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Welcome LBS Financial Members!

Vanguard Legal Group proudly offers personalized, comprehensive Estate Planning services tailored for LBS Financial members.

Take our Free Estate Planning Survey to see if a Vanguard Trust is right for you, or schedule your Free Consultation today!

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Estate Planning Designed Around You.

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With decades of experience exclusively serving Californians, Vanguard Legal Group specializes in protecting assets, preserving legacies, and simplifying Estate Planning with clarity and confidence.

Our Complete Trust Package provides everything you need to safeguard your Estate and ensure your wishes are honored, including:

  • Customized Estate Plans tailored to your specific needs.
  • Essential documents like a Will, Healthcare Directive & POA.
  • Transparent, upfront pricing with no hidden fees.
  • Ongoing support at no extra cost.

Simple. Easy. Peace of mind.

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Estate Planning Survey

Do you need a Trust?

Take a moment to answer the questions below to find out if you need a living trust. You’ll be glad you did!

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?

Your answers in GOLD indicate you are unprotected and should immediately speak to an attorney because you need a Trust.

Reach Out Today
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We're here to help!

Get a Free Consultation!

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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Whether you’re starting fresh, updating your plan, or need assistance, we’re here to help!

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