Are you ready to embark on the exciting journey of estate planning? We'll be your trusted guide as we explore this intricate process, step by step. Don't worry about getting overwhelmed - we've got your back.

Let's dive in and unravel the mysteries of estate planning. From understanding what it means to uncovering all the elements involved, we'll provide you with all the insights you need to confidently start your journey.

Remember, estate planning isn't just about paperwork and legalities. It's about harnessing the power to shape your future and leave a lasting legacy. Let's demystify this process together and make it an enjoyable experience that feels right for you.

Lisa A. Lambert, CTFA is a California licensed attorney and Certified Trust and Fiduciary Advisor who has over 15 years experience advising clients regarding their estate planning, wealth management and business entity formation. Lisa spends considerable time with her clients to understand their unique situation. Her compassionate approach guides clients to find the best solution for them and their families.