Santa Barbara Estate Planning & Elder Law

Santa Barbara Estate Planning & Elder Law

Protecting what matters most on the Central Coast

Taking care of family is at the heart of so many everyday decisions. Planning for the future is an extension of that same love and care. Yet knowing where to begin, what to put in place, and who to turn to can make it difficult to take the first step.

At Santa Barbara Estate Planning & Elder Law, we make that first step easier, with thoughtful planning for your family, your future, and the life you have worked hard to build.

For founder Julianna Malis, this work is personal. When she became her mother’s caregiver, even her legal training could not prepare her for how overwhelming the experience would be. She saw how much families needed someone who could explain their options, understand the bigger picture, and help them take the next step. That experience shaped the firm we are today.

We begin by listening. What matters most to you? Who depends on you? What would make you feel more confident about the future? Then we help you create a plan that reflects your answers, with clear explanations and compassionate guidance along the way.

Our services include wills and trusts, powers of attorney, advance health care directives, elder law, long-term care and Medi-Cal planning, special needs planning, asset protection planning, probate, and trust administration. Whether you are raising children, preparing for retirement, caring for an aging parent, navigating a dementia diagnosis, or settling a loved one’s affairs, you do not have to figure it all out alone.

Julianna brings more than 20 years of experience serving the Central Coast, an advanced law degree in Taxation-Estate Planning, and credentials as a Certified Dementia Practitioner and Trainer. Our holistic approach considers how your legal decisions fit with your family relationships, care needs, financial concerns, and wishes for the years ahead.

We serve individuals and families throughout Santa Barbara, Ventura, and San Luis Obispo counties, building relationships that continue as life changes. When you work with us, you become family.

You deserve confidence and peace of mind through every season of life. Call (805) 946-1550 or visit SBElderLaw.com to schedule a free consultation. Let’s talk about what matters to you.

14 W. Valerio Street, Suite A, Santa Barbara, CA, 93101
805-946-1550, [email protected], sbelderlaw.com
facebook @sbelderlaw | instagram @sb_estatelaw

Our clients say...

“Juliana and her team are amazing! Everything we needed was taken care of, questions answered, and when our documents and signing appointment was done we felt a weight of uncertainty lifted from us. We now know our estate is in good hands. We highly recommend SB Estate Planning for your legal needs.” — Troy T.
“Thank you for all your work in administering our parents trust and helping us understand everything that needed to be done. We are grateful for the team—from Art to Attorney Julianna—in taking care of our family concerns!!! We will definitely recommend SB Estate Planning to all our friends & family.” — Dolores P.
“My experience of attorneys and law firms have been impersonal and condescending… but not Julianna and her team! They are all friendly and made me feel like I was their most important client. We are very happy with the work you provided for my family.” — Kathy O.