NEAL BARTLETT
Neal’s interest in law came from very personal experience when his grandmother named him as the trustee of her estate. The attorney who created that trust did not do the job well making the process difficult and cumbersome to sort out in the end. From here, Neal’s interest in estate planning law took him to law school and his own practice.
Having learned how to build trust the hard way, Neal knows the strain legal matters put on people both mentally and financially. That’s why he listens to his clients, learns their needs, and never recommends things that will cost them more money than necessary. For this purpose, Neal’s firm offers free consultations to their clients so they don’t have to worry about legal fees right out of the gate.
Neal’s Areas of Expertise
Throughout his experience as a California attorney, Neal has dedicated his practice to the areas of the law in which he has personal experience that aids his empathy with clients, such as,
Tax Estate Planning
Probate Avoidance
Trust Creation
Revocable trusts
Special needs trusts
Retirement trusts
Irrevocable trusts
Charitable trusts
Grantor trusts
Trust Administration
Probate Administration
Veterans Pension Planning
Retirement Planning
If you are not sure that your goals or situation fall under any of these, Neal is happy to have a consultation with you — free of charge — to help determine if you should take legal steps. Your best interests and confidence are at the top of his priorities.
Being a part of the community and being able to help the people here is what keeps me coming back every day.
Specialization
In 2016, Neal was certified by the California State Bar Board of Legal Specialization as a Specialist in Estate Planning, Trusts, and Probate. This certification enhances Neal’s practice as he is able to lend expert advice and unique insights.
What You Get When You Work with Neal
Neal goes above and beyond his specialties and focus areas to provide exceptional service to his clients. He does this by giving them:
Personal attention
Individualized strategies unique to their needs and goals
The freedom to take a step back while he takes charge
No-rush service — Neal takes the time to explain everything in detail
Honest communication
Personal support and care
It doesn’t matter what you are coming to Neal for. He will always treat you like the number-one client and give you his best work regardless of complication or difficulty.
Community Involvement & Personal Life
Neal currently serves on the Board of Directors for several local non-profits, including the Carpinteria Cemetery Valley Districts, and is president of the Help of Carpinteria. Neal’s community is very important to him, and he sees his legal practice as an extension of his community service — specifically, as a means to provide affordable counsel and representation to the members in his community.
Outside of his practice and community work, Neal enjoys a good game of golf, traveling, and spending time with his family and friends. He is known for being laid back and calm, and for taking care of others.
Whatever you are facing, whether you are getting ahead and planning early for the future or are in a crisis, Neal wants to help you. Call him today.
Bar Admissions
California State Bar, 2009
Education
Certification as a Specialist in Estate Planning, Trusts, and Probate - California State Bar Board of Legal Specialization, 2016
The University of Oregon School of Law, 2009
California Lutheran University, 2004
Professional Associations & Memberships
President of Lions Club
President of Help of Carpinteria
Board member for Carpinteria Cemetery Valley Districts
Accredited member of the VA Lawyers