We Care About

YOUR FUTURE

Learn More

About Us

When you are planning for your financial future, and for the financial future of your family and loved ones, it’s important to find a team you can trust. At CaMu Document Services, our fiduciary advisors are fully objective and transparent, and we always hold your best interests in mind. Our approach is not to “advise” our clients,

Since a prescriptive attitude can make it seem as if we are telling you what to do. Rather, our mission is to educate and empower you to make confident and informed decisions to reach your financial goalsWhen you

Read More

Our Services

There are many variations of passages of Lorem Ipsum available,
but the majority have suffered alteration in some form,

Trust & Fiduciary Services

Read More

Transfer To Trust

Read More

Power Of Attorneys

Read More

What Is A Living Trust?

In the simplest terms, a living trust is a legal document that collects a variety of assets and appoints someone to handle these assets for the best interests of the trust’s eventual beneficiary. Living trusts are created during the original asset holder’s lifetime, and they are designed to streamline managing and passing on a large or complex estate.

SThey can bypass the extensive, complicated, and public legal process of probate, and facilitate the easy transfer of the

Read More

FAQ’s

What Is A Living Trust?

In the simplest terms, a living trust is a legal document that collects a variety of assets and appoints someone to handle these assets for the best interests of the trust’s eventual beneficiary.

So Why Would Anyone Choose Irrevocable Trusts?

Although at first glance revocable living trusts are the superior choice (and arguably, for the majority of Americans, they are), there are several circumstances in which a person may benefit more from an irrevocable living trust.

Revocable Vs Irrevocable Trusts — Which Type Of Trust Is Right For You?

In the end, choosing a revocable or irrevocable trust depends on what is most important to you to prioritize. Revocable trusts preserve control and flexibility in handling your assets, but leave those assets more vulnerable to being used before they reach their intended heirs.

Revocable Living Trusts?

In revocable trusts, the trust creator can designate themself as the trustee, thereby continuing to directly manage all of the trust’s assets while they are still alive. Additionally, whether or not they name themself as the trustee,

Contact Us

Testimonials

Subscribe

Our Newsletter