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916 370-3537

$699 Revocable Living Trust – Rocklin CA | Roseville CA | Sacramento

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$699 California Revocable Living Trust.

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$699 (Single person)

$899 (Couple)

No hidden costs.

Quality services.

No hourly fees.

Revocable Living Trust

Revocable Living Trust, Durable Power of Attorney, Advance Health Care Directive, Certified Abstract, General Transfer, HIPAA Compliant, 2 Real Estate Transfers Included, Notary.

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Revocable Living Trust

Providing Estate Planning and Revocable Living Trust services at the following California locations:

Sacramento.

Sacramento area – Sacramento County: Sacramento, Citrus Heights, Elk Grove, Folsom, Galt, Isleton, Rancho Cordova, Antelope, Arden Arcade, Carmichael, Fair Oaks, Gold River, North Highlands, Orangevale and surrounding.

Sacramento contact info page.

Tel: (916) 370-3537.

Placer.

Placer County area – Placer County: Roseville, Rocklin, Lincoln, Auburn, Colfax, Loomis, Granite Bay, Kings Beach, Meadow Vista, Tahoe Vista, Penryn, Loomis, Colfax and surrounding.

Roseville – Rocklin contact info page.

Tel: (916) 370-3537.

Bay Area.

Bay Area – San Mateo County: Menlo Park, Belmont, Brisbane, Burlingame, Daly City, East Palo Alto, Foster City, Half Moon Bay, Millbrae, Pacifica, Portola Valley, Redwood City, San Bruno, San Carlos, San Mateo, South San Francisco and surrounding.

Bay Area contact info page.

Tel: (650) 544-3382.

El Dorado / South Lake Tahoe.

El Dorado area – El Dorado County: El Dorado Hills, South Lake Tahoe,  Placerville, Cameron Park, Diamond Springs, El Dorado, Georgetown, Kyburz, Pollock Pines, Shingle Springs and surrounding.

South Lake Tahoe contact info page.

Tel: (530) 314-3757.

$699 California Revocable Living Trust.

$699 California Revocable Living Trust. Revocable Living Trusts have become extremely popular as more people discover their benefits. Property in a Living Trust is not subject to probate, which can be quite expensive and tie up an estate for months, if not years. It’s also private and does not require court supervision.

  • Protect your assets with a Living Trust. A Revocable Living Trust is a wonderful Estate Planning Tool.
  • A Revocable Living Trust will avoid probate, thereby saving the average family substantial probate fees and costs.
  • A Revocable Living Trust will help maximize tax savings in larger husband and wife estates.
  • A Revocable Living Trust will provide for asset management if you become ill and incapacitated.

$699 California Revocable Living Trust.

LIVING TRUST

Living trusts are an important estate planning tool for individuals, married couples, domestic partners, couples who choose not to get married, and those couples who cannot legally marry. A living trust is a written legal document that is created to hold and manage your assets during life and then distribute those assets to your designated beneficiaries upon your death.

It is most common for people to name themselves as trustee in charge of managing their trust’s assets. This enables you to maintain control of your assets during life. You can also name a successor trustee to manage the trust’s assets if you ever become unable to do so yourself. At death, the beneficiaries designated by you in the trust instrument will receive your trust’s assets according to your wishes.

A living trust allows you to avoid probate. At death, your named trustee (similar to the executor of a will) would gather your assets, pay any debts, claims and taxes, and then distribute your assets according to your instructions. Unlike a will, however, this can all be done without court supervision or approval. The probate process is incredibly time consuming and expensive. Fees are statutorily set and are based on the size of your probate estate. Thus it is especially beneficial for homeowners to avoid probate by creating a living trust to hold their real property.

Even with a living trust, a will is required. If you have a living trust, your will should contain a pour-over provision which states that all assets should be transferred to the trustee of your living trust after your death. The pour-over will affects any assets that are titled in your name at your death but are not in your living trust.

A living trust affords a great deal of flexibility in planning for distributions, especially when dealing with beneficiaries who are minor children and/or individuals with special needs. Living trusts allow you to manage property in trust for the benefit of the minor child until an age specified by you.

Because California is a community property state, joint living trusts are a helpful planning tool for married couples and domestic partners. Joint living trusts allow both spouses or domestic partners to hold community property in one trust instrument and then distribute their respective interests in their property upon each of their deaths.

$699 California Revocable Living Trust.

FUNDING THE TRUST

Although signed, a trust is not valid until your assets have been transferred to the trustee of your living trust. This is known as funding the trust. Deeds to your real estate must be prepared and recorded. Bank accounts and stock and bond accounts or certificates must be transferred as well.

$699 California Revocable Living Trust.

TRUST ADMINISTRATION

Depending on the type of trust created, assets may be distributed outright to named beneficiaries or they may continue to be held in trust for the benefit of the named beneficiaries. Trust administration is the process that occurs upon death. At this time trust assets are collected, debts are paid off, and the remaining assets are distributed to the named trust beneficiaries. Title of the trust assets may need to be changed where a named beneficiary acquires outright ownership or under a continuing trust.

$699 California Revocable Living Trust.

WILL

A will is a legal document that allows you to name an executor to manage your estate at death and to distribute your assets to named beneficiaries who are either individuals or charitable organizations. A will also allows you to nominate guardians for your minor children. If you die without a will, your assets will be distributed according to the laws of intestacy and not to the beneficiaries of your choosing.

Most assets titled solely in your name will be subject to your will at death. Some exceptions include securities accounts that have designated beneficiaries, life insurance policies, IRAs, other tax-deferred retirement plans, and some annuities. Such assets will pass directly to the beneficiaries and will not be included in your will. Additionally, certain co-owned assets will pass directly to the surviving co-owner regardless of any instructions in your will. Assets that have been transferred to a revocable living trust will be distributed through the trust.

A valid will does not help you to avoid the costly and time-consuming probate process. An estate that goes through the probate process is subject to steep statutory probate fees for both attorneys and executors. These fees are based on the fair market value of the probate estate and can add up quickly, especially for homeowners. Unless your estate is under $150,000 or is being left in its entirety to your surviving spouse, the only way to avoid probate is with a living trust. Any estate with real estate valued over $20,000.00 (gross) will also need to be probated, unless you have a living trust.

$699 California Revocable Living Trust.

ADVANCE HEALTH CARE DIRECTIVE

An advance health care directive is a legal document that allows you to state in advance the end-of-life decisions you would want made on your behalf should you ever become unable to make these decisions yourself. Specifically, you would decide whether you would like to remain on life support in the event of a terminal illness should you become incapacitated.

The advance health care directive allows you to appoint someone of your choosing, an agent, to make health care decisions for you when you can no longer make them for yourself. The authorized agent is allowed to access your medical information.

$699 California Revocable Living Trust.

HIPPA COMPLIANT

A HIPPA waiver or release is also an essential component of an estate plan because it allows your doctor to discuss your health and medical condition with the person(s) who have been designated to make decisions for you. Without this release, your doctor will not discuss whether you are incapacitated and the courts will have to get involved which will place an unnecessary emotional burden on family and friends, in addition to wasting valuable time and money.

$699 California Revocable Living Trust.

FINANCIAL DURABLE POWER OF ATTORNEY

A financial durable power of attorney is a legal document that allows you to name an agent who is authorized to act on your behalf with respect to financial decisions in the event you become incapacitated. The person would have authority to deal with third parties, such as banks, on your behalf.

The financial durable power of attorney allows the agent appointed by you to manage the assets that were not transferred to your living trust before you became incapacitated and any assets that you receive afterward. This power of attorney cannot replace a living trust because it expires at death, thus it cannot provide instructions for the distribution of your assets after your death.

PROBATE Probate is a court-supervised legal process that occurs at death whether you have a will or not. The probate process involves the collection of your assets, paying your debts, and then distribution of the remaining assets to your heirs or beneficiaries.

Probate is a time consuming and expensive process. A typical probate can take at least 9 months to one year to complete. A complicated estate can take more than a year to complete. Probate fees are statutorily set and are based on the fair market value of the probate estate. California Probate Code section 10810 sets out the following fees:

  1. Four percent on the first $100,000.
  2. Three percent on the next $100,000.
  3. Two percent on the next $800,000.
  4. One percent on the next $9,000,000.
  5. One-half of one percent on the next $15,000,000.
  6. For all amounts above $25,000,000, a reasonable amount to be determined by the court.

Thus, a probate estate consisting of one personal residence valued at $500,000 would result in attorney fees of $13,000. The executor would also be entitled to $13,000. In addition to statutory attorney and executor fees, a probate estate must also pay probate filing fees.

The only way to avoid the time and expense of probate, and to keep your financial affairs private, is to create a living trust.

ESTATE PLANNING PACKAGES We offer the following comprehensive estate planning packages. Please call for a complimentary meeting.

$699 California Revocable Living Trust.

Revocable Living Trust Package Includes:

Living Trust, Pour-Over Will(s), Durable Power(s) of Attorney for Finances, Advance Health Care Directive(s) & HIPPA Waiver(s), Certification of Trust, Assignment of Tangible Personal Property, and Grant Deed(s) Transferring Real Property into the Trust. $699 California Revocable Living Trust.

$699 (Single person), $899 (Couple)

$699 California Revocable Living Trust.

We offer you a complete trust for an affordable and reasonable fee which includes transferring your real property to your trust. Transferring assets is called “funding” the trust. By taking part, you are saving yourself and your beneficiaries money.

$699 California Revocable Living Trust.

We listen to you. We then prepare your living trust at your specific direction. This process is neither complicated or expensive. Probate is.

  1. Two in office meetings are included.
  2. If coming to our office any of our 4 office locations (Roseville, Sacramento, Redwood City, or South Lake Tahoe) is too difficult, we also offer mobile services.
  3. We use e-mail if you agree.
  4. We work quickly and efficiently and can turn-around a trust in very short time.

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www.QualityLawForLess.com

$699 California Revocable Living Trust.

 

 

Disclaimer: We are not divorce lawyers or family law attorneys.
We can only provide self-help services at your specific direction.

Save time and money without using a divorce lawyer, family law attorney,
or an estate planning living trust law firm.

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