NotaryMax Plus

04/23/2025

I’m reaching out to personally invite you to our upcoming workshop on May 2 @ 10am, where we’ll be covering essential topics like living trusts, wills, powers of attorney, advanced healthcare directives, and more.

Seating is limited, so it’s important that I receive your confirmation as soon as possible. Please REGISTER BELOW to let me know if you’ll be attending.

Come learn all about Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives, and Business Succession Plans.

04/09/2025

NotaryMax Plus presents: Exclusive Living Trust Seminar, May 2 at 10AM. Secure your spot now:

Come learn all about Living Trusts, Wills, Powers of Attorney, Advance Health Care Directives, and Business Succession Plans.

04/05/2025

FREE Workshop: Understanding Living Trusts, Wills, and Power of Attorney, Advance Health Care Directives, and Business Succession Plans

Join NotaryMax Plus at the BBOP Center
📍 559 N Arrowhead Ave, San Bernardino, CA 92401

DATE: Friday May 2nd
TIME: 10am-11:30am (9:45 check-in)

for an eye-opening and informative session designed to help you protect your assets and ensure your wishes are honored.

Learn the essentials of:

• Creating a Living Trust
• Drafting a Will
• Establishing Power of Attorney and Advance Healthcare Directives
• Business Succession Planning

Don’t miss this valuable opportunity to gain peace of mind and plan for the future!

➡️ Seating is limited — Registration is required! Register Here

Come learn all about Living Trusts, Wills, and Powers of Attorney for both health and finances at our FREE workshop!

11/30/2024

Life is constantly changing, and so should your estate plan! Here are six key moments when it's crucial to update your estate plan: when you have children, receive an inheritance, get married or divorced, start growing your savings, purchase real estate, or experience a death in the family.

Stay prepared and protect your loved ones! 🏡💼✨

👉 If you need assistance please get in touch with me! 909-913-3336 or schedule an appointment! https://calendly.com/nmpinc/ltp

11/28/2024

It’s not just about the feast but the moments we share and the connections we nurture. May your day be filled with laughter, warmth, and the joy of being surrounded by loved ones. 🥧💛 Happy Thanksgiving!

11/20/2024

Understanding the difference between revocable and irrevocable beneficiaries is essential when setting up a Living Trust. Revocable beneficiaries offer flexibility, allowing you to make changes without their consent, while irrevocable beneficiaries require their approval for any modifications. Make informed choices to secure your legacy and protect your assets! 🏡💼✨

👉 If you need assistance please get in touch with me! 909-913-3336 or schedule an appointment! https://calendly.com/nmpinc/ltp

11/20/2024

Discover the advantages of a Living Trust! 🌟 A Living Trust allows for quicker asset distribution, avoids probate, and keeps your financial matters private. It ensures your assets can be managed during incapacity, but keep in mind that guardianship is not covered. A Living Trust also complements your Will by including essential documents like powers of attorney and healthcare directives. Secure your legacy today! 🏡💼

👉 If you need assistance please get in touch with me! 909-913-3336 or schedule an appointment! https://calendly.com/nmpinc/ltp

11/20/2024

Are you prepared for the future? 🌟 Essential estate planning isn't just for the wealthy—it's for everyone! Here are the key elements every estate plan should include:

- Last Will and Testament: Ensure your wishes are honored.

- Trusts: Protect your assets and provide for your loved ones.

- Power of Attorney: Designate someone you trust to make decisions on your behalf.

- Beneficiary Designations: Simplify the transfer of assets after your passing.

- Guardianship Designations: Secure the future of your dependents.

Taking these steps now can bring peace of mind for you and your family. Don't wait until it's too late!

👉 If you need assistance please get in touch with me! 909-913-3336 or schedule an appointment! https://calendly.com/nmpinc/ltp

11/20/2024

🛡 Things You Need to Know About Estate Planning! 🛡

Planning for the future is essential for everyone. Here are some crucial points to consider:

- Avoid Disability Risks: A Power of Attorney can safeguard your interests when you can’t speak for yourself.

- Protect Your Loved Ones: Establishing a Living Trust ensures your assets are managed according to your wishes.

- Prepare for Medical Emergencies: An Advanced Healthcare Directive can guide your healthcare decisions.

- Understand Probate Risks: Navigating probate can be complicated and costly—know the dangers and how to avoid them!

- Everyone Needs a Plan: No matter your age or wealth, having a plan is vital for peace of mind.

👉 If you need assistance please get in touch with me! 909-913-3336 or schedule an appointment! https://calendly.com/nmpinc/ltp