The Risks of California Living Trust Mills

Living trust mills connect with prospective clients through the mail, at church, and in assisted living centers. Salespeople often employ underhanded tactics to find an audience: they may promise a free estate planning seminar, offer a complimentary lunch, or mail free informational materials to prospective customers. If you have been contacted by a company promising an “easy trust” or “free estate planning advice,” it’s important to watch out for warning signs of a scam.

Warning Signs of a California Living Trust Mill Scam

  • Reliance on “mailer cards” and other cold-calling-type strategies
  • Informational meetings that include a free meal or other obvious incentives
  • Non-attorney agents who position themselves as estate planning “experts”
  • Trust “specialists” who sell other services, including insurance sales, mortgage financing, and general tax help

Each of these strategies is designed to lure potential clients into a face-to-face meeting.

When clients arrive for their free seminar, they are almost always greeted by people who call themselves “trust experts” or “estate planning specialists,” yet who have no legitimate legal background.

Often, trust mill agents intentionally target senior citizens, collecting their financial information and pressuring them into re-investing their retirement assets.

The Law Firm of Kavesh, Minor & Otis, Inc. for Your Estate Planning Needs

If you need to create an estate plan, update your current plan, create a trust, or handle the estate of someone who’s died, The Law Firm of Kavesh, Minor & Otis, Inc. is here to help. We only handle estate planning and post-death administration, and together, our attorneys have more than 70 years of combined experience in these fields.

Our law firm has helped over 25,000 people in California leave a lasting legacy to their loved ones, getting to know each client, listening to their concerns, and learning about their needs and goals to create a plan that carries out their wishes. Additionally, we’ve implemented 4,000 plans after clients have passed away. Let us take care of you throughout the estate planning process. Contact The Law Firm of Kavesh, Minor & Otis, Inc., or call us at 1-800-756-5596.

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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