FREE Online Presentation

Don't Leave Your Family at Risk!

Estate & Legacy Planning: How to Keep Your Family Out of Court and Conflict

Don't Leave Your Family at Risk

What you'll learn during this free Class

Will, Trust or ...?

What do you really need to keep your family out of court and out of conflict when something happens to you? We'll cover all of it in detail, including the 3 biggest fears most people have when it comes to estate planning.

Don't Fail Your Loved Ones

Even if you've created a plan, it may not work when your family needs it. Meet the "Bliss Family" and see exactly why most plans fail and how you can put in place a plan for peace. Because your family deserves it.

What It Costs to Do It Right

Most people wonder what estate planning should cost and whether they even need an estate plan. We'll guide you to know what the right plan should cost, and also describe our estate planning process so you know your options.

"I've worked with four estate lawyers (for myself and my parents) in the last eight years, and Kelly Balamuth is the best by FAR. She was thorough, patient, diligent, and caring. She asked detailed questions about our personal situation and adapted our estate plan specifically for our needs. But what impressed me most about her was her original thinking. The estate plan she created for my wife and I had several very unique, thoughtful, and personal touches--elements which we believe will help our heirs have a better understanding of the life we lead and our love for each other and the people we care about. What Kelly helped us create was not just a will or trust, but a legacy. None of the other attorneys I worked with came close. I would recommend Kelly with no reservations whatsoever."
Sun H.
"From day I met Kelly at a free workshop, she made me feel seen, heard and confirmed. Once I had my one on one with her I felt extremely comfortable. To tell you the truth, I was looking for a Black owned law firm, but after meeting with Kelly and feeling her warmth, care and even concern for my as a single mom who has raised her daughters and working with me. I couldn't help but say, YES. … I won't give you too many spoilers, but this lady is awesome and she has some wonderful chickens that lay pretty darn good eggs. Her team is wonderful and extremely helpful and I felt confident throughout my entire process of getting things done and marked off the checklist and now I feel so confident in knowing my business is in order and that I forever have an estate attorney and friend in Kelly."
-Alicia Murphy

© California Trust and Legacy All rights reserved.
Some artwork provided under license agreement.

IMS logo
Powered By