Southern California Seminars

Register for a Free Trust Seminar Today!

Tuesday January 18th
11:00AM to 1:00PM

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

Tuesday January 25th
2:00PM to 4:00PM

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

(Desserts Only)

Tuesday January 25th
5:00PM to 7:00PM

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

Wednesday January 26th
2:00PM to 4:00PM

Hampton Inn & Suites San Clemente
2481 S. El Camino Real
San Clemente, CA 92672

Wednesday January 26th
5:00PM to 7:00PM

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

Thursday January 27th
10:00AM to 12:00PM

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

Thursday January 27th
2:00PM to 4:00PM

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

Friday January 28th
10:00AM to 12:00PM

Ayres Hotel – Hasting 4 Room
325 Bristol Street
Costa Mesa, CA 92626

Monday January 31st
10:00AM to 12:00PM

The Hills Hotel – Gamet Gallery Room
25205 La Paz Road
Laguna Hills, CA 92653

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 $899.00 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, $100.00 (Includes one or multiple changes 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 $899.00 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 $100 for future Amendment changes (Includes one or multiple changes at one given time)

    45893
    Trusts prepared
    0
    Trusts contested
    30
    Years of Experience