We are located in Anaheim, California and offer integrated tax, investment and estate planning solutions. As a one-stop-shop, we offer everything you need whether you are just starting to build wealth, nearing retirement, or are in the later stages of your life.
Ready to take the next step? You decide what next step is right for you – send us a general question, set up a consultation, or sign up to start your complete estate plan. Whatever step you take – congratulations! You are already doing more than most people to ensure those you love are taken care of and that your wishes are followed.
Complimentary Phone Call – schedule a complimentary phone call with Rebecca. You can sign up for a time on her calendar online or you can contact us at 800-698-2560 or email [email protected].
In-Depth Consultation – if you prefer to get an in-depth review of the best trust option(s) for you based on your specific desires, asset levels, and tax situation, but do not want to commit to a trust package, you can schedule an in-depth consultation for a flat fee of $350.
This process includes your completion of a questionnaire and provision of any applicable documents (prior trust/will, pre-nuptial agreement, divorce decree, etc.), a meeting (by phone or in-person) to discuss your goals and situation in more detail, and then delivery of a specific set of recommendations customized to your situation. If you decide to proceed with additional estate planning services, the $350 consultation fee will be deducted from the cost of the additional services.
To get started, contact us at 800-698-2560 or email [email protected] to schedule your consultation.
Trust Package or Other Services – if you already know you want to proceed with a trust package or other estate planning tools, contact us for pricing and to get started. Our comprehensive trust packages range from $2,450 to $5,950 depending on the complexity and the number of trusts needed. Our clients typically spend about $3,150.
To get started, call us at 800-698-2560 or email [email protected].