Welcome to INTEGRITY ESTATE PLANNING & Living 

Trust Services, A WESTERN ESTATES COMPANY
 

The Most Valued Estate/Living Trust Advisor in California

Sometimes, to ensure an accurate assessment of your estate needs--large or small, a professional touch is essential. Integrity/WEPS is equipped to handle all of your questions and requirements for a living trust with the due care you deserve.  Since 1997, we have provided residents in California with personal services such as wealth and estate consultations. Important and integral is the living trust. It is one of the most essential financial protections you can put into place. Ensure the safety of your assets, no matter how large or small.  Let us walk you through establishing a valid living trust. We are here for you in case you have questions or need help.  We have garnered a reputation as being a  hands-on company. We are here to walk you through everything you need in order to set up and fund your living trust. Get in touch today and let us help you get started.

 
  • Do you own a home?

  • Do you currently have a will? (or not)

  • Do you want to keep your financial and family affairs private?

  • Do you have a "complicated" family situation? 

If you answered "yes" to any of these questions, talk to us. We can help you. 

Get to Know INTEGRITY/WEPS 

Advisors.

We want to get to know you too.

Learn what a living trust can do for you

In 1997, We founded our company with and by attorneys for the purpose of educating you, our clients, regarding the protection and growth of financial assets. Along with education, we offer established yet creative financial blueprints for you. First and foremost, is education and assistance for establishing the foundation of a living trust to house your assets.  Contact us today for more detailed information regarding protecting your privacy, decisions, and assets with a living trust package, which entails much more than just a living trust. 

Services

Education and Guidance

Interested in learning about how a Living Trust Package can simplify your life and create more peace-of-mind?  At Integrity/WEPS, we provide clients an easy personalized review if desired, in a number of different areas in estate planning.  From the initial complimentary consultation, we want to know your estate needs and we are here to resolve them.  We are the Estate advisors you need, ready to be at your side every step of the way.  Contact us today and see what we can do for you.

Living Trusts

Protect Your Assets

In this day and age, a lot of people don’t realize the importance of having a licensed professional help you protect the value of your assets. Along with the help of our company Integrity/WEPS, We will navigate with you either in person or over the phone/internet as you desire,  through all of the steps necessary in order to protect your home, if you own one, and/or your assets, or life decisions that may not otherwise be addressed.  Contact us today and see what we can do for you.

Wealth Planning

Investing in alternative vehicles

At Integrity/WEPS, If this is something you are interested in, we can show you how to expand your assets in conventional and not so conventional avenues depending upon your individual needs.

 

COMPLIMENTARY   Consultation

What do you need?

Integrity/WEPS is your guide to forming a sound financial plan that accommodates your vision for the future.

Contact us

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 Do you want to learn all about protecting some important life choices and your assets?  At Integrity/WEPS, you can be sure to get an all-inclusive product package for all of your living trust estate needs. Even if you’re just curious, contact us today and find out exactly what a living trust can do for you.

 

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c (925) 325-6390   

c (510) 375-5785   

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