protect what matters most

 

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Why Estate Planning Matters

📜 What Is Estate Planning?

Estate planning legally communicates your decisions about your assets, healthcare, and finances, so the courts won’t have to. It puts you in charge of your future and ensures your family is protected.

💡 Did You Know?

Misunderstandings about wills, trusts, and probate can result in costly legal battles and asset loss.
Don’t wait for the unexpected—plan now to save time, money, and stress for your family.

We Do A Lot of estate planning

We understand that estate planning can feel overwhelming, but it doesn’t have to be. Our team has helped countless families navigate the process, making it simple, clear, and accessible for everyone.

Download our free Estate Planning Checklist today to get started! This step-by-step guide will help you prepare with confidence and take the first step toward securing your family’s future.

Estate Plans we do per month

Over 30

Estate Plans we create per year

Almost 400

What You’ll get with our checklist

✔️ Roadmap to Estate Planning Success

A step-by-step guide to estate planning essentials.

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✔️ Actionable Steps for Peace of Mind

Actionable items to help you prepare.

✔️ Confidence in Your Legacy

Confidence knowing you’re taking care of your loved ones.

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Benefits of Proper Estate Planning

  • MANAGE PROBATE COSTS.

  • PREPARE FOR POTENTIAL INCAPACITY.

  • PROTECT MINORS AND LOVED ONES WITH SPECIAL NEEDS.

  • ADRESS ESTATE TAXES AND CREDITOR ISSUES.

  • ENSURE YOUR ASSETS ARE DISTRIBUTED AS INTENDED.

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Ready to Secure Your Family’s Future?

Take the first step toward protecting your family and legacy. Download the Estate Planning Checklist now and let us guide you through the process.

Gary L. Winter
Founder and CEO

A message from our founder and managing attorney:

“I was a kid that lost a parent to cancer at a young age (19). Then my father remarried and I became a blended family kid. My family had no plan and no real understanding of how things work when a parent passes away or remarries. My passion for educating our community about estate planning comes from my hope that if tragedy happens to your family you will be able to offer a clear plan that protects your spouse and your kids from any prior relationship. We have helped thousands in our local community not only learn what estate planning means, but also why it is important so that you can take the next step to create a plan or update your plan to offer that peace of mind to your spouse and kids.”

With over 16 years of experience in business, estate and real estate matters in Central California, Mr. Winter is a sought after speaker and podcast guest on cloud-based and decentralized law practice management, marketing, remote work, charitable giving, solar and cryptocurrency.

Mr. Winter is an Adjunct Faculty member and Professor of Legal Technology at San Joaquin College of Law and a licensed airline transport pilot.