Wine & Wills
Please join us Wednesday April 28th @ 6:00PM at Pacifica Del Mar for a complimentary outdoor Wine Tasting followed by a presentation on Wills & Trusts 101 where you will learn:
Plus much more!
Seats are limited so please RSVP to firstname.lastname@example.org
Wills & Trusts 101 Webinar:
Learn how to protect your family and your assets should something happen to you and find out how you can set up a Will or Trust without leaving your house!
Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
We specialize in creating wills and trusts to achieve your goals.
If you’re ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation Click To Schedule. If you’re ready to jump right in, please schedule a Family Wealth Planning Session.
Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. We hope the information on this site will answer many of your questions.