Legacy Planning Expert

About Kris Miller

Kris Miller feels a special commitment to helping those in need build their wealth and protect their hard-earned assets from catastrophic illness and long-term care. Since 1991, Kris has joyfully served hundreds of individuals and families, tailoring long-term,  personalized financial plans for them that carefully preserve their principal and maximize returns. She has educated thousands on the importance of planning for their legacy through her workshops and courses.  Kris has been recognized for her work with the senior community in her hometown of Hemet, CA.  She is a member of the prestigious National Speakers Association and a practiced presenter to a multitude of audiences. 

 

CREDENTIALS:

  • Certified Senior Advisor and Estate Planning Specialist for over more than 20 years.
  • Owner and operator of “Trusts Unlimited”, a legal and financial document preparation service.
  • Legal document assistant licensed by the State Bar of California.
    Member of the “Society of  Senior Advisors.”
  • Licensed by the State of California to offer Life Insurance and Long Term Care Insurance.
  • Experienced presenter, speaker, and coach offering seminars and workshops on retirement and estate planning, which have been successfully utilized throughout the United States by individuals and groups from corporations to community centers.
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