Transfer To Trust

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Transfer Personal Property And Business To Your Trust

When you set up a trust and begin to place assets within this trust, you are essentially transferring the legal ownership of these assets from you to your recipient. Many people choose to create a living trust and name themselves as a trustee, allowing them to use and control the assets within — even though these assets are technically owned by the trust.

Partner With CaMu Document Services

Transfer assets to your trust with confidence by partnering with the team of estate planning professionals at CaMu Document Services. Whether you want to transfer ownership of a home, vehicle, business, or other personal property into a trust, it’s important to get in touch with a team of trusted advisors who can help you with this process. When you turn to our fiduciary financial advisors, we make sure to educate you and collaborate with you on all aspects of setting up a trust. This allows you to make the most informed, best-possible decisions for yourself and your financial future — rather than relying on us to tell you what to do.

Who Is CaMu Document Services?

Since 2003, our team of financial planning experts has offered quality expertise and world-class education to those in Valencia who want to set up a trust. Whether you want to ensure that your business is taken care of once you can no longer run it, or pass on the deed to your home to your chosen beneficiary without contest, we can help you create the solution.

Reach out now to schedule your first consultation with our fiduciary advisors in Valencia.

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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

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