Your Estate Coach

10 reviews

+1 (714) 447-8564

Website

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1501 N Harbor Blvd Ste 100

Fullerton, CA 92835

+1 (714) 447-8564

http://www.yourestatecoach.com

Your Estate Coach is a Fullerton-based Senior Care Concierge and Financial Planning firm with a dedicated team of advisors specializing in helping families navigate elder care options and resources. With expertise in Veterans Benefits, legal, financial, accounting, tax strategies, real estate, and investment management, they provide comprehensive retirement planning guidance tailored to individual needs.

Through education and support for Long Term Care Planning, Your Estate Coach assists families in making informed decisions about their future, offering valuable insights and assistance in obtaining and maximizing government benefits. Partnering with Professional Family Options Insurance Solutions, they provide insurance services and veteran benefit information to ensure families are well-prepared for their financial and care needs.

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4.010 reviews

Fred L.

7/23/2014

The staff at Your Estate Coach were incredible to work with! They got my dad Veterans benefits and helped me with the paperwork along the way. They explained the process and answered promptly any...

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Michael T.

6/6/2022

I hired this company in September of 2020 when the owner Susanne Miller responded to a post I had on Facebook seeking help for my elderly mother. She convinced me that her company, Your Estate...

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Shannon B.

3/1/2019

Paid them $2,500 to help me establish VA benefits for my grandfather. 16 months later no benefits! I have tried to call and contact them leaving multiple messages with no one returning my call. I...

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Haydee P V.

7/12/2019

They were helpful in the beginning and helping us gather all the papers for our dad and a year later nothing. We have left multiple phone calls, emails and no response. The office always responds...

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Kathy W.

10/10/2012

Five stars for these people! They are experts at helping families with elder care matters. For a fee, they processed the paperwork to get my disabled, widowed mother VA benefits. After...

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