attorney Based Revocable Living Trust & Estate Planning SErvices
The Trust Sherpa - Systematically Helping Everyone Retain Property & Assets
Who We Are
We are an educationally based trust service 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 and the importance of having a personal plan in place.
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 Mission
Our mission is to empower individuals and families to secure their legacy through personalized and comprehensive trust and estate planning services giving them peace of mind knowing their assets will be preserved and distributed to their chosen beneficiaries in accordance to their values, wishes and goals and it will be done quickly, privately and cost-effectively.
Everyone Has a Plan - Which One Do You Have?
Most people do not realize it but they already have an estate plan, they have either 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.