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Allen Merritt

Allen Merritt

Allen Merritt, Legal Assistant

Allen is a long-time resident of Santa Barbara, settling down after graduating with a bachelor’s degree from UCSB. After being introduced to the world of estate planning by his parents, Allen has continued to pursue his development in the field by becoming a team member in February 2026. Every year, he enjoys traveling, and loves visiting Japan, Vietnam, and Thailand. Upcoming destinations may include Nepal and Indonesia. Travel stories and tips are always welcome!

 

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1You Schedule A Call

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2We Suggest A Solution

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  • Know how long it’ll take
  • Know if you & loved ones are eligible

3We Work Together

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  • Create your plan
  • Provide updates without you even asking

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  • Your family is protected
  • You’re in control
  • We got your back when you need changes

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