Living Trust Preparation
Living Trust Preparation
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: 1 FREE Trust Transfer Deed (includes Preliminary Change of Ownership Report) & FREE Notary Service.
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.
“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.
Annette, Thanks so much for all the direction provided… You’ve been a godsend, and we’ll be forever grateful. With great appreciation
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 one 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?
HOW LONG DOES IT TAKE TO PREPARE MY LIVING TRUST?
The process of setting up and maintaining your wishes in a Living Trust are simple and the benefits that they offer often outweigh the time and costs when comparing to the alternate of not having a living trust in place (the California probate court process). While Living Trust packages can save your family and friends headache in the court proceedings as well as thousands of dollars in court and third party fees, currently they can be completed in 10-15 days by our team, sometimes sooner.
Upon an initial interview appointment where our team goes through a Living Trust sample and obtains the information for your Living Trust, we are ready to get started. Currently it takes 10-15 days before our team has completed your Living Trust, reviewed it for accuracy, and contacted you for a signing appointment. The signing appointment is where we will go over your Living Trust to confirm your wishes are laid out exactly the way you want, as well as complete the signing and notarization.
What information do I need to prepare my living trust?
When preparing to complete a living trust people may be anxious regarding the amount of information or documents they need to provide. This misconception undoubtedly prevents many people from having their living trusts completed sooner. The truth is that most of the information needed is general information such as names, relationships and your wishes for gifts. Financial assets to be placed in your living trust requiring account numbers which are easily found on statements. For real property, a current deed is needed, but no need to worry if you don’t have it as our team can access real property records online. Most of our clients do not bring more than their current deed.
Can I change my living trust later?
Another misconception about having a living trust prepared is that it is either difficult or impossible to modify later. Just Document Preparation only completes revocable living trusts, which means while you are alive you have full control to amend or revoke it. We provide living trust amendments and currently have those completed within 7-10 days. As soon as they are signed and notarized, those changes become effective immediately.
Common amendments to living trusts could include who will be in charge after you die or if you are incapacitated (successor trustee), or who will receive specific gifts (beneficiaries) and even the gifts in the living trust. Most living trust amendments do not require anything more than preparation and then notarization which means you won’t have to make more than 2 quick office visits to make sure your wishes and your living trust are always current.
Misconceptions about living trusts
- They are difficult to set up. Our team can usually have your living trust prepared and then complete the notarization making your living trust effective in less than 2 weeks. You visit our office once to provide us your wishes, and once to notarize and take home a completed living trust.
- I can’t change my revocable living trust after it is completed. All the living trusts we complete are revocable, meaning you can modify and even revoke (cancel) the living trust anytime you wish to do so.
- Living trusts are expensive. Our comprehensive living trust packages include important estate planning documents which are complete at a fraction at what a traditional attorney service charges.
- Living trusts are confusing. Living trusts place all your wishes in one place. Our trusts are organized and easier to understand so you know exactly how your wishes are laid out. More importantly they are easy for those who you place in charge to do what needs to be done to facilitate your wishes at that time.
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.