Start with your story.
Talk about your family, your priorities, and the questions on your mind.
San Diego & Ramona · Trusts & estates
A thoughtful plan.
A lasting legacy.
The life you’ve built deserves a plan made with care. Personal trust and estate planning to help you look ahead with clarity—and keep the people you love at the heart of it.
Personal attention. Practical guidance.
A plan that reflects you.
A plan that reflects you.
Rachael Berg, Esq.Your family. Your future. My focus.
01 Family-centered planning
02 Real-world property perspective
03 A personal attorney relationship
Thoughtful by design
More than documents.
A plan for your life.
Your family, your home, and your wishes are connected. Your estate plan should be, too.
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Trust planning
Thoughtful structure for the property and people that matter to you.
Wills & family planning
Give your wishes a voice and put your family at the center of your plan.
Planning for the unexpected
Consider who you trust to help with financial and health care decisions.
Estate plan review
Revisit your documents as your life, family, and priorities evolve.
An attorney. A mother. A thoughtful advocate.Meet your attorney
Professional experience.
Personal understanding.
For Rachael Berg, estate planning starts with understanding the people behind the plan.
As a wife, mother, and attorney, Rachael brings a deeply personal appreciation for family to her work. Her background in civil litigation and her experience as a licensed California general contractor add a practical perspective to planning for your future.
Get to know RachaelJefferson Medal for Excellence in Wills and Trusts
Thomas Jefferson School of Law · J.D., 2017
A clear way forward
Big decisions.
Approachable conversations.
You don’t need to have it all figured out.
Start with what matters to you.
Understand your options.
Explore a planning approach that reflects your circumstances and wishes.
Look ahead with clarity.
Work toward a considered plan, with a clear understanding of your next steps.
A little clarity
Good questions.
A place to begin.
Estate planning can feel unfamiliar. A conversation is a good first step.
More planning resourcesDo I need a will, a trust, or both?
The right combination depends on your property, family, and goals. A will and a living trust serve different purposes and can work together. Rachael can help you understand which documents fit your circumstances.
What if I already have an estate plan?
Bring your existing documents to the conversation. Changes in your family, property, or wishes are good reasons to discuss whether your current plan still reflects what matters to you.
What should I prepare for our first conversation?
Start with your questions, an overview of your family, and a general picture of your property. You do not need to have every answer. Our planning checklist can help you organize your thoughts.
Does Rachael work with families in Ramona?
Yes. Rachael serves individuals and families throughout San Diego and Ramona. Call the office to discuss your needs and arrange an appointment.