I am the son of Mike and Rosie Garcia, we met with Derek Mills, we had a very good visit, Derek educated us, he was very helpful with all our questions. It was a great atmosphere, good energy, very enjoyable experience and a peace of mind

Every person we had contact with at Safeguard was knowledgable and friendly and answered every question. We cannot endorse them more. 5Star service! They did out Living Trust!

We hired Safeguard to do our Living Trust. They were absolutely fabulous in every way - professional, knowledgable, friendly, on target, and we recommend them with out reservation.

Bob and I could not be more pleased with Safeguard Estate and Financial. We hired them to do our Trust and every step of the way was professional and seamless. Each person we came in contact with was top notch, knowledgable and very helpful. We highly recommend them!

They made it so easy and I mean EASY!! I thought settting up a family trust was going to a long drawn out process. Let's start out by saying they did most everything. We started out with wanting to learn more, so we went to a siminar. That peaked our intrest more, so we took it to the next step and had a consulatation video call with the attorney. He was very nice, very thorough, answered all my questions and beleive me I had alot of them. Thumbs up on the patience he showed me. From there we dedided to move forward. He gave us a few things we need to get together, like mortage docs, bank account, 401k, brokerage stuff. I get all those things in a monthly or quartely statement any way so I brought those in and thats all he needed. For any of you that want to know, yes, you can put your motgage in a trust and it doesn't have to be paid off. Again they handle all of it, you do NOTHING. The final step, 2 weeks later... everything was ready. We went in signed and the docs they had. BOOM now if I get hit by the twinkie truck my family is safe from probate and all those fee and what not. My kids now know exactly what I wishesare if something bad were to happen and I was incapacitated, there is no guessing, and they dont have ot make a hard decision, because I already did it for them. I was so wrong and I had so misconceptions. Look, do yourself, your family, or whoever you love a favor and get this done. It not very expensive and you will be thankful that you did.