Living Trust Seminars in Los Angeles County

Living Trust and Estate Planning Seminar

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Free Estate Planning Guide for Attendees – Don’t Miss Out!

The most comprehensive estate plan ever!

  • Revocable Living Trust

    • Income Only Option

    • A/B Trust Option

    • Spendthrift Provisions

    • IRA "Look-through"

  • Last will / testament

  • Certificate of Trust

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Living Will

  • Advance Directive

  • Online Funding Kit

  • Unlimited Funding Letters

  • Online Document Vault

  • Unlimited Changes*

  • Unlimited Updates*

  • Unlimited Restatements*

*For the next 12 months

The most comprehensive estate plan ever!

Documents written by expert estate planning attorneys, customized to fit your needs

Listen to Our Latest Podcast: Protect Your Legacy with the Right Estate Planning

We’re diving deep into the importance of estate planning and how living trusts can help safeguard your assets. Tune in for expert advice on preparing your documents, protecting your home, and ensuring peace of mind for the future. Start planning today—your legacy deserves it!

Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.

You will learn the following topics, in easy-to-understand terms:

  • The advantages and disadvantages of Wills and Living Trusts.

  • How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).

  • How Probate Court works and why you may want to avoid it for your family.

  • Why putting property in your children’s names may be a mistake.

  • Common missteps by families raising children with challenges, disabilities or Special Needs.

  • Protect your home from being swallowed up by nursing home care.

  • Protecting your heirs’ inheritance from lawsuits, divorce and spend-thrifts.

  • Best Practices for naming retirement account and Life Insurance beneficiaries.

  • HOW THE SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS.

  • Learn about our “90 in 90 FORMula™” proprietary process.

"The best investment you can make, is an investment in yourself ...The more you learn , the more you'll earn "

- Warren Buffett

Contact:

567 Sespe Ave, Suite B

Fillmore, Ca. 93015

(805) 290-6044

[email protected]

www.EstateDocPrep.com/

567 Sespe Ave, Fillmore, CA 93015, USA


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