Mobile Estate Planning

(858) 229-2364

(951) 760-8900

(714) 768-0162


Plans starting as low as $395*

Put Your Trust In Us

Our Services

Wills

  • Simple wills
  • Pour-over wills
  • Living wills (Advance medical directive)
  • Wills containing provisions for testamentary trusts
  • Powers of attorney
  • Healthcare directives
  • Guardianship

Trusts

A trust is no longer just an estate planning tool of the wealthy.  Over the past few decades, individuals and families across all income brackets have used a trust to plan their estates and to avoid the costs and delays of probate.  A trust is a separate legal entity that controls the assets you place into it.  The trust agreement dictates the rules to follow (how long the trust should last, who gets what, and other rules the trustee has to follow).  Trusts can be powerful tools when used properly. 

Financial Services

Once you have your Trust in place, we will include a free financial health analysis.  We will sit down and listen to what your dreams and goals are for retirement and to make sure you're on the right track to get there!

Protecting Your Assets

We know that estate planning can sometimes be overwhelming. We are dedicated to providing you help with all of your estate planning needs. If you don't feel like you understand your options, just ask, and we will work to find an explanation that works for you.

A Focus on Your Future

The first step is for us to work with you and come up with a plan to get the results you need. Through our knowledge and experience with estate planning,  and your understanding of the circumstances, we will craft a path to success.

Get Started Today

Don't wait! Contact us for a free phone consultation. Let us help you with the next steps. The sooner you have a plan of action, the sooner you can rest knowing your assets and family are secured.