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Our agents are registered and bonded with the State of California under the Legal Document Assistant registration. Our team is on a mission to raise awareness of one of the biggest problems facing Americans, leaving assets unprotected and exposed from various creditors, lawsuits, divorces, liabilities, lengthy and expensive probate litigation process, and lastly unknown relatives.
A key component of your estate plan that includes guidelines for how to manage, administer, and distribute your assets both during your life and after you pass away. State specific Trust.
A type of trust that cannot be modified, amended, or terminated without the permission of the grantor’s beneficiary or beneficiaries.
The legal procedure of appointing a guardian determines who will take over, in the event that you are unable to care for your children or any other person you are responsible for.
This document outlines who should receive your assets after you pass away. Upon your passing, if you only have a will, your estate will go through probate, and a court will make sure your assets are distributed according to your will. This is a public court process.
This is a document that authorizes you to put someone you trust in charge of your financial decisions if you become gravely ill or unable.
You can designate a person or people to make a health care decision on your behalf if you are unable to do so on your own using a durable power of attorney for healthcare.
The durable power of attorney for health care is more inclusive because it covers any illness or medical procedure you might require.
This gives the health care providers for the dependent adult, authorization to release otherwise confidential medical information to their agent.
A list of the assets you own through the Trust and are governed by its rules. As assets for the Trust are added or removed, this is easily updated.
This legal document can be used to certify both the existence of a Trust as well as to prove a trustee's legal authority to act.
Funding the Trust is the act of transferring assets to the Trust. With the purchase of the living trust package, you will receive instructions on how to fund your trust.
Don't wait for uncertainties to arise – take charge of your future now. Our proactive approach empowers you to shield your assets and ensure your family's well-being. By acting today, you create a resilient foundation that safeguards your legacy and provides peace of mind for whatever tomorrow may bring
We provide you with a questionnaire that includes all the basic information related to your will or trust document. Upon receipt of your answers, we prepare your will or trust documents tailored to your response. After you have taken some time to review the draft version of the documents, we will proceed by printing and preparing your binder for delivery.
Personalized Plan
One of our agents will be on hand to review your questionnaire under your direction.
Interview
One of our agents will be on hand to review your questionnaire.
Generate Your Document
Your legal document will be generated for your careful review and final approval.
Delivery of Living Trust Binder
Congratulations! We will print and present final binder for execution of notarization.
Once you complete the final revision, your document will need to be notarized. Schedule an appointment with Essence Notary Public at (661)675-5177 for in office or mobile notaries. To book an appointment, use their calendar here.
It is the sole duty of the Grantor to fund and record Deeds with their County Recording Office in order for the Living Trust to be recognized as a funded. For scheduling with Udeed, schedule your appointment here.
We at Nationwide Trusts, Wills, and More are aware of how challenging it may be to find a notary public when you need one, and because we do NOT include this service as a part of your Living Trust and Will plan, we have put together a list of resources to assist you.
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Our assistants are available to answer questions you might have regarding the service and process we take to create your last will and testament and/or trust. Fill out the form below with your question, and our knowledgeable team will be swift in providing you with the guidance you need. Your concerns are important to us, and we're dedicated to ensuring that you receive the information necessary to make informed decisions for your future. Let us be your trusted resource on your estate planning journey.
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Anthony Aguilar | Registration No: 2022266226 | Exp. 12/07/24 | Registered in Los Angeles County | Member of CALDA
Nationwide Trusts, Wills and More is not a law firm, State or Government agency, and cannot represent you. Our Legal Document Assistants and Staff members are not attorneys and cannot give you legal advice. We work solely under your direction. We are not a one size fits all program and should not be used as a replacement for an attorney. We recommend you speak with an attorney for complex or exceptionally large Estates. The information you obtain on this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters, and electronic mail.