Overview

Estate planning carries a persistent misconception: that it is a service primarily for wealthy people. Koza Law Group, APC, operating from its office at 2011 Palomar Airport Road, Suite 302, in Carlsbad, California, takes a deliberate position against this assumption. The firm’s philosophy is that estate planning protects anyone who has people they care about and assets they want to direct, regardless of the size of those assets. That perspective shapes how the firm approaches client intake and how it designs plans.

Koza Law Group practices estate planning and business law from North County San Diego. The firm has previously relocated from an earlier office location to its current address at Palomar Airport Road, a change that reflects ongoing growth. The phone number is (760) 487-8330 and the website is www.kozalaw.com/.

Practice Areas

Estate Planning: The firm designs estate plans that protect clients’ assets and ensure their wishes are carried out for loved ones. This includes the full range of planning tools: wills, trusts, powers of attorney, and related documents. The firm’s stated philosophy that estate planning is not exclusively for high-net-worth individuals reflects its approach to serving the broader North County San Diego community rather than concentrating only on clients with large estates. Custom drafting is the standard approach; the firm does not use templates that substitute names into identical documents.

Trusts and Wills: Both revocable living trusts and wills are central tools in the firm’s estate planning work. Trusts allow assets to pass to beneficiaries outside of probate, which can reduce the time and cost associated with estate administration. Wills serve multiple functions, including directing asset distribution, naming an executor, and for parents with minor children, designating a guardian.

Probate: When a person dies without adequate estate planning, or when circumstances require court involvement despite prior planning, probate proceedings become necessary. The firm assists trustees and personal representatives in navigating the probate process, including asset identification, court filings, and distribution to beneficiaries.

Business Law: The firm’s business law practice covers corporate formation, governance, and finance, as well as contract drafting and negotiation. Clients include small to mid-sized business owners who need legal infrastructure to support their companies as they grow, enter contracts, or bring on partners.

Intellectual Property: The principal attorney’s credentials include expertise in intellectual property, and the firm lists trademark and IP matters among its capabilities.

Attorney Profiles

Bobby Kouretchian (Principal and Managing Attorney)

Bobby Kouretchian is the principal and managing attorney at Koza Law Group. His practice concentrates on business law and estate planning, with specific expertise in wills and trusts, corporate law covering formation, governance, and finance, contract law, and intellectual property. He is the primary point of contact for the firm’s clients.

Pauline E. Isidro (Associate Attorney)

Pauline E. Isidro specializes in estate planning and business law. She appears alongside Bobby Kouretchian in client accounts, reflecting her active role in client-facing work at the firm.

Location and Service Area

The firm is located at 2011 Palomar Airport Road, Suite 302, Carlsbad, CA 92011. This is in North County San Diego, the region that includes Carlsbad, Oceanside, Vista, San Marcos, Escondido, and surrounding communities. The firm serves clients throughout this area. Phone: (760) 487-8330. Website: www.kozalaw.com/.

Client Focus

The firm serves individuals and families of all income and asset levels who need estate plans, as well as small to mid-sized business owners who need legal support for their companies. The North County San Diego community is the firm’s primary service area.

One of the firm’s stated service commitments is direct attorney access. Clients work with their attorney directly; they are not handed off to a paralegal or assistant for the substantive portions of their legal work. When clients call, they can expect a return call within one to two business days of being retained by the firm. This commitment is explicit in the firm’s client communication standards.

Frequently Asked Questions

Why do people without large estates benefit from estate planning?

Estate planning serves several purposes beyond asset distribution. A will designates who receives your assets, but it also nominates an executor to manage the process and, for parents, names a guardian for minor children. A durable power of attorney ensures that someone you trust can manage financial matters if you are incapacitated. A healthcare directive specifies your medical wishes if you cannot communicate them yourself. These documents protect against situations that can affect anyone, regardless of the size of their estate.

What is the advantage of a trust over a will?

Assets held in a properly funded revocable living trust pass to beneficiaries outside of probate, meaning court involvement is not required for distribution. Probate takes time and incurs costs, and the proceedings are public record. A trust provides a private, potentially faster path for asset transfer at death. Additionally, a trust can be structured to provide ongoing management of assets for beneficiaries who are minors or who have special circumstances. A will by itself does not avoid probate.

Does the firm guarantee direct access to the attorney, not a paralegal?

Yes. The firm states that clients are never handed off to a paralegal or assistant for their substantive legal work. Clients have direct access to their attorney.

What types of businesses does the firm serve?

The firm primarily serves small to mid-sized business owners in North County San Diego. Services include business entity formation, corporate governance documents, operating agreements, contract drafting and review, and guidance on business transactions.

How quickly does the firm return calls?

The firm’s stated standard is to return calls within one to two business days of being retained. Prospective clients can contact the firm at (760) 487-8330 or through the website at www.kozalaw.com/.

Closing

Koza Law Group, APC operates from Carlsbad’s Palomar Airport Road corridor, serving North County San Diego individuals, families, and small business owners who need estate plans, probate navigation, or business legal support. The firm’s direct attorney access policy and its stated philosophy that estate planning is not reserved for high-net-worth clients define how it engages with the community it serves. The firm is located at 2011 Palomar Airport Road, Suite 302, Carlsbad, CA 92011, and can be reached at (760) 487-8330 or at www.kozalaw.com/.