James F. Roberts & Associates

Please join us this Thursday, June 11th at 11:30 am for a special virtual seminar with our Estate Planning Attorney Davinda Wijemanne, as he discusses how to avoid estate planning pitfalls, and the importance of keeping your trust up to date. This Zoom seminar will be entertaining and educational; all are encouraged to join. If you have any questions please feel free to call us at 714-282-7488, otherwise you can join at the link below on Thursday at 11:30 am. You are invite...d to a Zoom webinar. When: Jun 11, 2020 11:30 AM Pacific Time (US and Canada) Topic: Avoiding Estate Planning Pitfalls: Keeping Your Estate Plan Up to Date Please click the link below to join the webinar: https://us02web.zoom.us/j/85666423912 Or iPhone one-tap : US: +16699009128,,85666423912# or +12532158782,,85666423912# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 669 900 9128 or +1 253 215 8782 or +1 346 248 7799 or +1 646 558 8656 or +1 301 715 8592 or +1 312 626 6799 Webinar ID: 856 6642 3912 International numbers available: https://us02web.zoom.us/u/kc0dit834

Please join us in wishing a very happy birthday to our colleague, Amanda. May you have a very special day. Thank you for all that you do.

On this memorial day, we express our gratitude for this country and honor all military personnel. Thank you.

We would just like to take a minute to thank all of our clients for your flexibility and ongoing support during this time and over the years. We are still available to offer assistance in any way, even if it is not estate plan related. Please feel free to call. 714-282-7488

What are the advantages of creating a trust? With all the uncertainty and change taking place in the world today, it is harder than ever to ensure that all the things you worked so hard to acquire are protected and will go to your loved ones. One of the advantages of creating a trust can give you the security to know what will happen in the future. https://www.webuildyourtrust.com/what-are-the-advantages-o/

Hoping you and your family are remaining safe and healthy. Our staff is still available if there is anything at all we can help you with during this time. 714-282-7488

"There is no greater wealth in this world than peace of mind." We are proud to be able to serve our clients and their loved ones in this time, and to offer the peace of mind of having an estate plan. Stay safe and be well.

Our entire team at the Law Office of James F. Roberts and Associates wishes to express our sincere prayers that you and your loved ones remain healthy during this coronavirus pandemic. While we are doing our part to protect the health and safety of our clients, our staff, and our neighbors from the coronavirus, the team at the Law Office of James F. Roberts and Associates is hoping to contribute more during this world crisis. I have instructed my entire extremely resourceful ...staff to be a resource for you. If you have a need (whether or not it has anything to do with your estate plan, or even if it is not a legal matter), please call 714 282-7488 and our staff will do its best to help you solve your need, or put you in contact with someone who can. Another step that we are taking to offer our clients a sense of peace of mind during this crisis, is a free attorney consultation (normally a $450 fee) to review your estate plan, just to make sure that everything is in order. If you want to know that your estate plan is in order without being charged for the review, please call 714 282-7488 and talk with one of our estate planning attorneys today by telephone. We have extended our hours into the evening and on Saturdays, during this crisis, to be a resource for our clients. We have been asked if family, friends, and neighbors can also get their affairs in order during this time of crisis. Until we run out of available appointment times, we have decided to offer to all of our clients’ families, friends, and neighbors a free phone consultation to discuss their estate planning concerns (normally a $450 fee). Of course, this is a no obligation consultation. During this isolation period we have completely re-invented our business so that we can meet your estate planning needs without you needing to leave your home or have anyone enter your home. We look forward to being of service to you during this turbulent time and for many years to come.

Some helpful information from our friends at Chatterton & Associates

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Please join us for our next estate planning seminar in our office on Thursday, March 19th at 6pm. We will be discussing the benefits of having an estate plan and how to best protect your family and your assets. This will be a great opportunity to invite your friends and loved ones. To RSVP please call our office at 714-282-7488.

Our friends at Chatterton & Associates have created a blog to educate you and learn more about how they can help with your financial decisions. To learn more about this unique process click the link below