Trust & Fiduciary Services

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Manage and grow your trust with the help of CaMu Document Services. With more than 16 years in the retirement and estate planning fields, our Valencia-based fiduciary financial advisors understand the intricacies of creating the best possible living trust for your needs. We can help to simplify even the most complex processes to help you feel on top of your finances, from effectively managing your assets to transferring wealth as you so choose.

Set Up A Trust

Setting up a trust is the best way to centralize your assets. From cash to property and stocks to business interests, with a trust, you can manage it all with ease. We will happily act as your trustee and handle all the details — allowing you and your loved ones to spend your time enjoying the benefits while we take care of the paperwork. Our fiduciary advisors can manage all the administrative duties, from distributions to record keeping, and we can even assist you with accounting and taxes.

As your trustees, we have a fiduciary duty and legal obligation to responsibly handle your trust and everything included within. We adhere to the strictest regulations and industry standards to ensure you feel confident in our services and approach to your trust.

Contact Us To Begin

To learn exactly what CaMu Document Services can do for you, be sure to get in touch with us today. We look forward to helping you develop a trust with confidence.

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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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