Estate Planning for Families

Located in Pine Valley, CA - Serving all of California Learn moreContact Us

Wills – Trusts – Kids Protection Plans

Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what matters most. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them). We specialize in creating wills and trusts to achieve your goals.

Estate Planning

Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?

Kids Protection Plan

If you are a parent of minor children (or those with special needs) who are counting on you, your estate plan must begin with ensuring your children would always be taken care of by the people you want, in the way you want, no matter what happens.

Special Needs Planning

We are dedicated to ensuring your child with special needs will be well taken care of when you’re no longer able to serve as the primary caregiver.

Virtual Meetings Now Available

For your safety and convenience, we can happily meet with you virtually. If you're in the greater San Diego area, in person meetings are also available.

Helpful Resources

“My husband and I recently completed our living trust. This is something I’ve thought about for a long time. It wasn’t until I met Mandie Bullock that I knew this needed to be a priority and something I had to have done. Everything was completed in a timely manner and she was always available to answer any questions we had. She was reliable, knowledgeable, and very professional. My favorite thing about working with Mandie was that I could relate to her on a personal level being a mom of two boys herself and it doesn’t take long to know this is her true passion.”

Briana C., Alpine, CA

Schedule a Consultation 

We are here to help you and your family with all of your Estate Planning needs!

Do you know what would happen to your kids and assets if something happened to you?

Subscribe here to get access to our latest webinar.  Learn how to protect your loved ones with wills, trusts, kids protection planning and more.

You have Successfully Subscribed!