Welcome Santa Barbara Dads!

 

We are so happy that you found us.

OUR SPECIAL OFFER FOR SANTA BARBARA DADS GROUP FAMILIES

Book your complimentary Peace of Mind Planning Strategy Session with attorney Jillian Cardona. In this session we will talk about how to appoint both temporary and permanent guardians for your children, to that your kids will always be cared for by who you want, the way you want, no matter what happens to you.

We will also look at the specifics of your family – your values and goals. 

You will leave the session not only with a basic understanding of estate planning, but you’ll know what kind of estate plan is best for your family.

     

    Getting started is easy

    How to get started today

    Getting started can all be handled online via our client portal. (I know how hectic life with kids can be, so we can handle as much as you like over Zoom or in person at our office.)

    Watch our pre-recorded webinar

    If you are ready to learn more right now – you can. Watch our pre-recorded webinar.

    Attend a live webinar

    If you want to attend our “Estate Planning For Busy Parents” webinar live, registar here.

    Book a Peace of Mind Planning Strategy Session

    If you know you are ready to get your estate plan in place, book a one on one PMPS Session with Jillian.

    We make estate planning

    Simple and convenient. 

    Congratulations on taking the first steps toward protecting your loved ones and preserving your legacy. Estate planning is truly one of the most meaningful acts of love.

    Family — whether by blood, marriage, or choice — is everything.

    As a mother, I am empowered knowing that if something unexpected were to happen, my children would be raised by the people (and with the values) I choose, my assets would immediately be available to support their needs, and they would have access to those funds at an appropriate age.

    As a lawyer, my mission is to bring that same peace of mind to all my clients.

    Grab this must-have Freebie

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    Comprehensive Estate Planning

    Revocable Living Trusts
    Powers of Attorney
    Advance Health Care Directives
    Last Wills and Testaments
    Special Needs Trusts
    Irrevocable Special-Use Trusts
    Business Succession Planning
    Asset Protection Entities
    Non-Citizen Estate Planning

    Working with us is easy. 

    We listen to you

    During our Peace of Mind Planning Strategy Session, we’ll learn about your goals and needs for your future. Then, we’ll talk about what might work for you.

    The magic happens!

    We build a plan together during our Design Meeting that will start protecting you and your family immediately.

    Kick back and relax

    Get back to enjoying your life while we put your plan into action and keep a close eye on it.

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