Client Resources

It’s Not Just a Pretty Binder

Do you remember the feeling of accomplishment and peace of mind when you left our office with your completed estate plan in its pretty green binder? Did you take your binder home and put it on a shelf or in a drawer?

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Free Resources

5 Ridiculous Myths About Estate Planning

5 Steps for Peace of Mind After a Loved One Dies

7 Rules for Getting Your Special Needs Child What They Need

7 Steps To Handling Your Loved One’s Estate

ABC’s of Long-Term Care and Legal Planning

Are Your Ducks in a Row?

California Advance Healthcare Directive

Caregiver Resource Rolodex

College Student Parent Survival Checklist

Get The Government To Pay For Your Long-Term Care

Grab & Go Kit

How To Stay In Control During and After Your Divorce

Legal Planning for Children and Young Adults with Special Needs

Legal Planning for Special Needs Children

Medi-Cal Mythbusters

New Year's Organizing Checklist

Protect Your Independence Kit

Sandwich Generation Survival Kit

Seminar: 5 Threats to You, Your Family, and Your Assets

Seminar: Planning for Long-Term Care: 7 Steps to Protect Your Independence

Six Major Mistakes To Avoid When Choosing An Estate Planning Attorney

Six Ways You (Or Your Lawyer) May Have Screwed Up Your Will or Trust

Special Needs Planning - Protecting Your New Adult

Uncover the VA's Best Kept Secret

Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

Webinar: Transferring Assets to Your Trust

CLIENT Story

Very professional, comprehensive service and extremely valuable. Heather and her team are very knowledgeable and we feel they have our best interests at heart. They make uncomfortable decision conversations possible and manageable. Working with Heather we were able to focus our attention on important issues that we questioned or purposely avoided for too long. Now that these questions are answered and our family is covered, it's a wonderful feeling.

Christine

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