Professional Wills and Trusts of California

About Us

A little about Professional Wills and Trusts of California and David A. Pereira. First, if you need to reach out to me, feel free to call me at (916) 275-0907 or email me at david@willsandtrustsofcalifornia.com
I decided to come out of retirement and kick-started Professional Wills and Trusts of California in 2022.
Before diving into this venture, I had worked for several law firms in the Sacramento area. My work involved litigation in bankruptcy cases, preparing estate plans, and handling documentation related to general litigation. Even before that, I was in the legal department of a national bank. I enjoyed my time at the bank, but in 2008, it faced some turbulent times, as many banks did, and the FDIC stepped in during the financial crisis, and closed them down.
During my time at the bank, I had a role that involved investigating cases of elder financial abuse. It always struck a chord with me how often elderly individuals fell victim to financial abuse by family members, friends, and care providers. This experience led me to believe that my true calling was to do work that I found fulfilling, helping others protect themselves with a living trust and getting their estates in order. It’s a line of work that brings me great joy.
To make this journey even more enjoyable, I decided to focus on preparing trusts that are not only robust but also affordable, all while providing outstanding customer service. I achieved this by:
Thanks to this approach, I can offer trust services at a fraction of the cost charged by most law firms and other trust preparation professionals. Those professionals often have substantial expenses related to maintaining fancy offices and extensive staff, neither of which I have. This allows me to pass on substantial savings to each of my clients, without compromising quality
In essence, my clients benefit from an incredibly affordable trust preparation service without any compromise on quality or customer service. Your peace of mind and financial security are my top priorities!
I received my MBA from San Jose State University and my Juris Doctorate degree in Law from Northwestern.