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Wills, Trusts & Generational Wealth

Unlock The Estate Planning Tools That Will Protect Your Family! 

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Download our estate planning

cheat sheet

Hi,

I'm Portia 

Estate Planning Attorney

10+ Years of Professional Experience.

I oversee a practice devoted to providing clients with the best in estate planning.  We are exclusively focused on protecting you and your family through personalized estate planning strategies.

 

Here at Wood Legal Group, we know that estate planning can be daunting for most people and we are often combating the misconception that it is only for the uber wealthy. 

 

We want you to know that estate planning is for YOU!

 

Everyone over the age of 18 needs an estate plan but you don't need the same estate plan. 

 

Join us for our estate planning webinar and let us show you a new way to think about estate planning and how a personalized approach can protect everything you've been working for. 

You Will Learn How To

01

Legally name guardians to care for your minor children temporarily or permanently. 

NOTE: a conversation with family or friends is NOT enough and will require court interference. 

02

Protect your hard earned money and property from court interference if you become incapacitated or die. 

NOTE: having the right plan for your family can mean the difference between keeping the family home and debt. 

03

Build generational wealth through personalized estate planning tools. 

NOTE: there are protections on assets that can only come from the previous generations. If you have $10k or more to leave behind you can begin to build generational wealth in your family. 

What People Say

Portia- you were absolutely FANTASTIC. Thank you for all that information. What really stuck with me was the legacy protection piece and planning for "values, wisdom, etc." That was powerful.

Michael, CA

For the past four years, Portia has been recognized as a Top 40 under 40 Lawyer 

by the National Black Lawyers Association.

20 DAYS TO THE EVENT
Webinar: Estate Planning with Minor Children
Nov 14, 12:00 PM PST
Webinar
If you are in the ICU who takes care of your children? Who manages their inheritance? Have you left this to chance? Parents have been known to delay creating an estate plan because they don’t want to face the guardianship question.

Tel: 626 898 9195  |     info@woodlegalgroup.com

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