Register for a Free Trust Seminar Today!

Friday June 8th
10:00AM to 12:00PM

Courtyard Marriott – Hacienda Meeting Room
1905 South Azusa Avenue
Hacienda Heights, CA 91745

Monday June 11th
10:00AM to 12:00PM
Monday June 11th
2:00PM to 4:00PM

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)

Tuesday June 12th
9:30AM to 11:30AM

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

Tuesday June 12th
1:30PM to 3:30PM

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

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

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

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

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

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

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

(Desserts Only)

Monday June 18th
1:00PM to 3:00PM

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

Monday June 18th
5:00PM to 7:00PM

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

Tuesday June 19th
2:00PM to 4:00PM

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

Tuesday June 19th
6:00PM to 8:00PM

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

Wednesday June 20th
10:00AM to 12:00PM

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

Wednesday June 20th
2:00PM to 4:00PM

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

Thursday June 21st
6:00PM to 8:00PM

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

Friday June 22nd
10:00AM to 12:00PM

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

(Nearest Cross Streets Carson & Clubhouse Drive)

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