Let us help you create a comprehensive legacy plan...
Let's Get Organized
Don’t worry or feel overwhelmed if you don’t know all the details before starting the process. It’s a great starting point for you to get your affairs organized...
What to Expect
The crux of our Legacy Planning Process is your preparation of a Legacy Plan Inventory and Assessment (LPlA). This questionnaire takes you step by step...
Testimonials
...After bringing Jim on board it was clear that his knowledge, expertise and abilities were needed from the very start. He was able to help us navigate all the different aspects that go into probate or in an estate after someone passes... - E. Lewis
Get in Touch
- PO Box 1066, Santa Monica CA 90406
- 310.704.8840
- Copyright 2021 Jim Perkins