Estate Planning for FamiliesLocated in Pine Valley, CA - Serving all of CaliforniaLearn 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.
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.
How We Work
How “Shopping Around” for An Estate Plan Could Leave Your Family With an Expensive, Unintended Mess
Maybe you’ve heard that before investing in a professional service you should “get three estimates.” While often this is wise advice, it’s actually a bad idea when it comes to estate planning. This article explains why and how you can ensure you get the most...
Keep the Government and Lawyers Away From Your Children’s Inheritance
If you take a look at your current estate plan, I’ll bet it leaves your assets to your children outright and unprotected by the time they are 35. How do I know this? Because most lawyers aren’t giving much thought to your planning, they are simply recommending the...
Five Reasons To Never Give An Outright Inheritance To Your Children – and What to Do Instead!
If you’re like me, you want to leave an inheritance for your children. It’s likely part of what you are working so hard to do. But, far too often, the way we leave those inheritances actually does more harm than good. Something no parent wants. Giving outright...
“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
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We are here to help you and your family with all of your Estate Planning needs!