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Our Team

Financial, Estate, & Medicaid (Medi-Cal) Planning

Asset Preservation

Cass​idy Wright

Client Services Coordinator

I was born and raised in Bakersfield and recently graduated from the University of Nevada, Las Vegas with a Bachelor of Science degree in Business Management.  I worked in retail for over five years and also had a chance to gain experience as a customer service professional with H&R Block. I was eager for a career change and am beyond excited to be able to work with the family business and learn new skills in a field I am excited about. My goal is to ensure that our clients' assets are protected so that they can spend more time enjoying the things they like to do.  My hobbies include spending time with family and friends, going to the beach, and watching movies.

Clients are free to engage independent legal counsel.

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ADVANCED ESTATE PLANNING

Phone: 1-833-MY ASSET

 OR 619-581-9591

Email: info@advancedestateplanning.com

Disclaimer:  We are not a law firm or a substitute for an attorney, law firm​, or legal advice. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies.Advanced Estate Planning is a California Registered Legal Document Assistant. We are not a law firm nor are we engaged in the practice of law. Our services are “Self-Help Legal Service” as defined in California Business and Professions Code 6400(d)(1): “Completing legal documents in a ministerial manner, selected by a person who is representing himself or herself in a legal matter, by typing or otherwise completing the documents at the person’s specific direction. Use of the word “plan” in phrases such as “Estate Plan” or similar is intended to convey the components of commonly bundled estate planning documents and does not imply the legal sufficiency of any particular combination of documents as appropriate for your specific situation. Any educational material on this site was created and approved by a California-licensed attorney and has been provided by Advanced Estate Planning as a means of assistance in the creation of your own legal documents. Communications between you and Advanced Estate Planning are protected by our Privacy Policy but not by the attorney-client privilege or as work product. We are not a law firm or a substitute for an attorney, law firm, or legal advice. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms or strategies. San Diego County LDA #241 Exp. 07/22/2026.
Medicaid Services have restrictions and are seperate from any LDA. Services. Legal advocate in a non-attorney capacity
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