Why Should You Attend Our Estate Planning Seminar (Before Your First Appointment With Us)

There are two big reasons why.

REASON NUMBER ONE: YOU'LL MAKE BETTER ESTATE PLANNING DECISIONS.

At the seminar, you'll learn:

Your estate planning choices and how to decide what's best for you and your loved ones.
What sets our firm apart and differentiates our living trust estate plan from others.
How our estate planning process works and what you can expect in your client journey.
How to prepare for your first attorney meeting.
And you'll find out our fixed fees — not an estimate or range — exactly what you'll pay should you decide to move forward.

You'll learn all this in a comfortable setting where you can take notes and ask questions. Then, with all this information fresh in your mind, the choice to make an appointment will be up to you.

REASON NUMBER TWO: YOU'LL SAVE TIME AND MONEY!

By attending, you will:

Receive a lot of key information before you come in, so your estate planning process typically takes fewer attorney meetings.
Qualify for a free estate planning attorney consultation. (That's a $750 value alone.)
Qualify for a special fee discount should you decide to go ahead and work with us. Why? Because you'll be better prepared having attended the seminar, which will save us attorney time, and we then pass along as a fee savings to you.

IT JUST MAKES GOOD SENSE TO ATTEND BEFORE YOU EVEN MAKE AN APPOINTMENT.

We can assure you that the seminar will be well worth your time, and you'll find it not only informative, but entertaining!

If you haven't registered yet, simply do so by clicking here to get started. Or call us at 800.756.5596 to reserve your seats. If you're married, we highly recommend your spouse attend with you.

We look forward to meeting you at one of our upcoming seminars and providing you with the Peace of Mind that comes from knowing that you and your loved ones are properly protected.

When You Want the 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 and all 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 and provide your successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures to follow when the time comes to act.

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.