Estate Planning Essentials:

How To Protect
Your Family

A complimentary live workshop designed to help families create an estate planning strategy for their unique goals and needs.

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.

Saturday, June 15th

11:00am – 12:00pm

Margarita Middle School
30600 Margarita Road
Temecula, CA 92591

Tuesday, June 25th

11:00am – 12:00pm

Murrieta Library
8 Town Sq
Murrieta, CA 92562

Saturday, June 29th

11:00am – 12:00pm

Escondido Library
239 S Kalmia St
Escondido, CA 92025

Saturday, July 13th

11:00am – 12:00pm

Rancho Bernardo Library
17110 Bernardo Center Dr.
San Diego, CA 92128

Monday, July 15th

11:00am - 12:00pm

Ronald H. Roberts Library
30600 Pauba Rd.
Temecula, CA 92592

Monday, July 15th

6:30pm - 7:30pm

Ronald H. Roberts Library
30600 Pauba Rd.
Temecula, CA 92592

Tuesday, July 16th

11:00am – 12:00pm

Menifee Library
28798 La Piedra Rd
Menifee, CA 92584

Monday, July 22nd

11:00am - 12:00pm

California Center for the Arts
340 N Escondido Blvd.
Escondido, CA 92025

Monday, July 22nd

6:30pm - 7:30pm

California Center for the Arts
340 N Escondido Blvd.
Escondido, CA 92025

Saturday, July 27th

11:00am – 12:00pm

Perris Library
163 E. San Jacinto Ave.
Perris, CA 92570

Monday, July 29th

11:00am – 12:00pm

Murrieta Library
8 Town Sq
Murrieta, CA 92562

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!
Play Video

Hear What Our Previous Workshop Attendees Have to Say

We've had the privilege to help thousands of families protect the future of their assets.

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.

You understand that this presentation is for educational purposes only and is not personal legal or tax advice. You further understand that nothing said in this presentation should be considered individualized legal, financial, tax, or any other kind of professional advice. You will exercise your own good judgment and/or seek independent professional advice before relying or acting upon any information Shoup Legal, A Professional Law Corporation provides. Furthermore, you understand that Shoup Legal, A Professional Law Corporation, nor any of its attorneys, represent you in anyway and that no client relationship has been established between yourself and the presenters.

Please complete the form below to register for our in-person workshop. Space is limited, so please include how many will be in attendance.