How To Protect
Estate Planning Workshop
Do you have questions about estate planning and the process you should follow to protect yourself and your loved ones?
If so, this is the workshop for you. Join us to discover how to properly create, or update, your estate plan so that your unique wishes are honored and your family is protected when you’re gone.
Seating is limited, so be sure to enroll now in order to reserve your seat.
Tuesday, October 3rd
11:00am - 12:00pm
Courtyard Marriott
25419 Madison Ave.
Murrieta, CA 92562
Tuesday, October 3rd
6:30pm - 7:30pm
Courtyard Marriott
25419 Madison Ave.
Murrieta, CA 92562
Monday, October 9th
11:00am - 12:00pm
Indian Wells Country Club
46000 Club Dr.
Indian Wells, CA 92210
Monday, October 9th
6:30pm - 7:30pm
Indian Wells Country Club
46000 Club Dr.
Indian Wells, CA 92210
Monday, October 16th
11:00am - 12:00pm
French Valley Library
31526 Skyview Rd.
Winchester, CA 92596
Saturday, October 21st
10:30am - 11:30am
French Valley Library
31526 Skyview Rd.
Winchester, CA 92596
Saturday, October 21st
12:30pm - 1:30pm
French Valley Library
31526 Skyview Rd.
Winchester, CA 92596
Monday, October 23rd
11:00am - 12:00pm
Ronald H. Roberts Library
30600 Pauba Rd.
Temecula, CA 92592
Monday, October 23rd
6:30pm - 7:30pm
Ronald H. Roberts Library
30600 Pauba Rd.
Temecula, CA 92592
Wednesday, October 25th
11:00am - 12:00pm
California Center for the Arts
340 N Escondido Blvd.
Escondido, CA 92025
Wednesday, October 25th
6:30pm - 7:30pm
California Center for the Arts
340 N Escondido Blvd.
Escondido, CA 92025
We will discuss the following:
Planning For Everyone
Estate planning is not only for the ultra-wealthy - everybody can benefit from ensuring their assets and finances are properly taken care of after their death.
Wills or Trusts?
Learn what critical documents you need to ensure your wishes are honored.
Avoid Unnecessary Legal Fees
Without the proper planning in place, your family and your wealth may be exposed to expensive probate court fees that can be completely avoided with the proper planning.
Legal Safeguards
Avoid a court administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.
Why we created this workshop:
Estate planning is for everybody, and everybody deserves to know what they need to do to protect their loved ones.
Without the right estate plan, friends and relatives can spend a lifetime (and their life savings) battling over your assets.
We understand that estate planning can be overwhelming, but it is one of the most loving things you can do to ensure that your family stays out of probate court and completely avoids unnecessary fights and drama.
During this educational workshop you will receive the valuable information you need in order to make an informed decision on how to set up your estate plan.
After our time together, you will leave with a feeling of empowerment having the knowledge that you can easily achieve the peace of mind that comes from knowing your family will be protected – and that your final wishes will be followed.
Seating is limited, so be sure to register today to reserve your spot!
Meet the Presenter
Andrea K. Shoup
Estate Planning, Trust Administration, and
Probate 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.