Additional Services

We also offer other services, such as Trust Funding Services, and the benefits of a Docubank emergency card.

Trust Funding Services

We offer Trust Funding Services. Call us for a free consultation at (310) 316-2400, or get in contact with us using the form on the Contact page.


The DocuBank Emergency Card helps to ensure that your medical wishes are known and respected when it counts. DocuBank provides a Medical Directive Emergency Card and their digital document storage service.

COVID-19 Information

We are open for both In-Person and Virtual Meetings.

Our office and staff are well equipped  and follow all proper safety measures to have a safe in-person meeting.

We also have Zoom capabilities as well as other popular programs to have a comprehensive virtual meeting with you.


Need help planning for the future?


Call us for a free consultation at 310-316-2400,

or click the button below to email us.