Register for a Free Trust Seminar Today!

Tuesday April 17th
2:00PM to 4:00PM

Cameron Park Community Center – Multi-Purpose Room
1305 East Cameron Avenue
West Covina, CA 91791

Wednesday April 18th
10:00AM to 12:00PM

East Whittier Women’s Club
14148 2nd Street
Whittier, CA 90605

Wednesday April 18th
2:00PM to 4:00PM

Courtyard Marriott – La Playa Meeting Room
2633 Sepulveda Blvd.
Torrance, CA 90505

(Nearest Cross Street Crenshaw)

Friday April 20th
10:00AM to 12:00PM

Lakewood Country Club & Tennis – Hacienda Room
3101 Carson Street
Lakewood, CA 90712

(Nearest Cross Streets Carson & Clubhouse Drive)

Monday April 23rd
10:00AM to 12:00PM

Diamond Bar Recreation Center – Ballroom
1600 Grand Avenue
Diamond Bar, CA 91765

Monday April 23rd
1:00PM to 3:00PM

Women’s City Club of Pasadena
160 N. Oakland Avenue
Pasadena, CA 91101

(Free Parking one block East off of Madison, 2nd driveway South of Walnut)

Monday April 23rd
5:00PM to 7:00PM

Courtyard Marriott – Tower Meeting Room
14635 Baldwin Park Towne Center
Baldwin Park, CA 91706

Contact Us Or Call 800-232-9455 ext. 213
Fill the form to attend one of our trust seminars
Our Incredible, Invaluable Free Trust Seminar

You will learn the differences between a Will and a Trust. You will also learn how sickness impacts the estate- when and how to use a Financial and Medical Power of Attorney.

You will learn what the Probate Process entails, and how your family can avoid it! We discuss probate procedures, fees, and the snags.

You will learn how to eliminate or reduce all government taxes and reappraisals- so that your family can inherit the estate free and clear!

You will learn what the $799.00 includes: Trust, Pour-over Will, Financial Power of Attorney, Advanced Health Care Directive, other ancillary documents, free in-home Notary services, free trust reviews and of course, free amendments and services for life.

Our Vision & Our Mission

Our mission is to provide affordable Estate Planning services for the average American family throughout their lifetime. 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 30 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!

We Are Here For You

We are here for your family. Call us anytime.

CLIENTS TESTIMONIALS
WHAT IS A TRUST?

A Revocable Living Trust (sometimes called a “Living Trust”, “Family Trust” or simply “Trust”) is an entity created to avoid the expensive probate process and to allow you to decide how you want your assets distributed after your death. A Living Trust keeps family cohesion and allows your wishes to be fulfilled quickly and without additional fees and charges. It is the greatest gift you can give your family.

In our free Revocable Living Trust seminars, we explain what a trust is and how it works. We also help you decide how you would like your assets to be distributed and guide you how to select who in your family will distribute the estate.

Included in the $799.00 seminar price, your estate plan includes many other documents and services that are invaluable to you and those you leave behind. We draft a Last Will and Testament for each spouse, Financial Power of Attorney, Advance Health Care Directive, and other documents needed to transfer your assets into your trust.

Also included free of charge, we provide free in-home notary service for the initial set-up of your estate plan. We also provide a lifetime of free amendments, so you can change your estate plan to reflect your changing wishes, cost-free.

45893
Trusts prepared
0
Trusts contested
30
Years of Experience