Services

At Advanced Estate Design, LLC, we’re here to help families like yours prepare for the future and protect your wealth with high-quality consulting services, in-depth information, and even seminars. With our services designed to educate you on everything you need to know about protecting your assets, we’re your source for information on estate planning and more. 

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When it comes to navigating probate, finding the assistance you need and the information to handle the situation can be overwhelming. Our team can help you figure out your next steps, understand how probate should be handled, and more.

Planning and arranging how wealth and assets are going to be distributed and managed after passing can be daunting. Our team’s goal is to make sure your assets are properly utilized, funded, and distributed. 

Starting a business is a very exciting time, and our team is here to help you vault any hurdles, establish working contracts, and collect money owed to your. We provide a small business consultant to work with you on your strategy, planning, and so much more. 

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Understanding the Medi-Cal system, a program designed to help with the cost of caring for an elderly family member, can be difficult. That’s why our team is here to help! We have extensive experience with Medi-Cal and we’re ready to help you understand qualifications, requirements, and applications. 

Sending your child to attain higher education at a college or university can be exciting, but also comes with a lot of paperwork. Our team is here to help your family find and fill in all the information needed for FAFSA applications and forms, which will help in obtaining financial aid for your child’s education.

Contact Our Team Today To Get Started

We’re dedicated to helping Northern California residents find the information they need to achieve their financial goals and prepare their assets for the future. Contact us today with any questions or to get started!