WE SPECIALIZE IN ESTATE PLANNING AND ADMINISTRATION
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We conduct FREE seminars for
educational institutions, credit unions, banks, CPA firms, churches, retirement
groups and municipal senior centers, corporations and other interested groups.
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FREE EDUCATIONAL SEMINARS
If your organization, business, or place of employment would like to learn more about Living Trusts and how to avoid Probate, contact us to schedule a FREE Educational Seminar, or attend one of our scheduled seminars.
LOCATION and DIRECTIONS
Our three offices are in San Jose, San Mateo and Santa Rosa. For directions, click
FREQUENTLY ASKED QUESTIONS
Check out our FAQs section to learn more about Living Trusts, avoiding Probate, and passing on the savings to your loved ones.