Do You have Questions about Estate Planning
and the Process You Should Follow to Preserve Your Legacy?
If so, this is the workshop for you.
We’ve been conducting live seminars for years in order to help families with their estate planning needs.
Now, for your convenience, we have made this information available online with INSTANT ACCESS.
Topics to be discussed include:
Why you want to avoid Probate
Powers of Attorney (Medical and Financial)
Advanced Medical Directives
At-Home Estate Plans
Listen to what previous attendees have to say about our workshop:
Who Should Watch This Online Workshop?
This presentation was created to help people in these common situations…
Regardless of the size of your estate, if you own a home you need to take the proper steps to protect it.
What will happen to your business upon your death or if you become disabled? Is there a succession plan in place?
Having the proper Estate Plan in place makes life much easier in the event of the death of a spouse.
Regardless of your age or the age of your children, an Estate Plan assures that your children’s needs will be addressed if you die or become incapacitated.
In or Near Retirement
As you enter in to your “golden years”, it is critical to address issues such as Beneficiaries, Medical Directives, and Powers of Attorney.
When issues such as divorce and children from prior marriages are present, special care must be taken to avoid unintended disinheritance.
What’s In It for You?
We will discuss some of the more common Estate Planning mistakes that 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.
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 significant problem.
Not Updating an Estate Plan
If you already have an Estate Plan, do you keep it updated as life situations change?
Too many families fail to realize that their Estate Plan is inadequate… until it’s too late!
DIY Estate Planning
Do-it-yourself Wills often lack perspective and foresight and do not anticipate problematic situations.
Meet Our Presenters…
Andrea K. Shoup
Estate Planning, Trust Administration, Probate, and Business Succession Planning Attorney
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.
Jennifer E. Dean
Estate Planning, Trust Administration, and Probate Attorney
Jennifer Dean has years of experience in Estate Planning, Trust Administration, and Probate. She particularly has a passion for ensuring wishes for end-of-life decisions are respected and enforceable with the appropriate directive.
Jennifer grew up in Oklahoma and moved to California in 2010, after graduating Magna Cum Laude with a Bachelor of Arts Degree in History from Lee University in Tennessee. While working at a Santa Barbara, California law firm, Jennifer began the paralegal program at U.C. Santa Barbara, and fell in love with estate planning, earning her Paralegal Certificate in 2012.
In the years following, Jennifer worked at estate planning firms in the San Diego area while attending California Western School of Law. In law school, Jennifer served as President of the Estate Planning Society, and worked with the Legal Aid Society of San Diego in its conservatorship clinics and advanced directive and power of attorney workshops. Jennifer earned her Juris Doctor in 2016.
After law school, Jennifer worked at a San Diego law firm, assisting clients develop their estate plan, and administering an estate after the passing of a loved one. Jennifer joined the Shoup Legal Team in June 2017.
Jennifer enjoys helping clients feel comfortable with the estate planning process and addressing each of their concerns. Jennifer provides compassionate service to help families through the probate or trust administration process after the passing of a loved one.
Jennifer lives in Escondido, California with her husband and their son.