Register for a Free Trust Seminar Today!

Scroll to the bottom of the page for our registration form

Monday February 4th
10:00AM to 12:00PM

Lincoln Plaza Hotel – California Room
123 S. Lincoln Ave
Monterey Park, CA 91755

Monday February 4th
2:00PM to 4:00PM
Tuesday February 5th
11:00AM to 1:00PM

Marie Callender’s Restaurant – Desserts Only
2149 E. Convention Way
Ontario, CA 91764

Tuesday February 5th
3:00PM to 5:00PM

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

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

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)

Thursday February 7th
6:00PM to 8:00PM

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

(Nearest Cross Street Crenshaw)

Friday February 8th
9:30AM to 11:30AM

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

Monday February 11th
2:00PM to 4:00PM
Monday February 11th
6:00PM to 8:00PM

Montebello Women’s Club
201 S. Park Avenue
Montebello, CA 90640

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

Tuesday February 12th
2:00PM to 4:00PM

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

Tuesday February 12th
6:00PM to 8:00PM

The Center at Founders Village Senior Center – Art Room
17967 Bushard Street
Fountain Valley, CA 92708

Wednesday February 13th
2:00PM to 4:00PM

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

Wednesday February 13th
6:00PM to 8:00PM

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

Thursday February 14th
2:00PM to 4:00PM

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

(Desserts Only)

Thursday February 14th
6:00PM to 8:00PM

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

Friday February 15th
10:00AM to 12:00PM

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

Friday February 15th
2:00PM to 4:00PM

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

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