With a Living Trust, you decide how you want to take care of your beneficiary’s (children, grandchildren, elderly parents, grandparents, and family members with special needs) health, education, support, and maintenance. You also decide the mature age for your beneficiaries to receive their inheritance (the state of CA thinks all beneficiaries are mature at age 18).

A “Special Needs Trust” gives you the opportunity to care for either physically or mentally challenged family members allowing them those comforts over what the state provides without interfering with their governmental benefits and protecting those assets from creditors.

Protects Your Family


Contact Us

501 N. El Camino Real, Suite 200
San Clemente, CA 92672

Our Team 

We are comprised of licensed, bonded and insured, Legal Document Assistants, Independent Insurance Producers, Realtors, and Certified Financial Planners. ULTRA Advisors are not attorneys and cannot lawfully provide legal advice or representation.