The Trust Sherpa
Sherpa - Systematically Helping Everyone Retain Property & Assets
Who We Are
We are an educationally based trust & estate planning organization helping people navigate through the complexities of creating revocable living trusts and estate plans. We provide educational seminars, individual consultations, and informational videos to explain the components of a properly structured trust and estate plan.
We offer an attorney based program with one of California’s leading estate planning law firms, Citadel Law, and an online attorney written document program with the nation’s largest comprehensive software program which is available in all 50 states. This allows us to bring the best option to our clients based on their individual needs and family dynamics.
Our Vision and Our Mission
Our Vision is to guide individuals and families toward peace of mind, ensuring their legacies are preserved and their loved ones are protected with clarity and confidence simply and efficiently.
Our Mission is to lead our clients through the often complex and emotional journey of estate planning. We aim to provide expert, compassionate, and personalized guidance, empowering them to make informed decisions that secure their future and the well-being of those they care about.
Everyone Has a Plan - Which One Do You Have?
Most people do not realize it but they already have an estate plan, they have the Government plan or their own personalized plan. If the establishment of a personalize plan has not been done, the Government will impose their plan, probate, on your family. It will be long, expensive, lack privacy and your assets will be frozen while going through the process. Contact Us to find out how to create your own personalized plan.