Preston Estate Planning, APLC

We have reviewed and re-done literally thousands of Trust Documents. Let us review yours and you will see why. Call us at 800-698-6918 to schedule a complimentary appointment to review your documents.

Changes are inevitable! Changes in the law and changes in your personal situation. In addition, there are changes in advice from your lawyer because of the changes in the law and your personal situation. We have a program that proactively addresses all three areas. Whether the change is required, requested or suggested, the necessary documents are prepared at no additional charges. Call our firm at 800-698-6918 to schedule a time for us to review your trust documents.

Changes are inevitable! Changes in the law and changes in your personal situation. In addition, there are changes in advice from your lawyer because of the changes in the law and your personal situation. We have a program that proactively addresses all three areas. Whether the change is required, requested or suggested, the necessary documents are prepared at no additional charges. Call our firm at 800-698-6918 to schedule a time for us to review your trust documents.

We suggest that rather than transfer your children's inheritance outright, you consider giving your children access, not ownership. By giving them access, not ownership, you give them a greater degree of asset protection that they cannot provide for themselves. Again, only you can provide their added protection.

If your trust is not properly funded, it’s worthless! Call us at 800-698-6918 to receive your free DVD How to Properly Fund Your Trust.

Most of the Trust documents we review are Death Plans. This is a great start, but you need more to protect you while you are living. We have developed a set of documents and provisions that protect you while you are living. It is called the Life Plan. Call 1-800-698-6918 today to find out if you documents need to be upgraded to a Life Plan (TM)

Is your Financial Power of Attorney ‘springing’ or ‘immediate’? It makes all the difference in the world when you need to use it. Learn more:

Why is it important to have a properly drafted financial Power of Attorney when you already have a Trust?

John M. Preston has been practicing law for over 35 years. During that time he has developed a revolutionary process called the Life Plan. This process provides protection beyond the scope of a typical estate plan. Attorneys across the US have attended his training programs to learn the Life Plan system. His plan and extensive knowledge and experience have made him a highly sought-after speaker on the topic of estate planning.

Did you know? A 2014 U.S. Supreme Court decision rules that when IRA accounts are inherited by someone other than the owner's spouse, they lose their asset-protected status. A Retirement Trust provides asset protection for the retirement accounts.

We have been serving clients throughout California since 1981. Learn more:

We always have new workshops coming up. Bring your Trust Documents to one of our workshops so we can review them on-site and provide you with analysis to determine if your existing plan gives you and your family the protection you want and need.

86% of trusts are outdated. Is yours? Call us at 800-698-6918. We have a system to keep your documents current.

Our unique 14-point analysis will determine if your existing Trust documents provide you with the level of protection you want and need for your family.

Over 4,000 clients have put our firm in retainer to create, upgrade, update and maintain their Trust documents. We are confident that our service will help you put your mind at ease where it comes to your trust documents. Simply put, they don't worry about it anymore!