Sequoia Estate Planning Inc.

Sequoia Estate Planning Inc. Sequoia Estate Planning Inc is an estate planning, probate, and trust administration firm in Rocklin, CA.

We’re excited to share that **Sequoia Estate Planning Inc.** will be participating in the vendor fair at Eskaton Village...
05/15/2026

We’re excited to share that **Sequoia Estate Planning Inc.** will be participating in the vendor fair at Eskaton Village Roseville! 💼🌿

Stop by our table to say hello, ask questions, and pick up helpful information about where to start with estate planning.

Then join us later in the afternoon — we’ll be taking the stage as one of the guest speakers around **2:00 PM**, where we’ll break down the essentials of estate planning and answer your questions live.

Looking forward to connecting with you there!

Customer satisfaction is at the heart of what we do. Here's what people are saying.
05/12/2026

Customer satisfaction is at the heart of what we do. Here's what people are saying.

It is not easy to bring up estate planning with your aging parents. However, it is one of the most important conversatio...
04/29/2026

It is not easy to bring up estate planning with your aging parents. However, it is one of the most important conversations you can have to make sure their wishes are protected after their passing.

Swipe for simple, compassionate ways to start the discussion before a crisis forces it.

Feel free to give us a call if you have questions about estate planning for yourself or a loved one. We are here to guide you through this process.

Hear directly from our customers — their experience speaks volumes.
04/24/2026

Hear directly from our customers — their experience speaks volumes.

Did you know that it’s a common myth that disinheriting someone requires leaving them one dollar in your will? Not only ...
04/22/2026

Did you know that it’s a common myth that disinheriting someone requires leaving them one dollar in your will? Not only is this unnecessary, but it can actually open the door to legal challenges. A better approach is to clearly state your intent to disinherit without assigning them any assets.

Give us a call today, and we can help you ensure your wishes are properly documented and your plan is built to withstand disputes.

Estate planning isn’t just about passing down assets; it’s also about protecting your wishes while you’re alive. Many pe...
04/20/2026

Estate planning isn’t just about passing down assets; it’s also about protecting your wishes while you’re alive. Many people overlook the importance of planning for incapacity, but the right documents, such as a health care directive and a medical power of attorney, can make all the difference in making sure your wishes are followed in a crisis.

Give us a call today to make sure your plan reflects your wishes for your care. We can also help you get started with your estate plan if you’ve not already made one. We’re here to help protect you.

One of the most common estate planning misconceptions we encounter is that people believe their assets are automatically...
04/14/2026

One of the most common estate planning misconceptions we encounter is that people believe their assets are automatically protected once a trust is created. However, that’s not the case. A trust must be properly funded to be effective, which means that you need to transfer the assets you want to protect into it. Without that step, those assets will likely still go through probate.

If you would like to set up a trust or have questions about an existing trust, we’re here to help. Give us a call, and we can find a time to connect.

Estate planning may seem overwhelming, especially if you're new to it or haven't reviewed your plan in years. But fear n...
04/09/2026

Estate planning may seem overwhelming, especially if you're new to it or haven't reviewed your plan in years. But fear not- the process can be smoother than you think! Check out this helpful checklist to get you started 🏠💼

Remember, this checklist is a starting point, and consulting an estate planning professional is key. If you have any questions or would like to create or update your plan, don't hesitate to reach out!

Client feedback like this drives our team to keep raising the bar.
04/07/2026

Client feedback like this drives our team to keep raising the bar.

🌿 Join Us for a Free In‑Person Estate Planning Seminar!Hosted by Sequoia Estate Planning Inc.Have questions about wills,...
04/03/2026

🌿 Join Us for a Free In‑Person Estate Planning Seminar!
Hosted by Sequoia Estate Planning Inc.

Have questions about wills, trusts, or how to protect your family’s future? Join us in person for an educational seminar where you’ll learn the essentials — and get your specific questions answered by an experienced attorney.

📅 Date: April 11, 2026
⏰ Time: 10:00–11:00 AM
📍 Location:
Sequoia Estate Planning Inc.
5828 Lonetree Blvd
Rocklin, CA 95765

🎯 What to Expect:
• Meet the attorney
• 45‑minute educational presentation
• Live Q&A
• Light refreshments

📝 Register online: sequoiaep.com/events

We look forward to welcoming you and helping you plan for the future with confidence and peace of mind!

When life takes an unexpected turn, do you know who will make decisions for you if you are unable to? That is where a po...
04/01/2026

When life takes an unexpected turn, do you know who will make decisions for you if you are unable to? That is where a power of attorney (POA) comes in. A POA is a legal tool that allows you to appoint someone you trust to act on your behalf. Swipe to learn more.

Choosing the right type of POA ensures your wishes are honored and your affairs are managed in accordance with your values. Call us today to get started.

Address

5828 Lonetree Boulevard
Rocklin, CA
95765

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19164158701

Website

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