Register for a Free Trust Seminar Today!
Thursday September 26th
11:00AM to 1:00PM
American Legions Post #178
610 St. Francis Way
Rio Vista, CA 94571
Our Incredible, Invaluable Free Trust Seminar
You will learn the differences between a Will and a Trust. You will also learn how sickness impacts the estate- when and how to use a Financial and Medical Power of Attorney.
You will learn what the Probate Process entails, and how your family can avoid it! We discuss probate procedures, fees, and the snags.
You will learn how to eliminate or reduce all government taxes and reappraisals- so that your family can inherit the estate free and clear!
You will learn what the $899.00 includes: Trust, Pour-over Will, Financial Power of Attorney, Advanced Health Care Directive, other ancillary documents, free in-home Notary services, free trust reviews.
Our Vision & Our Mission
Our mission is to provide affordable Estate Planning services for the average American family throughout their lifetime. Quite simply, we have found that recurring charges for needed consults and amendments drive people away from their Estate Planning attorney – people fail to keep up their estate plan to reflect their life changes for fear of incurring additional legal fees! We also provide future Amendment changes, $350 per hour (Depends on the number of changes needed at one given time)
During the preparation of the trust document, I could not have asked for better service. I am grateful. It was a pleasure to work with you. Now it is my job to transfer certain assets into the name of the trust, but I already have peace of mind…
Thank goodness for all your help and having a living trust. I especially want to thank Chris for all his assistance. I am telling all my friends how important a living trust is and am sending your address to them.
I wanted to write to you regarding the prompt and professional service your office has given to my mother’s living trust. I had explained to you that my mother is facing a terminal illness and that we were hoping that we could take care of this trust…
A Revocable Living Trust (sometimes called a “Living Trust”, “Family Trust” or simply “Trust”) is an entity created to avoid the expensive probate process and to allow you to decide how you want your assets distributed after your death. A Living Trust keeps family cohesion and allows your wishes to be fulfilled quickly and without additional fees and charges. It is the greatest gift you can give your family.
In our free Revocable Living Trust seminars, we explain what a trust is and how it works. We also help you decide how you would like your assets to be distributed and guide you how to select who in your family will distribute the estate.
Included in the $899.00 seminar price, your estate plan includes many other documents and services that are invaluable to you and those you leave behind. We draft a Last Will and Testament for each spouse, Financial Power of Attorney, Advance Health Care Directive, and other documents needed to transfer your assets into your trust.
Notary service for the initial estate plan is provided free of charge. We also provide future Amendment changes, $350 per hour (Depends on the number of changes needed at one given time)
