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Welcome LBS Financial Members!

Vanguard Legal Group is proud to offer personalized and comprehensive Estate Planning services for all LBS Financial members.

take the trust quiz!
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Estate Planning Expertise Designed Around You!

Vanguard Legal Group is a leading estate planning law firm, proudly serving clients across Southern California.

With decades of experience exclusively serving Californians, we specialize in safeguarding your assets and preserving your legacy for generations to come!

Our Complete Trust Package provides you with everything you need to protect your estate and ensure your wishes are honored.

Simple, easy, peace of mind.

Do you need a trust?

Do you need a Trust?

Answer these quick questions to find out if a Trust is right for you. It’s a simple step that could make a big difference!

Do you have a Will Quiz
Do you have a Will?
If the gross value of your estate (including your house) is over $150,000, do you have a Trust?
Do you have an Advanced Health Care Directive that provides the names, addresses and telephone numbers of your designated agents, so they can make critical health care decisions if you can’t?
Have you legally designated who would care for your children if you were to die?
Do you have provisions in your Trust or Will for payment of estate taxes?
Have you bought or sold a house or other pieces of property?
Have you designated how your personal property will be distributed (including your pets) after your death?
Has there been a change in the gross value of your estate (the value of all you own, not including what you owe)?
Have you recently married or remarried?
Do you have someone authorized to handle financial matters for you in case you become disabled?
Do you have an Advanced Health Care Directive which was executed before 2003?
Have you divorced?
Have you recently sold or are you contemplating selling stock or other assets?
Have you moved between states?

If you see GOLD in your answers, it means you’re unprotected and should speak to an attorney right away – a Trust is essential for your situation.

call our team today!
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Reach out today!

How Can We Assist You?

Whether you’re new to Vanguard or an existing client, our dedicated Client Services team is here to support LBS Financial members.

Use the form, or call us at (888) 858-4225, to tell us about your needs. We’ll provide the guidance you’re looking for!

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