Donna Townsend

Donna Townsend


Donna Townsend, Legal Assistant

Donna transitioned from the medical field as a Quality Control Coordinator to the legal field with the same desire and commitment to help support individuals and families in their time of need. She joined our team in 2022 and is our Estate Planning Legal Assistant. She is responsible for turning the personalized plan created in the client’s design meeting into reality. Donna keeps the process on track and is the key person to contact with information and questions during the estate plan process.Donna is a Southern California native with deep family roots in Ventura, where she has owned two successful businesses. She also lived in Franklin, Tennessee for a number of years while raising her two daughters. They are all back in the area enjoying their careers and the beautiful coast they call home. On the weekends, Donna enjoys spending time with family and friends.


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Our Process

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 Our Process

1You Schedule A Call

  • Meet briefly to learn more
  • Understand your specific business needs
  • Determine if we can help

2We Suggest A Solution

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

3We Work Together

  • Gather & create your docs
  • Create your plan
  • Provide updates without you even asking

4Enjoy Peace Of Mind

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

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