Mandie Bullock
MANDIE BULLOCK, ESQ.
http://mandiebullockesq.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
What to expect from Mandie Bullock
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Mandie Bullock
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.
Testimonials
Mandie made the complex process of creating an estate plan for our family easy to understand. She also assisted us with legal help when my father passed away without a will. Mandie was knowledgeable on probate laws and successfully navigated us through the process. Mandie is professional, personable, and is a great communicator. We highly recommend her.- Leah and Paul S., San Luis Obispo, CA
Mandie Bullock provides excellent care and service with her expertise and advice in estate planning. We are relieved to know that our daughter and estate will be taken care of in case of the unthinkable happening. Thank you Mandie for your flexibility and ease in this process!- Andy and Amanda L., Pine Valley, CA
“Thanks, Mandie, for your prompt, professional service in creating my Living Trust. I am very happy with the quick completion of my Trust and very impressed with the well-organized finished product.- Chris A., Descanso, CA
My husband and I recently completed our living trust. This is something I’ve thought about for a long time. It wasn’t until I met Mandie Bullock that I knew this needed to be a priority and something I had to have done. Everything was completed in a timely manner and she was always available to answer any questions we had. She was reliable, knowledgeable, and very professional. My favorite thing about working with Mandie was that I could relate to her on a personal level being a mom of two boys herself and it doesn’t take long to know this is her true passion.- Briana C., Alpine, CA
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
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.
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How we plan.
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.
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What we protect.
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.
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What you see.
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.
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How we deliver.
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.
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How our plans work.
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.
Contact Mandie Bullock
Complete the form below to reach out and schedule your 15-minute discovery call.