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May 19, 2020

Should You Stop Making Your Payments?

April 23, 2020

Proper Successor Beneficiary Planning

April 16, 2020

Difference Between a Trustee and Beneficiary

April 9, 2020

Why Avoid Probate Court

April 8, 2020

What is a Pretermitted Children?

Satisfied Client Stories


We had a great experience. Jennifer and staff were very helpful and knowledgeable. It made our process extremely smooth and stress free.

Gayla T. | Sacramento, CA

Very pleased with the timely fashion adding our new home to our trust. We tried doing it ourselves but it ended up being a hair pulling situation.

JoAnn S. | Roseville, CA

Excellent knowledge and handled my issues superbly.

Rick R. | Fairfield, CA

Very good service, I am happy with my decision, the service Bryan Walters provided was great, friendly and easy to understand. The whole process went very well and fitted with my schedule.

Trang T. | Roseville, CA

I Highly recommend this firm.

Russell O. | Rocklin, CA

Professional, detailed, helpful, patient and flexible.

Kerry L. | Granite Bay, CA

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