommend Klaus to anyone who wants a professional estate plan and peace of mind when completed. Dennis and Mary Williams 

Raymond Greer's profile image
Raymond Greer 
on Google
3 months ago

"I’m incredibly grateful to attorney Gottlieb for the care and professionalism they brought to a very sensitive situation. I was helping a dear 94-year-old friend navigate some complex updates to her will and trust, and attorney Gottlieb (he goes by Klaus) was exactly who we needed. He made a tricky process feel manageable, always respectful, thoughtful, and clear — even when family dynamics added an extra layer of difficulty. His ability to combine legal expertise with genuine empathy made all the difference. I’d wholeheart... read more

Martin Greer's profile image
Martin Greer 
on Google
4 months ago
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Frequently asked questions about Wealth Care Lawyer - Dr. Klaus Gottlieb

How is Wealth Care Lawyer - Dr. Klaus Gottlieb rated?

Wealth Care Lawyer - Dr. Klaus Gottlieb has a 5 star rating with 18 reviews. 

When is Wealth Care Lawyer - Dr. Klaus Gottlieb open?

Wealth Care Lawyer - Dr. Klaus Gottlieb is closed now. It will open on Monday at 9:00 a.m. 

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