Lil Legacies Careers in Tustin, CA

AT LIL’ LEGACIES WE PROVIDE A POSITIVE, FUN, EMPOWERING EXPERIENCE THAT FOCUSES ON CREATING THE BEST LIFE FOR YOUR CHILDREN, NOT YOUR DEATH! We will walk you step-by-step through what would happen to your children and your assets if anything happened to you under your current plan or the state’s plan for you. You’ll share with us what about that plan does not work for you and we will help you to design a Family Wealth Plan that ensures you make the best decisions for your family throughout your lifetime and have a trusted advisor to turn to at every life stage. Throughout the process, we will capture your intangible assets – including your most treasured values and guidance that you aim to teach your children – and help to pass that on to your children. Even if your children live long past you, they will appreciate revisiting this part of the plan well into adulthood. Specialties Guardian Guidance, Estate Planning, Wills, Trusts