Tracy Smith is amazing. In preparing my Living Trust, she expertise guided me to help create a Trust that I am happy with and has given me a peace of mind knowing my assets will go to whom I want when I pass, while avoiding taxes and probate hassles for my loved ones. The price for her services is very reasonable, and for that you get A-1 customer service. The final product while very comprehensive, is very well organized and professionally presented. Tracy gets my highest recommendation! read more

Tracy and team performed our revocable living trust and we could not be happier. This is now the third trust we have done with her. The notary was also great and explained everything in detail and with great detail. Her number is 951-535-9525. read more

I was looking for someone to create my Living Trust and was recommended to Tracy Smith. We had a phone conversation and she took time to answer all my questions She prepared all the documents and we met a short time later with her notary Cristina De Los Santos. Both were very knowledgeable, polite and professional! If you are looking to make a Living Trust I Highly recommended this team! read more

We did our trust setup with Pacific Security Financial and entirely are very satisfied. Tracy Smith did a wonderful job: absolutely professional, she always was available to us to discuss/explain various questions or issues. Moreover: reliable and constant contact/ communication, immediate responses, detailed explanations regarding each point. On top of that Tracy is a very nice and friendly person, cared for each of our concerns promptly and patiently. Thank you so much, dear Tracy - and also many thanks to Christina De Los Santos, who accompanied Tracy, did the notary and also was very politely and professionally doing her job. All in all - great results for an absolute fair price! We will definitely recommend you! Warm regards and all the best to you. Marion & Andreas read more

Tracy Smith is a well referred resource for all of your trust and planning needs. I have used her for my trust and last will and testament. She is extremely well versed in it all and can help you understand how everything all ties in together and how best to set everything up based on your individual needs and situation. If you dont know where to even start, start with her and she will point you in the right direction and give you the guidance you need. Highly recommend! read more

We needed a family Trust setup and went with Pacific Security Financial. Tracy Smith and Cristina De Los Santos made the process smooth and efficient. They were professional yet super kind and helpful during the entire process. If you're looking for a great team to help secure your families future this is the place. 951-535-9525 read more

Tracy Smith is a rock star! She did a home visit and sat down with me and my husband to create a living trust. Her knowledge and experience is phenomenal! She was thorough and answered all our questions without hesitation! She definitely gave us peace of mind and ensured we had our future secured after we're gone. She has done this work for decades. At another time, she met with my daughter and her husband. Their situation is different because they own a small business. Tracy also gave them peace of mind. We highly recommend her. Do not put off doing this for your family especially when tomorrow is never promised. Tracy is very personable and very engaged. She encourages the questions because she's transparent. She has a long history of helping people and so happy to have met her! read more

I needed a trust. I was highly recommended to Tracy. She was very knowledgeable, prompt and easy to work with. I have a complicated estate. She answered all my questions and was able to customize my living Trust to my exact needs. I highly recommend Tracy! read more

Pacific Security Financial - Phone number 951 956-4131 - Wills, Trusts, & Probates Near Me - Winchester, California

Had trust with them since 2005 or so. Had to update due to wives passing. Contacted tracy feb2023 and two or three other times that year. She would respond then nothing. Finally got something going this year. I understand it takes time to do this but it's a month or more for each thing they want. Getting the ein took a while, but do they not know how to do this and the info they need? Is like do one thing, wait,ask for more info, wait again. I tried to call but phone won't go thru for some reason. read more

We scheduled an appointment with Tracy Smith from Pacific Security Financial Services because our living trust was last updated in 2016 and needed to be amended as some beneficiaries had passed away and we wanted to change the executor. Tracy reviewed our existing trust and very honestly told us that it was originally written very well but would need to be amended by our lawyer who wrote it. Tracy explained that our three hour visit with her that day was free of charge and that she would be happy to go step by step through our changes so we would know exactly what to tell our original lawyer. After sitting with Tracy for a few hours and learning about each other, we were so impressed with her that we decided to have her create a new living trust for us. Our lawyer was not local and did not specialize in trusts, Tracy and her team have worked on trusts for over 30 years and the way she treats her clients is what influenced us. Tracy knows so many intricacies about trusts and builds a relationship that will last, she will be there for her clients annually for a checkup and will also be there if a client passes away as a friendly face in challenging circumstances to assist in navigating and executing the trust. WOW! If you have children, own property and assets that you want to be passed down avoiding probate and other obstacles than you owe it to yourself to set up a living trust. Tracy Smith and Nicole Dominguez are true professionals, call her at (951)956-4131. read more

Pacific Security Financial - Business card - Wills, Trusts, & Probates Near Me - Winchester, California

Tracy Smith did an excellent job helping us with our living trust. She is very knowledgeable and knows her stuff. Not only did she advice us in our planning she has also become someone who we will always keep in touch with when things need to be updated. This company saved us a lot of money when it came down to planning. I highly recommend her. read more

Pacific Security Financial - The binder it comes in is really nice - Wills, Trusts, & Probates Near Me - Winchester, California

Nicole came to the home and was very thorough in explaining the process. The documents were prepared in a few days and she came back to the house and went through everything completely! Very professional and friendly start to finish! read more

LIVING TRUST AND WILLS. I would like to send a shout-out to Tracy Smith (951-956-4131) for her exemplary performance in the preparation of our Living Trust!!! This is a cumbersome and tedious undertaking however, she displayed patience and professionalism throughout the entire process. Tracy is meticulous and detail oriented with vast experience. The final product was exceptional in all aspects. According to Bank of America, Navy Federal, and Edward Jones, her fee is hundreds less than others. read more

LIVING TRUST I wanted to give a shout-out to Tracy Smith for walking us through the process of setting up our living trust. It was a quick, simple process and finally gave us piece of mind to our family by now having all our affairs in order. Thank you Tracy for all your guidance and professionalism! read more

Tracy is the most knowledgeable consultant when it comes to Trust and Living Wills. She walked me through the whole process and was patient with me. Not only she did our Trust we became a very good friend. Tracy loves her clients and she's been in this business for a very long time. I got my Trust like more than 10 years ago and Tracy was there very concern that we do an amendment immediately. All through these years she still doing what she loves to do helping people to be prepared and protected with they hard earned money and assets. Thank you Tracy ! read more

I highly recommend Tracy Smith at "Pacific Security Financial ". Outstanding service and can answer any question you have. Cell - 951-956-4131. I trust her with all my financial needs. read more

My wife and I first meet with them and Tracy S about 2004 . we needed to update our living trust. We found out our previous person did not even file our trust. Tracy S talked with us about what we wanted and took care of it all. She suggested different ideas and we decided on the correct plan. We recently redid our trust to change things concerning our grandchildren. Again everything nice and easy. We told her want we wanted done,she came back with ideas and then brought us a new trust. I recently had to ask her where certain pages were in the trust that I needed and she,from memory,told me where to find them. Great job on her part We will be going back to her soon as we will be getting another grandchild to include. Wouldn't go anywhere else and highly recommend them and especially Tracy for your needs. read more

I'm so so happy that I came across pacific financial about 10 plus years ago! We knew we always wanted to do a trust but we're concerned about cost with being a young family and had no idea where to start! Wow!!! So glad we met Tracey over the past 10 years she has been there for me and so many of my family members and with the passing of my grandma who also used her services. When it came to decisions to be made everything was documented and where it was suppose to be in her binder and when I did have questions she was always there day or night to help! We've recently updated our trust with her again. I absolutely would use Tracey over and over again. She is honest, knowledgeable and reasonably priced. She continues to check in with you over the years! read more

If you're looking for someone to do your living trust I would highly recommend Tracy Smith. She is very knowledgeable, professional and walks you through every step of the way. It was a great experience and she comes to you! I found her through recommendations on the next door app. Thank you to everyone who left her name and information. read more

Pacific Security Financial - Wills, Trusts, & Probates Near Me - Winchester, California

We needed to redo our living trust and found Tracy Smith at Pacific Security Financial. We are so glad to have found her as we felt like it was a reasonable price and that Tracy was very knowledgeable and so helpful! We were also impressed with how she was able to get it done in a timely matter! We highly recommend her not only for her knowledge, but for her warm and considerate personality! read more

Tracy was very knowledgeable re: setting up our trust. She guided us through the process in a very easy method, so we really understood. I feel confident in her abilities. I would highly recommend her. read more

Pacific Security Financial is the company you want to go with living trusts and more ask for Tracy Smith if want honesty, compassion, truth go with pacific Security Financial. Especially Tracy Smith awesome person on all levels.... read more

Tracy S did our original trust back in 2006 and we recently updated our trust with her. Tracy is very thorough and we always feel so comfortable with her. A trust can be a very daunting undertaking and her knowledge and patience makes it a very pleasurable experience. You come away feeling secure that your loved ones are taken care of and that she is only a phone call away. Tracy walks you through the whole process, answering any questions or concerns. We highly recommend her to anyone considering a living trust. Tracy R. read more

My wife and I had been wanting to create a living trust for a while, but didn't know where to start. Our good friends referred us to Tracy Smith at Pacific Security, and we are very happy to have worked with her. She is very knowledgeable , attentive and great to work with. read more

Pacific Security Financial is an amazing company ! In doing comparisons, Pacific Security Financial is affordable - they do not gouge you with added extra fees, all the while protecting your assets from Probate. Tracy is helpful, knowledgeable, explains every detail regarding Living Trust & Wills and is available just by picking up the phone. Honesty and Integrity are the 2 words that come to mind when thinking of Tracy and Pacific Security Financial ! 5 Stars, A+++++++ read more