Full Package Living Trust

Start at the very beginning with trusted advisors to set up a new trust with confidence through CaMu Document Services by your side. We can assist you in creating a Living Trust that meets your needs and will help you reach your long-term goals.

 

Why Partner With Us?

Since 2003, our team has worked tirelessly to make sure that our clients understand all of the legalities of Trust and Will and how it can affect their estate planning options. Our approach is educative and collaborative, rather than prescriptive — instead of telling you what you need to do and how to manage your money, our advisors want to empower you to make educated decisions on your own.

Living trusts cost thousands of dollars to set up, but our full-living trust packages are among the most affordable on the market. Our estate planning professionals have optimized and streamlined the process for you to save valuable time and hundreds of dollars.

Setting Up A Living Trust

We will be with you throughout the process to help you set up a living trust. This process includes:

  • Deciding what you need to include in the trust
  • Gathering the required paperwork, including certificates, deeds, and policies
  • Deciding on a sole granter or a shared trust
  • Choosing beneficiaries and a successor trustee
  • Preparing documents and finalizing the details

Setting up a trust can be a complicated process, but our team is by your side to resolve your concerns and queries you may have. With 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 and get started.