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Tuesday April 16th
2:00PM to 4:00PM

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

Tuesday April 16th
6:00PM to 8:00PM

Garden Grove Community Meeting Center – Constitution Room
11300 Stanford Ave
Garden Grove, CA 92840

Wednesday April 17th
10:00AM to 12:00PM

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

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

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

Wednesday April 17th
6:00PM to 8:00PM

The Center at Founders Village Senior Center – Sr. Group #2 Room
17967 Bushard Street
Fountain Valley, CA 92708

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

Polly Pies Restaurant – Banquet Room
23701 Moulton Parkway
Laguna Hills, CA 92653

(Desserts Only)

Thursday April 18th
6:00PM to 8:00PM

Sea Country Community & Senior Center – Oak Room
24602 Aliso Creek Road
Laguna Niguel, CA 92677

Friday April 19th
9:30AM to 11:30AM

Talega Golf Club
990 Avenida Talega
San Clemente, CA 92673

(Turn right into shopping center – located on the left hand side of the shopping center)

Monday April 22nd
9:30AM to 11:30AM

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

(Nearest Cross Streets: Carson & Clubhouse Drive)

Monday April 22nd
1:00PM to 3:00PM

Hampton Inn & Suites – Meeting Room
2401 Seal Beach Blvd.
Seal Beach, CA 90740

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

Polly’s Pies Restaurant
18132 Imperial Highway
Yorba Linda, CA 92886

(Desserts Only)

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

Rancho Senior Center – Multi-Purpose 1 Room
3 Ethel Coplen Way
Irvine, CA 92612

(This event is a private reservation and is not endorsed or sponsored by the City of Irvine)

Wednesday April 24th
9:00AM to 11:00AM

Las Hadas Mexican Restaurant – Banquet Room
9048 Balboa Blvd.
Northridge, CA 91325

One item Combo Lunch Provided

Wednesday April 24th
12:00PM to 2:00PM

Coast Anabelle Hotel – Studio A Room
2011 West Olive Avenue
Burbank, CA 91506

(Free Parking Located Behind Hotel on Lamer Street – between Buena Vista & Victory)

Wednesday April 24th
3:30PM to 5:30PM

Best Western Golden Sails Hotel – Emerald Room
6285 Pacific Coast Highway
Long Beach, CA 90803

Thursday April 25th
9:00AM to 11:00AM

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

Thursday April 25th
12:00PM to 2:00PM

Marie Callender’s Restaurant – Banquet Room
2149 E. Convention Way
Ontario, CA 91764

(Desserts Only)

Thursday April 25th
3:00PM to 5:00PM
Friday April 26th
9:00AM to 11:00AM

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

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

Friday April 26th
1:00PM to 3:00PM

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

Monday April 29th
9:00AM to 11:00AM

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

(Nearest Cross Street Crenshaw)

Monday April 29th
1:00PM to 3:00PM

Women’s Club of Downey – Dining Room
9813 Paramount Blvd.
Downey, CA 90240

This is a private reservation and is not endorsed or sponsored by the Women’s Club of Downey

Tuesday April 30th
9:00AM to 11:00AM

Holiday Inn Express & Suites
25222 Redlands Blvd.
Loma Linda, CA 92354

Tuesday April 30th
1:00PM to 3:00PM

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

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, in-home Notary services, trust reviews and of course, 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!

Coupon Expiration Date 3/01/2019

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, we provide in-home notary service for the initial set-up of your estate plan. We also provide a lifetime of 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