Free Wills and Trusts Planner

Support What Matters to You with Your Estate Plan

Request a Free Wills Planner

Consider making an appointment with an experienced estate planning attorney to create, review, or update your plan. A well-crafted estate plan spells out how you will pass on your values, beliefs, and money to the people and organizations you love. Some of the benefits of an estate plan include:

  • Gets you thinking about what's most important to you
  • Names someone to make good decisions for you
  • Guarantees assets pass to the people and organizations you choose
  • Minimizes taxes
  • Creates a legacy with the people and organizations that matter most to you

If you'd like to learn more about estate planning, receive a free wills planner or if you'd like a list of attorneys, contact Virginia Rivera, sr. director of planned giving at or via phone at (831) 459-5227. Schedule a time for us to talk and discover the many benefits of having your estate plan in place sooner rather than later.

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