We are licensed by the State of Califonia to provide estate planning services so you can plan a responsible financial future for your family and loved ones. Our services are much more cost effective than if you consulted an attorney. Our Estate Planning services are powered by the Snug platform, giving you a semi-automated experience while we support you along the way and provide consultation.

We are licensed to carry and operate a live biometric scan device. This is useful for mandated background checking. We can bring the equipment on site to your office or facility.