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.
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.
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.
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