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This week

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OCT31

Lee, David & Grace, Planning & Design Session

10:30am – 11:30am
NOV02

Miller, Michael & Sara, Estate Plan Signing

11:00am – 12:30pm

Recent activity

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Today24

NEWLee, David & Grace, completed New Client Self-Enrollment

Clients are a married couple residing in California with both adult and minor children. They have not previously created an estate plan and are looking to establish a revocable living trust to avoid probate and ensure their assets are distributed according to their wishes. They have specific concerns regarding the guardianship of their youngest child and the management of their real estate holdings.

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