Our Vision & Our Mission
Our mission is to provide affordable Estate Planning services for the average American family. Quite simply, we have found that recurring charges for needed consults and amendments drive people away from their Estate Planning attorney – people fail to keep up their estate plan to reflect their life changes for fear of incurring additional legal fees! We have taken ALL COST AWAY FROM THAT PROCESS FOREVER.
We take all expense and hassles away from you forever! That’s right, nothing hidden, no gimmicks, no trickery. For the last 25 years, we have never charged one client to amend or update their trusts. We amend approximately 150 to 300 trusts every month without ever charging a client. We consult with our clients ongoing, without ever charging a fee. We take all the guesswork out of this process. You only need to contact us, and we do the rest!
How we do it? Through our free Revocable Living Trust seminars, where we are able to offer you’re the total Estate Planning package for the discounted price of $799.00 (reduced from $1,598.00). Our seminars have quickly become a valuable experience for our clients and in turn, our clients refer family and friends.
Who We Are
At our law firm’s inception in 1987, many people didn’t understand the differences between a Will and Trust. Being attorneys and professional Estate Planners, we worked with various fraternal organizations such as the Moose Lodges, Elks Clubs, American Legion Posts, VFWs, Oddfellows, Kiwanis, etc. to provide a free educational seminar to their members. These organizations came to rely on our services to protect their members and their members families.
We approach the law differently than all the other law firms- we do not look at your net worth to evaluate your fees- we charge one price, $799.00 in seminars, for every trust. There is no estate too big nor too small for this all-inclusive package. We never “nickel-and-dime” our clients because, with our firm, every client must feel secure that their wishes are accomplished, without added fees.
We are unlike any other law firm – we give every client excellent customer services and peace of mind that their family is taken care of.
We Are Professional
We are the largest Estate Planning firm in the Western half of America and have been since 1987. Today, we have prepared over 45, 000 trusts. We have experienced 30,000 deaths. We have saved our clients millions in probate fees and tax liability. The current staff is second and third-generation Estate Planning attorneys, so we have the wisdom and expertise to handle every scenario for trusts. Our track record says it all; We have never had one trust successfully contested – not one.
During the preparation of the trust document, I could not have asked for better service. I am grateful. It was a pleasure to work with you. Now it is my job to transfer certain assets into the name of the trust, but I already have peace of mind…
Thank goodness for all your help and having a living trust. I especially want to thank Chris for all his assistance. I am telling all my friends how important a living trust is and am sending your address to them.
I wanted to write to you regarding the prompt and professional service your office has given to my mother’s living trust. I had explained to you that my mother is facing a terminal illness and that we were hoping that we could take care of this trust…
Call 949-639-0431 for a consultation
We keep regular office hours (8:30 AM to 5 PM, M-F)