Is Your Trust Properly Funded?

Join us in our Client Trust Funding Workshop

NEW DATES COMING SOON!

Enjoy refreshments as you learn how to ensure your estate plan is fully aligned with your goals.

Are you confident your trust is fully funded?

Funding your trust is one of the most important steps in ensuring your estate plan works as intended.

Join Crista Hermance, The Estate Planning Mom®, for an informative workshop designed to help you protect your assets and keep your plan aligned with your wishes.

You’ll learn:

✅ How to properly transfer assets into your trust
✅ Key trust planning considerations for married couples
✅ Strategies for coordinating retirement accounts and other special assets with your estate plan
✅ Why beneficiary designations matter and how they can impact your trust

This workshop is ideal for current clients who want to ensure their estate plan remains fully funded, up to date, and positioned for long-term success.

The Benefits of an Estate Plan

A well-prepared estate plan can ensure the safety and security of your children long after you have passed. A financial planner can help you make important financial decisions about your estate while you’re still in good health and help ensure your trust is funded and safeguarded for the next generation.

If your trust is unfunded (meaning you haven’t put any money or assets in it), your loved ones could face a public, costly, and time-consuming probate experience upon your death. Don’t worry, funding the trust sounds complicated but working with a professional like us makes it easy.

An Estate Plan after a divorce can provide you with a peace of mind as you enter this new chapter of your life.

There are few things as intimidating as the task of completing your estate plan. The best time to plan for your incapacity or passing, though, is while you’re still healthy.

With a little time, effort, and guidance from a trusted estate planning professional, you can develop a plan to protect your family and get peace-of-mind. Failing to complete a proper estate plan can place the security of your family and assets in jeopardy.

This 60-minute webinar will cover…

How to transfer titles of assets into your trust.

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Key considerations for married couples: joint trusts vs. individual trusts.

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How to handle assets like retirement accounts

Our Mission

To create peace of mind knowing that if the unthinkable happens, your children would be protected.

Presented by Crista B. Hermance, Estate Planning Attorney

Estate Planning Mom®

As both a mom to two little girls and an attorney, I have a very unique frame of mind when it comes to estate planning with minor children.

I work and plan with families who have minor children to ensure that their kids are protected. This allows parents the peace of mind to know that if the unthinkable did happen, their kids would be protected.

I look forward to working with you and helping you protect your children.

Please note: We can only assist in California but please email info@theheritancelawyers.com for a referral attorney for your state.

Thank you,

Crista Hermance
Estate Planning Mom®

The Heritance Lawyers (formerly Hermance Law), A Professional Corporation

1363 Donlon Street, Suite 8
Ventura, CA 93003

(805) 954-9311

Happy Clients

At The Heritance Lawyers (formerly Hermance Law), we strive to provide our clients with the absolute best experience possible. Our offices are child-friendly to accommodate every member of your family. Our team is dedicated to assisting you every step of the planning process. We want you to know that here you aren’t just clients, you are a part of The Heritance Lawyers (formerly Hermance Law) family.

“The Heritance Lawyers (formerly Hermance Law) is the best of the best! They are so knowledgeable and have this whole process down to a science.”

Jennifer S.

“We had an easy and painless time putting together the information we needed, and they were so great about walking us through any questions we had.”

Todd H.