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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.

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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.

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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.


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Follow Up: