Free Offers
We are experienced California estate planners. We have written books and pamphlets as well as produced DVDs to educate our clients and website visitors about California living trusts, wills, and estates. Let us know if you would like us to send you a complimentary copy of one of our books or DVDs.
Everything You Need to Know About a Revocable Living Trust
For many people, a revocable living trust is the best choice for handling their assets — but what is it? Attorney James Roberts explains it in this free DVD.
Benefits of Creating a Multigenerational Trust
A multigenerational trust could be the tool you need to protect your assets for your children long after you are gone. Order our pamphlet now to learn more.
Learn What an Administrator of a Trust Does
Unsure about the trust administration process? Our handy FREE pamphlet covers the essential basics you need to know today.
Free Monthly Seminar
On-site seminars held monthly at the Anaheim office inside our classroom to teach about the benefits of creating an estate plan.
Take Charge of Your Life With Our Estate Planning Solutions
Over 30 years of experience working with people to plan their estates has gone into this book. The answers to your questions are yours for the asking.
