Register for a Free Trust Seminar Today!

Monday July 16th
10:00AM to 12:00PM
Monday July 16th
2:00PM to 4:00PM

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

Tuesday July 17th
6:00PM to 8:00PM

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

Wednesday July 18th
9:30AM to 11:30AM

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

(Nearest Cross Street Crenshaw)

Wednesday July 18th
1:30PM to 3:30PM

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

Thursday July 19th
2:00PM to 4:00PM

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

(Desserts Only)

Thursday July 19th
6:00PM to 8:00PM

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

Friday July 20th
10:00AM to 12:00PM

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

Friday July 20th
2:00PM to 4:00PM

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

Monday July 23rd
10:00AM to 12:00PM
Monday July 23rd
2:00PM to 4:00PM

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

Tuesday July 24th
2:00PM to 4:00PM

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

(Desserts Only)

Tuesday July 24th
6:00PM to 8:00PM

Lakeview Senior Center -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 July 25th
10:00AM to 12:00PM

Kay Ceniceros Multi-Purpose Senior Center – Magnolia Room
29995 Evans Road
Menifee, CA 92586

(This Event is a private reservation and is not endorsed or sponsored by the City of Menifee, Valley Wide Park and Recreation and Kay Ceniceros Multi-Purpose Senior Center)

Wednesday July 25th
2:00PM to 4:00PM

James Simpson Community Center – Building #2 Conference Room
305 E. Devonshire Ave.
Hemet, CA 92543

(This Event is a private reservation and is not endorsed or sponsored by the Valley-Wide Recreation & Park Division and the James Simpson Community Center)

Thursday July 26th
10:00AM to 12:00PM

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

Thursday July 26th
2:00PM to 4:00PM

Circle City Center – Conference Room
365 N. Main Street
Corona, CA 92882

(This Event is a private reservation and is not endorsed or sponsored by the City of Corona and Circle City Center)

Friday July 27th
10:00AM to 12:00PM

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

Friday July 27th
2:00PM to 4:00PM

Fullerton Community Center – Classroom #2
340 W. Commonwealth Avenue
Fullerton, CA 92832

(Main Entrance Parking Lot at Rear of Community Center located off Community Center Drive)

Monday July 30th
9:30AM to 11:30AM
Monday July 30th
1:30PM to 3:30PM

Comfort Inn Riverside – Highlander Room
1590 University Avenue
Riverside, CA 92507

Free Parking

Tuesday July 31st
10:00AM to 12:00PM

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

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 10/01/2018

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