Kim DannettellEstate Planning Representative
Praedium Trust Services
27472 Portola Parkway, 205-323 Foothill Ranch, CA 92610
- Educationally Based Individual and Group Trust and Estate Planning Services with Asset and Income Protection
- Community Leader for Women's Bible Study and Community Leader for Small Groups
Estate Planning Representative, Kim Dannettell is passionate about helping individuals and families properly protect and prepare to transfer their hard-earned money and assets to their heirs and loved ones in an intentional and efficient manner. She is committed to educating her clients and helping them navigate through the decisions that need to be made so their desires and wishes can properly be honored. She is also an insurance professional and has been licensed since 1988. Kim’s collaborative approach and sincere desire to help others has allowed her to help hundreds of clients protect their assets through insurance and financial services and the creating of their trusts and estate plans.
Praedium Trust Services along with a leading California estate planning law firm, offers educationally based seminars and comprehensive, revocable living trusts and estate planning services. We offer our services to individuals and through various organizations like employer groups, real-estate offices, schools, churches, hospitals, unions and non-profit organizations.
Our program includes an educational workshop, complimentary one-on-one estate planning consultations, private trust delivery, notarizations, funding guidance and more.
Our comprehensive estate plans are customized to meet the specific needs of each individual and family’s circumstance and they include the five most important documents needed pass assets from one generation to the next avoiding complex probate.
There is no financial obligation to the organization offering our services and all our services are offered at significantly reduced fees
Proverbs 3:5-6 "Trust in the Lord with all your heart and lean not on your own understanding, in all your ways submit to him and he will set your paths straight"