Start at the very beginning and set up a new trust with confidence with CaMu Document Services by your side. We can help you create a living trust that meets your needs and will help you reach your long-term goals.
Why Partner With CaMu?
Since 2003, our team of professionals has worked tirelessly to ensure that our clients understand all of the legalities of a trust and how it can affect their estate planning options. Our approach is collaborative and educative, rather than prescriptive — instead of telling you what to do and how to manage your money, our fiduciary advisors want to empower you to make educated decisions on your own.
Our full living trust packages are among the most affordable on the market. Although living trusts usually cost thousands of dollars to set up, our estate planning professionals have streamlined and optimized the process for you to save you hours of time and hundreds of dollars. Make sure you’re fully prepared for your future by working with CaMu to set up your trust today.
Setting Up A Living Trust
We’ll be with you every step of the way as you set up your living trust. This process includes:
- Deciding what you want to include in the trust
- Gathering necessary paperwork, including deeds, certificates, and policies
- Deciding on a shared trust or becoming the sole granter
- Choosing beneficiaries
- Choosing a successor trustee
- Preparing the document and finalizing the details
Setting up a trust may seem like a complicated process, but our team is by your side to answer any questions you may have. With more than 16 years of experience on our side, our fiduciary financial advisors are happy to help you move forward with confidence.
Get in touch with the team at CaMu Document Services today to schedule your initial appointment in Valencia and get started.
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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.
SThey can bypass the extensive, complicated, and public legal process of probate, and facilitate the easy transfer of the