Most Trusts Look Complete... 
Most Aren't

Most Trusts Look Complete...
Most Aren't

 Discover the 8 Critical Features Missing in Most Trusts—

And how this will leave your family vulnerable

Most people think they’re protected. They have a trust.
A will. Maybe even a power of attorney.
Most people think they’re protected. They have a trust. A will. Maybe even a power of attorney.
But here’s the brutal truth: 

Over 85% of Trusts are missing CRITICAL protections.

And when families find out, it’s often too late to fix.
  • Assets falling into the hands of your in-laws
  • ​Capital gains taxes that could have been avoided
  • ​Frozen accounts no one can access during incapacity
  • ​Assets tied up in probate court for years

 The good news?
These nightmares can be avoided.

Join our FREE 60 minute masterclass and uncover what’s missing in your Trust—and how to fix it before it’s too late.

Most estate plans are outdated or incomplete

If you own a home this masterclass is a must-attend event. Your Trust Might Be Missing Key Protections— Leaving Your Assets Vulnerable.

Don’t have a trust yet? You won’t want to miss this event as we’ll be sharing the most costly, common estate planning mistakes to avoid when creating your trust.

3 Hidden Dangers That Could Leave Your Family in a Costly Mess

Your assets could end up with in-laws.

You want your beneficiaries to inherit your money—not their ex-spouses. But without the right protections, a divorce can funnel your children’s inheritance straight into your in-laws pockets.

Your accounts could be frozen if you become incapacitated.

Without proper safeguards, your family may not be able to access your funds when you need them most.

Your beneficiaries could pay unnecessary capital gains taxes.

There’s a sneaky tax dilemma hidden in many trusts that can cost your family thousands.
Most people don’t find out about these problems until it’s too late. But you still have time to fix it.

Real People, Real Results:

"Their team is professional, responsive!"

Preston Estate Planning exceeded my expectations, ensuring my assets and heirs are fully protected. Their team is professional, responsive, and highly knowledgeable. My estate plan came in a beautifully organized binder with clear guidance, plus ongoing support through annual reviews and web Q&A events. Highly recommended!

Margo Little

"Keep our trust up to date with ongoing support"

We thought our trust was solid until Preston Estate Planning found major omissions. They provided clear recommendations, answered all our questions, and keep our trust up to date with ongoing support. Worth every penny—highly recommended for anyone with an existing trust or looking to set one up.

James Helt

"They keep clients updated on changing laws"

Preston Estate Planning is the most professional firm I’ve worked with in 76 years. They keep clients updated on changing laws, offer web classes, and ensure estate plans always comply with current regulations. Their annual dues plan makes updates easy and affordable. Highly recommend!

James McCormick

"Attention to detail ensures long-term protection"

After attending multiple estate planning seminars, Preston stood far above the rest. They cover critical issues others overlook and proactively update plans as laws change. Their attention to detail ensures long-term protection, even for future life changes. Exceptional service!

Bill Burgie

Two Choices:
Hope for the Best… or Secure Your Legacy?

Old Way (the Death Plan)

  • Your children’s inheritance is exposed to in-laws
  • ​Assets may become frozen upon your incapacity
  • ​Risk probate delays & legal fees
  • ​Pay unnecessary capital gains taxes

New Way (The Life Plan)

  • Keep your hard-earned assets in the family
  • ​Ensure your trustee has the tools to pay your bills
  • ​Avoid probate and simplify asset transfer
  • ​Legally minimize estate and capital gains taxes

Secure your legacy with a proven system used by more than 9,000 families in California.

What You’ll Learn in This Exclusive 60 minute Masterclass

  • Secret 1: Divorce-Proofing Your Children’s Inheritance
    Ensure your assets stay within your bloodline—not with an ex-in-law.
  • ​Secret 2: The Capital Gains Election
    How to eliminate unnecessary taxes and maximize your wealth for future generations.
  • ​Secret 3: The Bank Account Protection Plan
    Prevent your accounts from being frozen during a crisis—keep your assets financially secure with a Silent Partner Trustee. 
  • ​Secret 4: The No-Court Protection Strategy
    How to keep your family out of probate court and prevent costly delays and legal fees.
  • ​Secret 5: The Incapacity Safety Net
    What happens if you get dementia? Learn how a Disability Panel can protect your assets when you are the most vulnerable.
  • ​Secret 6: The Probate Avoidance Plan
    Find out how your assets can still end up in probate even with a Trust, and what you can do to avoid this problem.
  • ​Secret 7: The Hidden Dangers of Standard Trusts
    What most estate planning attorneys won’t tell you about your trust (and why it matters).

  • ​Secret 8: The Annual Trust Maintenance Solution
    The most cost effective way to keep your Trust up to date without paying endless attorney fees.

Meet the Experts Who Have Reviewed Over 11,000 Trusts

Preston Estate Planning has been safeguarding California families for 40+ years

11,000 trusts reviewed—over 85% had major gaps that left families vulnerable!

We focus exclusively on estate planning, so you get the highest level of expertise—no generic, one-size-fits-all solutions.

Our proprietary Life Plan strategy has helped thousands of families protect their assets.
 
You’ve spent a lifetime building your wealth. Don’t let outdated paperwork or missing protections unravel it all.

Questions?
We've Got Answers!

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