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"Obviously I have been pleased with Shepard Insurance Agency since when I needed to get insurance for all of my daughter's needs I chose Shepard over the other closer agencies. Service and attentiveness are key considerations in this type of relationship."
Dick
Los Angeles

 

 

"I just wanted to express, how very pleased I have been with all of you and your company throughout the years. All of your services provided to me were done very timely and professional. If I had any questions at all, one of you got back to me immediately. The customer service has been exquisite and I want to thank, every one of you, for your wonderful care. I realize that you sometimes had to go the extra mile for me and you certainly did it with a smile, courtesy and kindness. Your customer service has been impeccable. Thank you for being such a wonderful Insurance group and a fantastic team. "
Heidi

 

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  • Avoids probate at death, including multiple probates if you own property in other states.
  • Prevents court control of assets if you are incapacitated.
  • Brings all your assets together under one plan.
  • Provides maximum privacy. Probate is a public process and any interested party can see what you owned and whom you owe.
  • Quicker distribution of assets to beneficiaries.
  • Assets can remain in trust until you want beneficiaries to inherit.
  • Can reduce or eliminate estate taxes.
  • Can be changed or cancelled at any time.
  • Difficult to contest.
  • Prevents court control of minors' inheritances.
  • Can protect dependents with special needs.
Prevents unintentional disinheriting and other problems of joint ownership.