Judi Adams - Estate Planning
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Born and raised in San Diego, I bring 32 years of experience in banking and financial acumen to my work in estate planning. My career began in banking serving as a Branch Manager throughout San Diego County. I built a strong foundation in lending, budgeting, and client-focused communication working with business owners and CEOs in diverse industries.
In this company, LivingTrustAdvisor.com, I apply those skills to help individuals and families create Living Trusts which provide clarity, protection, and peace of mind. From wills and powers of attorney to guardianship provisions and charitable legacy planning, our goal is to help clients confidently, and, clearly document their wishes, so their loved ones are cared for in the future.
I am also a proud parent and grandparent, an active community volunteer with organizations that support rescue animals, and athletes, individuals, and military service members with disabilities. I enjoy live country music, the beach, my dogs, and, most of all, spending time with my three grandchildren.
Contact Judi at
LivingTrustAdvisor.com
508 West Kalmia
San Diego, CA 92101
619-743-5870