ESTATE MANAGEMENT

Preserving Your Family's Estate and Financial Future

There are many more important reasons to having a living trust than just avoiding probate!

Special needs provisions for a disabled spouse or child

Asset protection from creditors and predators

Medi-Cal provisions that allow proper planning to avoid the spend down from a long term nursing care stay

Current tax code provisions that maximize your ability to protect your estate

Specific instruments that incorporate protection of your beneficiary accounts, such as life insurance

Our experience has shown that 9 out of 10 trusts are simply written to avoid probate, but not much else.

ESTATE MANAGEMENT

Estate Protectors services compliment and go far beyond what an attorney’s office will provide you.

It is our experience, licenses and our relationships with other advisory professionals that puts us in the position to ask for, “the opportunity to manage all of your estate, financial, insurance and aging needs”.

The intention of Estate Protectors is to create such a close relationship with our clients that they feel confident with us to manage all facets of their estate and financial needs. We operate as the Estate Quarterback, communicating with the family, while coordinating the efforts of other professionals.

Why pay attorneys thousands of dollars for work they do not need to be an attorney to complete? Estate Protectors’ fees are less than half of most Estate Attorneys.