You Will Learn About…

  • How to Prepare Your Estate Plan Properly
  • Why You Want to Avoid Probate
  • The Basic Estate Planning Tools You Need for Your Family
  • How to Avoid Critical Estate Planning Mistakes
  • What Documentation is Important to Have NOW
  • Different Considerations for Blended Families & Business Owners

Still not convinced?
Hear what previous attendees have to say:

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You will learn how to avoid the common estate planning mistakes that too many people make such as…

Not Having an Estate Plan

This is by far the most common mistake people make and it can be quite costly for their heirs.

DIY Estate Planning

Do-it-yourself Wills often lack perspective and foresight and do not anticipate problematic situations.

Procrastination

Too many families fail to realize that their Estate Plan is inadequate… until it’s too late!

Not Planning for Disability

We never know what lies in store for the future. All you can do is be prepared.

Not Properly Funding Your Trust

This is a mistake that most people never consider, yet it can be a major problem.

Not Updating an
Estate Plan

If you already have an estate plan, do you keep it updated as life situations change.

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Meet Our Presenter…

Andrea K. Shoup

Estate Planning, Trust Administration, and Probate Certified Specialist

Andrea K. Shoup is an experienced attorney dedicated to providing the highest level of personalized service to her clients and understands this may be an unsure and difficult time. She founded Shoup Legal, a boutique law firm, on the idea that visiting an attorney’s office should be a pleasant experience, not an uncomfortable one.

Andrea grew up on the California Central Coast, in San Luis Obispo County. In 2002, she earned her Bachelors of Science Degree in Business Administration from Cal Poly San Luis Obispo. Andrea decided to pursue a law degree and graduated Magna Cum Laude from California Western School of Law in 2006.

Following law school, Andrea worked as a Deputy District Attorney for the San Diego District Attorney’s Office. As a felony trial attorney, Andrea was dedicated to ensuring justice was served in every case.

After leaving the District Attorney’s Office in 2012, she opened her own law practice and pursued a career in Estate Planning. She now focuses exclusively on Estate Planning, Trust Administration, Probate Administration, and Business Succession Planning. Andrea works diligently and attentively to ensure every case and situation is handled effectively and appropriately.

Andrea enjoys getting to know each client, their concerns, and their wishes in order to tailor a plan to best serve their needs. She takes pride in providing excellent and individualized attention to each client, helping them understand every step of the process.

Andrea lives in Murrieta, California with her husband and their four children.