As a Living Trust Advisor, I specialize in helping individuals and couples—particularly those with over $186,000 in gross assets in California, plan for the unexpected and avoid the complexities of probate. What sets my service apart? Not only do I have practical experience, and over 30 hours of continuing education in estate planning, but I also bring a genuine passion for protecting my clients to every meeting, crafting robust, customized estate plans that go beyond the typical four documents. Prepared by lawyers but offered at a more affordable rate, our company’s plans simplify estate settlement, plan for eldercare, and address individual vulnerabilities—delivering peace of mind in the process. I meet clients in their own comfortable environments, a convenience especially valued by my elderly clients, and take pride in sifting through potential pitfalls to create comprehensive solutions tailored to their unique needs. For me, it’s not just about experience—it’s about heart, ensuring every client feels secure and supported.