Don't wait until it's too late and lose your hard-earned money to the next financial disaster. 

Free Estate Planning Consultation

Get a personalized plan and gain peace of mind, knowing that your loved ones are taken care of. Don't wait, secure your family's financial future today.

* Eliminate Risk From Your Retirement Savings - Guarantee your principal and interest
* Revocable Living Trust - Document creation and amendments
* Funding The Trust - Transferring your assets into your trust
* Prepaid Estate Settlement - Helps avoid costly mistakes and delays 
* Pension Maximization - Earn benefits now and continue benefits for future generations
* Protecting Your Family  - With the right amount of life insurance
ULTRA has developed a one-of-a-kind, proprietary system to shelter assets from a Medi-Cal spend-down and the overwhelming costs of nursing home expenses

Take action now and click the icon below to book your free consultation with an ULTRA Advisor. 

Avoid Probate with an ULTRA Living Trust

If you own property or have children, it's crucial to have a revocable living trust.

ULTRA's Estate Planning Benefit Program teaches families how to avoid probate courts, conservatorship, and other government-imposed traps.

With a revocable living trust, you can transfer asset ownership and provide instructions for their management and distribution upon your death, while also eliminating probate and optimizing estate tax law.

ULTRA has been helping union members plan for their retirement and safeguard their loved ones since 1993.