Southern California Seminars

Register for a Free Trust Seminar Today!

Wednesday November 9th
2:00PM to 4:00PM

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 November 9th
5:00PM to 7:00PM
Thursday November 10th
2:00PM to 4:00PM

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

Thursday November 10th
5:30PM to 7:30PM

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

Friday November 11th
10:00AM to 12:00PM

East Whittier Women’s Improvement Club
14148 Second Street
Whittier, CA 90605

Friday November 11th
1:30PM to 3:30PM

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

(Desserts Only)

Tuesday November 15th
9:30AM to 11:30AM

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 November 15th
1:00PM to 3:00PM

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)

Tuesday November 15th
5:30PM to 7:30PM

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

(Nearest Cross Street Crenshaw)

Wednesday November 16th
10:00AM to 12:00PM

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

Friday November 18th
9:00AM to 11:00AM

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

Friday November 18th
1:00PM to 3:00PM

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

Thursday December 8th
10:30AM to 12:30PM
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