Free Trust Review Workshop

Will your trust actually avoid probate? Is your trust still up to date? Get your documents reviewed for free by a California estate planning attorney.

๐Ÿ“„ Don't forget: bring your own DIY trust documents, because if it's not in the room, there's nothing to review.

  • You finished your trust.
  • You feel protected.
  • But is it actually funded, titled & California-compliant?

Online templates and self-made trusts often miss the details California courts require, leaving families in probate anyway. The paperwork feels finished, but a trust that was never properly funded or retitled simply doesn't do its job.

A 30-minute review tells you where you stand. No pressure, no obligation.

CLICK TO SAVE MY SPOT

Reminder: pack your trust, deed(s), and any funding paperwork; the review only works on the real thing.

What a Trust Review Covers

Four questions we'll answer together. The same four that decide whether your family avoids probate.

01Is your trust properly funded and are assets titled in its name?
02Does it meet current California requirements?
03Are your successor trustees and beneficiaries current?
04Will it actually avoid probate for your family?

If everything looks good

You leave with peace of mind.

A clean bill of health on your trust, confirmed by California estate attorneys, in writing.

If we find something

We explain exactly what needs updating and how we can help.

SAVE MY SPOT NOW
The Heritance Lawyers conference room

The Heritance Lawyers (formerly Hermance Law), Estate Planning Momยฎ. California estate attorneys, by appointment, serving Ventura, Westlake Village, Calabasas, Santa Clarita, Irvine & Pasadena.

"I built my trust online and assumed I was covered. The Heritance team caught that none of my assets were actually in it, and they walked me through the fix in one sitting."

โ€” Linda M., Ventura, CA

5.0
โ˜…โ˜…โ˜…โ˜…โ˜…
Over 350+ five-star reviews on Google, reviewed by California families.

Save Your Seat for the November 12th Trust Review

RSVP NOW

Free ยท No obligation ยท Bring your existing trust documents; no trust, no review, so don't leave it in the drawer!

Or call (805) 303-2626.

๐Ÿ—“๏ธ DateThursday, November 12
๐Ÿ•™ Time10:00 AM
๐Ÿ“ PlaceThe Heritance Lawyers, 1363 Donlon Street, Suite 8, Ventura, CA 93003

Donโ€™t Forget Your DIY Trust

This workshop is hands-on: our attorneys read YOUR documents, line by line. Print it out or bring it on your laptop; either works. But leave it at home, and there's nothing for us to look at.

Your trust document Grant deed(s) Funding paperwork Your questions