Estate Planning Self-Help

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About Me | Privacy Policy | Contact Us
Advance Directive | Revocation of Advance Directive
General Power of Attorney | Durable Power of Attorney | Revocation of Power of Attorney
Single | Married W/O Children | Parent W/Minor Children | Parent W/Adult Children | Remarried W/Minor Children | Remarried W/Adult Children | Grandparent W/Grandchildren's Trust
Administration Worksheet | Certification of Trust | Pour-over Will | Single | Married With Children
Personal Fact Sheet
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Welcome

 

Professional

I have more than 30 years of experience in the field of Financial Estate Planning.

My educational background consists of several years in schools and colleges, thus obtaining various Degrees and Certificates of Achievements in the below listed fields.

Schools and Degrees

* AS Degree in Transportation & Distribution Management, San Diego Mesa College, San Diego, CA : 1980
* AA Degree in Paralegal Studies from Palomar College, Phi Theta Kappa, Lambda Epsilon Chi, San Marcos, CA : 1988
* AA Degree in Accounting from Palomar College, Phi Theta Kappa, San Marcos, CA : 2000
* AA Degree in General Studies from Palomar College, Phi Theta Kappa, San Marcos, CA : 1988
* LUTC Certificate of Achievement in Financial Estate Planning, Life Underwriters Training Council, Washington DC : 1986.
* Certificate of Achievement in Paralegal Studies from Palomar College Phi Theta, Kappa, Lambda Epsilon, San Marcos, CA : 1997
* Certificate of Achievement in Accounting from Palomar College, Phi Theta, San Marcos, CA : 2000
* Notary Public of the State of California, Commission #1632564, expires December 22, 2009
* Private Professional Conservator and Guardian, Superior Court of California, County of San Diego, CA

Associations

* Phi Theta Kappa, International Honor Society
* Lambda Epsilon Chi, National Paralegal Honor Society
* Phi Theta Kappa - Alpha Omega Rho, Honor Society, Palomar College, San Marcos, CA
* Senior Volunteer Patrol, San Diego County Sheriff's Department, San Marcos, CA
* NNA, National Notary Association.

Sheriff of San DiegoNational Paralegal Honor Society

Alpha Omega Rho

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