Donna’s Presentation Topic at our 2023 Summit:

Estate Planning Overview
I will give an overview of the estate planning process and the problems it aims to avoid. I will touch on the issues that can arise with probates and conservatorships and how planning an estate can eliminate these problems.

About Donna:

Our law firm specializes in Estate Planning, Probate, Trust Administration and Conservatorships. We assist individuals and families plan their estates and the distribution of assets through the execution of trusts, wills, powers of attorney, advance health care directives and deeds. We also help families navigate the post-death processes of probate and trust administration with compassion and customized service. We are located in Glendora, CA but we serve clients throughout all of California as we offer both in-person and virtual appointments and services.