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E-mail

[email protected]

Phone

(949) 569-5695

Address

27472 Portola Pkwy, 205-323, Foothill Ranch, California 92610

Hours

Monday - Friday: 9am - 5pm

Saturday: By Appointment Only

Making a difference in the lives of the people we serve by educating and empowering them to protect and pass assets to family members and loved ones efficiently, privately and cost-effectively.

Rated 5 Stars By Women In America

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Rated 5 Stars By Women In America

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At the Trust Sherpa We Believe Peace of Mind Begins With a Properly Structured Plan.

Disclosure: The Trust Sherpa is not an attorney or CPA and does not provide legal or tax advice. All information shared is for educational purposes only, and designed to help you understand your options to make informed decisions about your estate plan. For legal or tax-related questions, please consult with a licensed estate planning attorney or qualified tax professional. Our role is to guide you through the process, help clarify your goals, and connect you with the right resources to complete and fund your plan