Wills, Trusts, and Estate Planning Made Easy and Painless: Learn How to Protect Your Family, Safeguard Your Assets, and Skip the Complications.

January 16th at 5pm or January  20th at 10am
Residence Inn 6350 Hollister Avenue, Goleta, CA

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Have you ever stopped to consider the ‘what ifs’ of life?

What if an unexpected illness or accident left you unable to communicate?

Or, what if you weren’t around anymore?

It’s uncomfortable to think about, but it’s a reality we all face. And while we can’t predict the future, we can prepare for it.

Unfortunately, most people aren’t as prepared as they think. Without a proper estate plan, you leave your family’s future to chance—public court processes, unknown decisions by others, and the risk of your hard-earned legacy not going where you intend.

That’s where estate planning comes in—it’s your proactive step to:

  • Ensure Your Voice Is Heard: Even if you can’t speak for yourself, an estate plan makes your wishes clear.
  • Protect Your Family’s Future: An estate plan puts the right tools in place to safeguard your loved ones from added stress during tough times.
  • Secure Your Legacy: It’s about more than just money. It’s about making sure your values, lessons, and memories are preserved and passed on.

Our Free Educational Events Help You Take the First Step!

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Transitioning from uncertainty to clarity about your estate doesn’t have to be stressful. Join us, and we’ll provide the roadmap you need to protect everything you own and everyone you love. In this relaxed setting, free from pressure, you’ll find the answers to your most pressing questions.

Our workshop offers a candid discussion about the realities of estate planning, where you will:

  • Receive straightforward answers without the jargon.
  • Get a clear understanding of the steps you need to take to secure your assets and care for your family.
  • Learn in a pressure-free environment that encourages open dialogue and personalized solutions.

You won’t find any strings attached here — just valuable information, a guiding hand, and the opportunity to create a plan that brings you peace of mind. Let us help you make the first move towards a secure and loving future for those who matter most.

Meet Your Presenter: Santa Barbara Attorney Juliana Malis

As an experienced estate planning attorney, (and fellow navigator of life’s complexities), Juliana has witnessed the peace of mind that comes with a well-crafted estate plan. She’s here to debunk the myths and clear the fog around estate planning with straightforward, actionable advice.

When you attend this free workshop, you’ll discover:

  • How to make sure what you worked hard for goes to the people you love.
  • The legal tools every adult needs to protect their assets and wishes if something happens…and how to avoid common mistakes.
  • Advantages and disadvantages of wills, living trusts and more.
  • Why you should do everything possible to help your family avoid California Probate when you die.
  • How to access the care you want and need as you age, while retaining complete control (and avoid going broke in a nursing home!)
  • How to protect an inheritance for kids or grandkids…especially if you have vulnerable beneficiaries, you are in a blended family, or a second marriage.

If You’re Asking, “Is This Workshop for Me?”

If you don’t have an estate plan, or if it’s been a few years since you last reviewed it, this workshop is essential. Laws change, families grow, and life is unpredictable. Stay a step ahead with a solid, up-to-date estate plan.

This workshop is more than information; it’s about taking action for your family’s well-being.

Don’t leave the future to chance. Join us for an informative session that’s as straightforward as it is invaluable. Let’s ensure your wishes are known and your family is prepared—no matter what life throws your way.

Space is limited for this invaluable opportunity.
Call 805.946.1550 today to RSVP or fill out the form below.

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Your estate plan starts with a simple, free consultation

Our Process

Dedicated to Protecting Your Assets, Supporting Your Family, And Providing Peace of Mind

 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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