MANDIE BULLOCK, ESQ.
http://mandiebullockesq.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
Attorney Mandie Bullock’s estate planning practice focuses on helping families enhance their lives today and secure their futures tomorrow. She excels in guiding her clients through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of their families and the accomplishment of cherished family goals. Mandie will help you craft a plan that achieves your goals for your loved ones today and for years to come.
Mandie graduated cum laude from Thomas Jefferson school of law. She has chosen to concentrate on the Wills and Trusts area because she is passionate about helping families create happy and secure futures.
Most importantly, she is the proud mother of Blake and Leyton. Along with her husband Ryan, she and her family enjoy all types of outdoor adventures.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.