Register for a Free Trust Seminar Today!

Monday January 22nd
2:00PM to 4:00PM

Courtyard Marriott – Oak Room
5865 Katella Avenue
Cypress, CA 90630

Tuesday January 23rd
2:00PM to 4:00PM

Norman P. Murray Community & Senior Center – Lantana Room
24932 Veterans Way
Mission Viejo, CA 92692

Tuesday January 23rd
6:00PM to 8:00PM

Lakeview Senior Center at Woodbridge Park – Homer W. Guimond Studio Library Room
20 Lake Rd.
Irvine, CA 92604
(This event is a private reservation and is not endorsed or sponsored by the City of Irvine)

Wednesday February 7th
2:00PM to 4:00PM

Goldy S. Lewis Community Center – Big Horn Room
11200 Base Line Road
Rancho Cucamonga, CA 91701

Thursday February 8th
10:00AM to 12:00PM

La Habra Community Ctr. – La Bonita Room
101 W. La Habra Blvd.
La Habra, CA 90631

Thursday February 8th
2:00PM to 4:00PM

Polly Pies Restaurant – Banquet Room
23701 Moulton Parkway
Laguna Hills, CA 92653
(Desserts Only)

Friday February 9th
10:00AM to 12:00PM

Ayres Hotel – Bordeaux Room
12850 Seal Beach Blvd.
Seal Beach, CA 90740

Wednesday February 14th
9:30AM to 11:30AM

Residence Inn by Marriott
125 S. Festival Dr.
Anaheim, CA 92808

Contact Us Or Call 800-232-9455 ext. 213
Fill the form to attend one of our trust seminars
captcha
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