National Estate Planning Awareness Week is October 17-23, 2022. This is a week to acknowledge the need and importance of a properly built and maintained estate plan.

Friends Don't Let Friends
Go Without an Estate Plan!

If you don't have an estate plan at all, what are you waiting for? There is no better time than now to make sure that you and your loved ones are properly protected and taken care of when the time comes.

Do you have just a Will? Find out why a Will might not be enough and it might be time to upgrade to a Living Trust.

Do you have a Living Trust, but haven't had an attorney review it in over 3 years? We recommend you do so!

Get started by attending one of our FREE seminars this month and qualifying for a free attorney consultation and a fee discount. Our seminars are in-person and seating is limited, so be sure to RSVP right away to secure your spot!

VIEW SEMINAR SCHEDULE

Or call us at 1-800-756-5596

Other Helpful Resources:

When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.

Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.

Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.

2022 National Estate Planning Awareness Week

VIEW SEMINAR SCHEDULE

Or call us at 1-800-756-5596

When You Want the Very Best for Your Loved Ones, Choose Us.