Living Trust Preparation


Living Trusts

Preparing Living Trusts is a large part of our business. More people have discovered the benefits of having a Living Trust. Our trust will spare your loved ones from the delay and expense of a probate. Your beneficiaries are able to receive the assets you gift to them without undue delay. Our Living Trust can be amended or revoked at any time. Our quality Living Trust package will be yours without the high cost of attorney’s fees or the pressure of investment sales.

We Prepare a Complete Living Trust Package

Our trusts always include the following: The Living Trust, A Schedule of Assets, A Certification of Trust (Abstract), A Pour Over Will, A Durable Power of Attorney, An Advance Healthcare Directive (HIPPA Qualified) AND….A $200 bonus: FREE Notary Service & FREE Trust Transfer Deed (includes Preliminary Change of Ownership Report).

JUST DOCUMENT PREPARATION IS THE BEST SERVICE TO PREPARE YOUR LIVING TRUST

Our clients get personal attention from a professional and friendly staff. Don’t risk preparing an incomplete package when using an online service. Make sure your Living Trust is prepared quickly, correctly and completely with no surprise costs. Click here and read Do I Need A Living Trust?

“No middle class family should be without a Living Trust”, Forbes magazine.

The Best Choice for Living Trusts

  • Bonded and registered as required by California Business & Professions Code §6400
  • We Have been preparing Living Trusts since 1996
  • Most of our business comes to us through referrals from our satisfied clients
  • Flat fee & clear upfront pricing mean no surprises
  • Same & Next Day Appointments Available
  • More 5 Star Reviews Than Any Other in the Local Industry

What Our Clients Say

What I received in professionalism and human kindness I would have gladly paid twice the amount I paid for Annette and her staff’s Services.
V. Murray, Highland, CA

Annette, Thanks so much for all the direction provided… You’ve been a godsend, and we’ll be forever grateful. With great appreciation
D &B Palmer, Riverside, CA

View All Our Testimonials Here

Get In Touch

If you have any questions, please complete the form below and we will contact you as soon as possible, usually within 24 hours.

All submissions are confidential. Privacy Policy

Click Here for Office Locations, Directions and Phone Numbers

Your Name (required)

Your Email (required)

Your Phone (optional), if provided we will attempt to contact you by phone before email.

Subject

Your Message