Register for a Free Trust Seminar Today!

Thursday January 25th
10:00AM to 12:00PM

Gonzales Community Center – Room #2
670 Colton Ave.
Colton, CA 92324

Tuesday January 30th
10:00AM to 12:00PM

Azure Hotel & Suites
1945 E. Holt Blvd.
Ontario, CA 91761

Tuesday January 30th
2:00PM to 4:00PM

Hampton Inn & Suites
3150 Chino Avenue
Chino Hills, CA 91709

Thursday February 1st
10:00AM to 12:00PM

Residence Inn San Bernardino
1040 Harriman Place
San Bernardino, CA 92408

Wednesday February 7th
10:00AM to 12:00PM

Ayres Hotel – Casa Loma Room
1015 W. Colton Avenue
Redlands, CA 92374

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