Helping People Pass Assets to Loved Ones Quickly, Privately and Cost-Effectively
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Helping People Pass Assets to Loved Ones Quickly, Privately and Cost-Effectively
We are an educationally based trust service organization helping people navigate through the complexities of estate planning. We provide education workshops, individual consultations, and informational videos to explain the components of a trust and an estate plan and the importance of having a personalized plan in place.
We offer an attorney involved program with one of California’s leading estate planning law firms and an online attorney written document program with the nation’s largest and best comprehensive software. This allows us to bring the right program to our clients based on their individual needs.
To preserve the families of the people we serve by educating and empowering them to protect their estate from probate and to distribute their assets to their chosen beneficiaries in accordance to their values, wishes and goals and to do so quickly, privately and cost-effectively.
Most people do not realize they already have an estate plan. If you have not created your own plan, the Government will impose their probate plan on your family. It will be slower, more expensive, lack privacy and your assets will be frozen while going through the process. Contact Us to find out how to get your own personalized plan simply and cost-effectively.
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