Southern California Seminars

Register for a Free Trust Seminar Today!

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

Courtyard Marriott – Colorado Room
180 North Fair Oaks Avenue
Pasadena, CA 91103

PARKING VALIDATION PROVIDED

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

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

(Nearest Cross Street Crenshaw)

Thursday August 18th
12:00PM to 2:00PM

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

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

Thursday August 18th
5:00PM to 7:00PM

Hampton Inn Long Beach Airport – Douglas Room
3771 North Lakewood Blvd.
Long Beach, CA 90808

Tuesday August 23rd
9:00AM to 11:00AM

Hampton Inn & Suites Moreno Valley
12611 Memorial Way
Moreno Valley, CA 92553

Tuesday August 23rd
1:00PM to 3:00PM

Comfort Suites Ontario Airport Convention Center – Conference Room
1811 East Holt Blvd.
Ontario, CA 91761

Tuesday August 23rd
5:00PM to 7:00PM
Wednesday August 24th
12:00PM to 2:00PM

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

Wednesday August 24th
3:00PM to 5:00PM

Carson Event Center – Room 111
801 E. Carson St.
Carson, CA 90745

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

Polly’s Pies Restaurant – Banquet Room
18132 Imperial Hwy.
Yorba Linda, CA 92886

(Desserts Only)

Thursday August 25th
1:00PM to 3:00PM

Holiday Inn Express & Suites Corona
1550 Circle City Drive
Corona, CA 92879

Thursday August 25th
5:00PM to 7:00PM

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

PARKING VALIDATION PROVIDED

Friday August 26th
10:00AM to 12:00PM

Ayres Hotel – Hasting 1-2 Room
325 Bristol Street
Costa Mesa, CA 92626

Monday August 29th
10:00AM to 12:00PM

The EBell Club of Anaheim
226 N. Helena Street
Anaheim, CA 92805

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

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 August 30th
2:00PM to 4:00PM

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

(Desserts Only)

Tuesday August 30th
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 August 31st
10:00AM to 12:00PM

City of Orange Public Main Library – Rotary Room
407 East Chapman Avenue
Orange, CA 92866

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

Wednesday August 31st
2:00PM to 4:00PM

Hampton Inn & Suites Mission Viejo
28682 Marguerite Pkwy
Mission Viejo, CA 92692

Wednesday August 31st
6:00PM to 8:00PM

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

Contact Us Or Call (833) 272-2726
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.

    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 also provide future Amendment changes, $350 per hour (Depends on the number of changes needed at one given time)

    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 future Amendment changes, $350 per hour (Depends on the number of changes needed at one given time)

    45893
    Trusts prepared
    0
    Trusts contested
    30
    Years of Experience