Peace of Mind Planning

Peace of Mind Planning Estate planning for busy parents. Proudly serving Santa Barbara, San Luis Obispo, and San Diego County.

✨ I’m so excited to share that I’ll be a speaker at The Gathering this year!✨This incredible event is all about women co...
10/28/2025

✨ I’m so excited to share that I’ll be a speaker at The Gathering this year!✨

This incredible event is all about women coming together to refocus, recharge, and take care of themselves—something we all deserve (and don’t do nearly enough!). 💕

Join me on November 15th in beautiful Carpinteria, CA for a day full of inspiration, connection, and community.

🎟️ Use code CARDONA20 for a discount on your ticket!

Let’s spend the day filling our cups and lifting each other up. I can’t wait to see you there! 💫

NEW BLOG POST ALERT!You’ve worked hard to build savings, invest in your home, and create a future for your children. But...
08/19/2025

NEW BLOG POST ALERT!

You’ve worked hard to build savings, invest in your home, and create a future for your children. But under California law, if you leave assets directly to a minor through a will, they’ll typically receive the entire inheritance at age 18.

That’s a lot of money—potentially hundreds of thousands of dollars—landing in the hands of someone who just graduated high school.

Staggered inheritance ensures your children get the right amount of money at the right time in their lives.

Read the rest here: https://www.peaceofmindplanning.co/how-to-make-sure-your-kids-inherit-wisely-not-all-at-once-at-18

While you’re labeling backpacks, let’s label guardians too.Why now?Back-to-school = organization modeYou’re already upda...
08/15/2025

While you’re labeling backpacks, let’s label guardians too.

Why now?
Back-to-school = organization mode
You’re already updating forms
Perfect time to check your legal plan

Without a plan in California:
Court decides who cares for your kids
Could be someone you wouldn’t choose

What you need:
✔ Will or pour-over will with guardianship provisions
✔ Temporary guardian nomination
✔ Emergency cards

Mistakes to avoid:
Only naming guardians verbally
Not updating after big life changes
Thinking godparents = legal guardians

You’ve got the lunchboxes ready.
Now let’s protect your kids, no matter what.

Read the full guide: https://www.peaceofmindplanning.co/back-to-school-estate-planning/

Want expert guidance on your estate plan? I’m gifting a FREE Family Strategy Session ($450 value) to those who attend my...
04/06/2025

Want expert guidance on your estate plan? I’m gifting a FREE Family Strategy Session ($450 value) to those who attend my live webinar on April 17th at 10 AM!

In just 30 minutes, you’ll learn:
✅ How to name guardians for your kids
✅ How to protect their inheritance
✅ How to avoid probate headaches

Even if you can’t attend live, register anyway to get the recording—but you must show up live to claim your bonus!

Link in bio to register!

04/04/2025

Probate can take months (even years!) and cost your family thousands in fees—all while making your private affairs public. 😩

The good news? You can avoid probate entirely with the right estate plan! I’ll break it all down for you in my free webinar on April 17th at 10 AM so you can protect your family’s future without the stress.

Join me live and get a FREE Family Strategy Session ($450 Value)!

Link to register in bio!

04/03/2025

If something happened to you tomorrow, do you know what would happen to your kids and your assets? If you don’t have an estate plan, the state has one for you—and trust me, you won’t like it. 😨

I’m hosting a free webinar on April 17th at 10 AM where I’ll walk you through what happens when there’s no plan in place—and how to create an estate plan that protects your family, your wishes, and your assets.

Don’t leave it to chance. Join me live (or catch the replay!).

Link in bio to register!

04/02/2025

Jillian Cardona is the founding attorney of Peace of Mind Planning, an estate planning law practice dedicated to helping parents protect their families and secure their children’s future—no matter what happens.

As a mom and attorney, she knows firsthand how important it is to have a plan in place, and she makes the process simple, stress-free, and accessible. Whether it’s naming guardians, avoiding probate, or ensuring your kids’ inheritance is protected, Jillian is here to give you peace of mind (without the legal jargon or overwhelm).

Many parents assume their kids will automatically receive their inheritance without issues… but without the right planni...
03/30/2025

Many parents assume their kids will automatically receive their inheritance without issues… but without the right planning, the court could decide what happens to your assets. 😬

In my free webinar on April 17th at 10 AM, I’ll teach you how to structure your estate plan so that your kids' inheritance is protected—from the courts, taxes, and even future divorces or creditors!

Secure your spot today! 📲 Even if you can’t attend live, I’ll send you the replay.

📅 Register here: https://us06web.zoom.us/webinar/register/8217431753351/WN_QuwIS7aRQyKRnu6XU3q_IA

As a mama entrepreneur, you’re not just building a business—you’re building a legacy. But what happens to everything you...
03/29/2025

As a mama entrepreneur, you’re not just building a business—you’re building a legacy. But what happens to everything you’ve created if something happens to you? Without an estate plan, your business could get caught up in probate, leaving your family overwhelmed and your hard work at risk.

➡️ Join me on April 17th at 10 AM for my free webinar, Estate Planning for Busy Parents, where I’ll walk you through protecting your business and your family. Even if you can’t attend live, you’ll get the recording! Plus, live attendees get a Family Strategy Session ($450 value) for free!

03/28/2025

It’s a tough question, but one that every parent needs to answer. Naming legal guardians ensures that the right people will step in to care for your little ones if you’re not around. If you haven’t done this yet (or aren’t sure if you did it right), you need to be at my free webinar! 💙

Join me on April 17th at 10 AM and learn how to protect your kids and their future. Even if you can’t make it live, I’ll send you the recording!

📢 Attention Busy Mamas! 📢Estate planning doesn’t have to be overwhelming, even with your hectic schedule! Join us on Feb...
01/29/2025

📢 Attention Busy Mamas! 📢

Estate planning doesn’t have to be overwhelming, even with your hectic schedule! Join us on February 6th at 12 pm for our free Zoom webinar, Estate Planning for Busy Parents 👨‍👩‍👧‍👦. Whether you’re new to the process or need to update your plan, we’ll break down everything you need to know to protect your family and secure your legacy. 🏡

📅 Date: February 6th
🕙 Time: 12 PM
📍 Where: Zoom
👉 Register Here: https://us06web.zoom.us/webinar/register/9317374863725/WN_s6LTOjOCQxGyCG8wtE6qVA

Let’s make estate planning simple, so you can focus on what matters most—your family! 💖

Address

Santa Barbara, CA
93101

Website

Alerts

Be the first to know and let us send you an email when Peace of Mind Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to Peace of Mind Planning:

Shortcuts

Featured

Share

Category