In our free consultation, you will learn the why, what and how of estate planning. Why is it important to have a trust in California. What is a trust and how does it compare with a will. And finally, how easy it will be to protect your loved ones with a Trust.
The design meeting is where you tell me what your wishes are. This is where we begin to lay out your plans and thoughts into actions.
At this stage your trust has been completed and we are ready to sign the trust documents. You will leave this meeting with your completed trust in a handy binder for safekeeping.