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 goals.

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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.

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