Revocable Living Trust

​

Everyone should have a living trust! A living trust (sometimes called a "revocable" trust) is a written legal document through which your assets are placed into a trust for your benefit during your lifetime and then transferred to designated beneficiaries at your death by your chosen representative, called a "successor trustee."

 

I have been doing this for my real estate clients for the last 25 years and I am opening the service up to anyone who needs to protect their property and valuables from creditors and others. This also insures your property will not go into probate upon your death.

 

I have created a Trust Package that gives you everything you need to protect you and your loved ones!

​

The package price is $495 and includes:               CLICK HERE to order the package

• Trust Instructions                                           which will be emailed to you                    

• Revocable Living Trust Agreement                                                 

• Certification of Trust                                      CLICK HERE  to order the typed package,        

• Do I Need A Tax ID#?                                  which will be mailed to you                                

• Tax Form (If Needed)                                                                  

• Quit Claim Deed                                         You may also call to order either package

• Letter To Insurance Agent                                (951) 318-6420                              

• Power of Attorney

• Last Will 

• Healthcare Directive

• Trust Amendment

​

With these documents, there is no need for an attorney. You simply fill in the documents with your information. You then get the documents notarized to make them legal. Then you need to keep them in a safe place and give a copy to beneficiaries and the successor trustee you will name in the trust document. The only document you will show to the bank or anyone needing verification that you have a trust is the one page "Certification of Trust".

 

I email these documents to clients and they fill them out and get them notarized.

 

You’ll fill in secure information such as your bank account information.

 

Don’t forget that the documents will need to be notarized to make them legal.

 

You can take them to your local notary (Postal Annex, UPS Store or other) or you can call a mobile notary to come out and notarize the documents for you. They usually charge a fee per signature. You’ll have one signature for the “Revocable Trust”, one signature for the “Certification of Trust” and one or more signatures for the “Quitclaim Deed” (which places your property into the trust name).

 

Very important! If you are doing a reverse mortgage, you need to close on the reverse mortgage first, then put your home in the “Revocable Living Trust” and send your lender the “Certification of Trust”.

 

Please ask me if you need information on Reverse Mortgages. I am a licensed loan broker and I can provide you a quote on a reverse mortgage.  

​

* I have added a service on request from clients.

For clients that need the documents typed for them, I can type the documents and email them to you so all you have to do is print them out and get them notarized. If you can't print them out yourself, I can type them, print them out and mail them to you or you can pick them up. If you need this added service, the cost for the Trust Package is $595.

​