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

View All Our Testimonials Here

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

The Importance of a Living Trust

Although difficult to believe, nearly every single person has an estate and this includes you. An estate consists of everything a person owns.  An estate consists of not only homes, business, financial accounts, life insurance policies, and investments, but also furnishings and personal items. Despite the size of the estate, nearly every has one and it is vital to recognize how it will be controlled when a person can no longer do so.

Most individuals work tirelessly to acquire the possessions and the wealth they own. Years of hard work and dedication can often be reflected by the possessions a person has. More people should be concerned with how their estate will be handled when they can no longer take care of it themselves. In order to take control of how your property will be managed if you are unable or how it will be distributed after your death, documents providing directions can be prepared in advance.

This planned and prepared set of documents is known as estate planning. Naming the people or institutions who will receive your estate as well as who will be in charge to help facilitate those transfers is a major component of estate planning.  The documents can address specific property items as well as specific directions on how to handle those. Estate planning commonly includes other important documents such as durable power of attorneys and medical directives in the event of incapacitation.

The Process of Estate Planning Can Be For Anyone – There is a common misconception that the process of estate planning is only for those who are either retired or very wealthy.  Life is very fragile, and because of this, it is important to plan for the unexpected.  Doing so can protect your loved ones from unnecessary costs, delays and court involvement. Regardless of your age, if you have some form of an estate, you can eliminate a lot of future headaches if you plan in advance.

The Repercussions of Not Planning – Putting off the planning of your estate can turn into a nightmare for your loved ones. If you think that you don’t have enough assets, or that you’re not old enough, or you are too busy to begin planning, your loved one may be left behind with a huge burden that sometimes causes unnecessary conflict.

If you do not have a plan, California has one for you which could take place in probate court and it won’t necessarily be the same plan that you have in mind. In the event of mental incapacitation, the court can control how your assets are taken care of, not your family.  In the event of death, your assets will be distributed according to your state’s probate laws.

Plan Ahead – The matter of estate planning affects the way in which your assets are taken care of once you are no longer able to take of them yourself. If you have a family or other loved ones, this important action will impact them the greatest. Why not start your estate planning now, while you still have the full ability to do so?

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