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Establish a well-detailed plan so your loved ones can inherit your wealth! Click here for more information.

A Personal Touch for Your Estate Plans

Starting up plans for insurance, investment, or retirement is not enough to secure your wealth for your loved ones. Get help from professionals in estate planning when it comes to processing documents for your assets and possessions. Plemons & Associates has the knowledge, expertise, and support to manage your family’s needs.


Our veteran-owned company in San Diego, California is composed of registered LDAs (legal document assistants) and CEP®'s (certified estate planners™) who will provide quality documents and administration services. Get in touch with us today!

A Simple Truth

Congratulations on taking the next step to safeguard your family and all your life’s work. After all, everyone needs an estate plan!


A few things are more concerning but less attended to than estate planning. Nearly everyone has done some measure of insurance, investment, and retirement planning. Sadly, however, all of this planning and hard work can come crashing down and the losses can be catastrophic without a comprehensive estate plan.


The vast majority of American have done relatively little or no estate planning. Nearly 60% of Americans don’t even have a Will, giving them little control or input into issues such as what will happen to their assets and any minor children after they die. The time and cost of implementing a plan now is far less than the enormous cost both financially and emotionally for your family if you neglect this important matter. 

Plemons & Associates

Disclaimer: Plemons & Associates is a California Registered Legal Document Assistant. We are not a law firm nor are we engaged in the practice of law. Our services are “Self-Help Legal Service” as defined in California Business and Professions Code 6400(d)(1): “Completing legal documents in a ministerial manner, selected by a person who is representing himself or herself in a legal matter, by typing or otherwise completing the documents at the person’s specific direction. Use of the word “plan” in phrases such as “Estate Plan” or similar is intended to convey the components of commonly bundled estate planning documents and does not imply the legal sufficiency of any particular combination of documents as appropriate for your specific situation. Any educational material on this site was created and approved by a California-licensed attorney and has been provided by Plemons & Associates as a means of assistance in the creation of your own legal documents. Communications between you and Plemons & Associates are protected by our Privacy Policy but not by the attorney-client privilege or as work product. We are not a law firm or a substitute for an attorney, law firm, or legal advice. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. San Diego County LDA #241 Exp. 07/22/2024

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