Is Your Revocable Living Trust Up to Date — and Your Retirement Income Secure?

Take a 60-second step towards peace of mind. Get a free in-home trust review, a written income plan, and $300 off a new or restated trust.

Daniel Moore with Secure Income Management

“Secure Your Trust. Protect Your Retirement Income. Plan with Confidence.”

💬 Meet Daniel Moore: Your Local Retirement & Legacy Planning Advisor

"I’m an Independent Trusted Local Retirement & Legacy Planning Advisor with over 10 years of experience helping families and retirees protect their assets, avoid probate, and create reliable income in retirement. My process is simple — I educate first, help you create a personalized plan, and only implement if it’s truly in your best interest. I don’t charge any fees for my services, and I offer a 100% satisfaction guarantee: if at any point during our meeting you decide you’re not interested in making any changes, just let me know — and we’ll stop right then and there. No pressure, ever."


Why Work with me?


✅ 10+ years helping California retirees


✅ Trusted partner of Secure Income Management, National Association of Family Services (NAFS), & Beneficial Legal


✅ In-home consultations available across Southern California


✅ Focused on safe money strategies and estate protection

📋 What You’ll Get:

✅ A free in-home trust review

✅ Help identifying unfunded assets and missing documents

✅ Get $300 off a new or reinstated Revocable Living Trust through our trusted legal partner.

Complete trust package available for just $699 (regularly $999)

✅Retirement Income Gap Analysis

✅Market Risk & Tax Exposure Check

✅Safe Growth Options You Control

✅Peace of mind that your estate plan protects your family

🧑‍⚖️ Who This is For:

  • You created a trust years ago and want to make sure it still works

  • You were told to “fund your trust,” but don’t know what that means

  • You’re not sure if your retirement accounts, home, or other assets are properly titled

  • You want an affordable solution to create or reinstate a trust

  • You want to make sure your spouse or children won’t face probate or confusion when something happens

  • You’re unsure how your family would access your assets if something happened

Don't worry, I can help!

TOP REASONS TO FUND A TRUST

  • Avoid Probate

  • Protecting Loved Ones

  • Avoiding Tax Torpedos

  • Own Nothing and Control Everything

  • Special Needs Protection

  • Simplify Complex Estates

  • Create Multi-generational Wealth

  • Avoid Family Fighting & Splurging

Is Your Living Trust Up to Date — and Your Retirement Income Secure?

Complete this quick 60-second form to get your free trust review, make sure all your assets are aligned with your estate planning documents, get your questions answered, and see if you qualify for a $300 discount on restatement or creating a new revocable living trust.

Request Your Free Trust & Retirement Review!

Do you currently have a Revocable Living Trust?

These reviews take about 45 minutes to an hour in person, so I can review your documents properly. Do mornings, afternoons, or evenings work better for you?

Are you retired or planning to retire soon?

What are your top concerns right now?

(Check all that apply)

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TESTIMONIALS

What Others Are Saying...

"Personal Help from Daniel"

Daniel took the time to meet with us in our home and explained everything clearly. He helped us review our trust, organize our finances, and feel confident about our retirement plan.

- John & Linda R., Riverside, CA

"Legal Trust Support"

“We didn’t realize our trust was outdated and missing important assets. Daniel guided us through the review and connected us with a trusted legal service that saved us money and stress.”

- Maria S., San Bernardino, CA

"Beneficial Legal Support"

“Our family needed to update an old living trust, but we didn’t know where to start. Through Daniel, we connected with Beneficial Legal and got everything done quickly and affordably. They were professional, patient, and made sure our wishes were clearly documented.”

- The Ramirez Family, Ontario, CA