In 1991, Charlotte Merrill identified a need in the community for estate planning guidance. Over the years, she has worked closely with community and senior centers to provide top-quality service and support to those in need. With the steady growth of the business, she invited her granddaughter’s husband, Jake Richards to handle the day-to-day needs of the business.
Today, UCES continues to uphold Charlotte’s hard work by providing expert estate planning and financial services to individuals and families throughout Southern California. We have continued to tailor solutions to help people achieve their financial goals. Our range of services include estate planning, financial planning, trust creation, annuities, long-term care coverage, and other life insurance products.
We work alongside a team of seasoned professionals comprising attorneys, financial planners, and insurance agents, all committed to delivering the highest standards of professionalism, ethics, and integrity. With our expertise and commitment to excellence, UCES is dedicated to helping our clients achieve a secure financial future.
United California Estate Services 