Wills & Trusts

FREE Estate Planning Event

Your opportunity to gain real peace of mind. Learn how to secure your family’s future from Estate Planning Attorney Beatrice Phan.

Saturday, November 22nd at 10:00 am
Irvine, CA
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Gain Peace of Mind

Secure Your Legacy

Safeguard Your Family

Are you Overwhelmed by the Complexity of Estate Planning?

You don’t have a plan for your assets or family if you suddenly become incapacitated.

You’re worried your estate will enter probate, creating extra cost & delays for your loved ones.

You haven’t named a legal guardian, meaning the court may choose who raises your kids.

You don’t know where to start or which attorney you can trust.

Register for This FREE Event

By taking control of your estate planning anxiety, you can become the PROTECTOR your family NEEDS.

Secure Your Legacy with Confidence

Get peace of mind knowing your family’s future is safeguarded.

Learn why a Will alone may not ensure your children are looked after.

How life insurance can be used as part of your wealth plan.

Ensure your assets are immediately accessible to the people you’ve chosen.

Understand Wills, Trusts, and Power of Attorney how to avoid court intervention.

Avoid probate and eliminate both emotional and financial burden on your loved ones.

Shield your personal and business assets to guarantee your family gets everything they deserve.

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Meet Your Co-Host:

Hello! I’m Beatrice Phan. I’m passionate about helping individuals and families protect the people they love most through thoughtful, values-driven estate planning.

I serve clients across California, providing guidance that is personalized, comprehensive, and designed to last for generations. My practice focuses on kids protection planning, estate planning, trust administration, and probate.

I’m passionate about community education and often speak to families, private companies, and professional groups about topics like kids protection and estate planning essentials.

Outside of work, I love watching my children perform music and play volleyball, as well as enjoying movies, hiking, reading, traveling, and spending quality time with my family.

Your host for the event,

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Jackson Huang, Financial Educator

As a Financial Educator, I understand that achieving Financial Security and Independence can feel overwhelming. Over the past 16 years, I’ve guided thousands of families through the 7 Money Milestones to help them secure their financial future.

While no one plans to fail, many fail to plan. With the right knowledge, your family can achieve Financial Security and Independence through Financial Literacy, Proper Protection, Emergency Funds, Debt Management, Increased Cash Flow, Wealth Building, and Wealth Protection.

My mission is simple: No Family Left Behind. Let’s work together to protect our families and build a lasting legacy.

It’s Easy to Get Started

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FREE event
Learn the essentials of making an effective plan
Leave a legacy not a burden
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Leave a Legacy Not A Burden

Register for this free event so you can stop feeling unprepared and overwhelmed and instead get peace of mind knowing your family is protected and your legacy is secure.

Register for This FREE Event