TRUST OR RESTATEMENT OF TRUST PACKAGE (INDIVIDUAL) INCLUDES TRUST, POUR-OVER WILL, CERTIFICATE OF TRUST, HEALTHCARE DIRECTIVE, FINANCIAL POWER OF ATTORNEY AND ESTATE FOLDER
A living trust is a trust created during a person's lifetime to either save money on taxes or set up long term property management. All living trusts are designed to avoid probate proceedings and may in addition be used to reduce taxes, safeguard financial privacy, and to regulate the use of assets if the owner becomes incapacitated, and for other purposes. Living trusts are often used because they may allow assets to be passed to heirs without going through the process of probate. Avoiding probate will normally save substantial costs (the probate courts, in some states, charge a fee based on a percentage net worth of the deceased), time, and maintain privacy (the probate records are available to the public, while distribution through a trust is private). A living trust may be amended or revoked by the person creating it (commonly known as a "trustor," "grantor" or "settlor"), at any time during the trustor's lifetime, as long as the trustor is competent.
The Preparation of the Living Trust.
The Preparation of a pour over will.
The Preparation of a Certificate of Trust.
Financial Powers of Attorney
Preparation of any and all transfer deeds needed to fund the Living Trust.
Arrangement of notarized signatures from the comfort of your home.
Record completed documents (Recording fees not included)
Unlimited revisions for 30 days along with lifetime customer support.
PACKAGE PRICE: $700
why prep xpress
-Californians have long desired a Legal Document Preparation Company that embodies the core principals of a concierge service. It has become increasingly difficult and extremely time consuming for a person to navigate the California Judicial System on their own. Even after you spend countless hours attempting to prepare your own documents, you have to spend another full day in Court trying to file your documents. If your documents are rejected, guess what, you start all over again. Sounds like fun right?
Other Companies have attempted to fill this void to no avail. While they will assist you in preparing your documents, they leave it up to you to file and subsequently serve your documents. You still end up confused and frustrated with the process. Prep Xpress has formulated a system that allows you to handle everything from the comfort of your home.
Speak with one of our Representatives.
Ask a Question.