Educationally Based Estate Planning Services

Educationally Based Estate Planning Services

Educationally Based Estate Planning ServicesEducationally Based Estate Planning Services
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Empowering People to Properly Pass Assets to Loved Ones Avoiding Probate!

About Us

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Who We Are

We are an educationally-based trust service organization that works with a leading California estate planning firm to educate, facilitate and implement comprehensive, custom estate plans. 

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Our Mission

To make a difference in the lives of the people we serve by educating and empowering them to protect and pass assets to family members and loved ones efficiently, privately and cost-effectively. 

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Who Is Our Estate Planning Firm?

We work with Citadel Law Corporation which is a California-based, full-service estate planning law firm that represents a wide array of clients.  They have been in business for more than 30 years and have written more than 50,000 trusts.   They have  offices in Irvine and Beverly Hills and work with clients throughout the state of California.