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

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

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

I was absolutely without a clue as to how to begin or what I should do to establish an estate plan. I did know that I wanted someone I could trust, that was honest and I would have confidence in. I was referred to Heather by my friend who was being legally advised by Heather on another estate. She was very satisfied with her work and thought I might be happy with her service. At our consultation appointment, her presentation was very thorough. I had lots of questions, and she was easy to talk to and was able to guide me to just the kind of estate plan I needed. That was 10 years ago. Due to circumstances in my life, I have had to make changes to my plan, and I always go back to her for her legal services and guidance. I have recommended Heather before.

Gwen

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