Orange County Estate Planning Custom Living Trust Document Setup Expanded

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Orange County estate planning firm Living Trust Nationwide announced the launch of a custom living trust document service. Clients can customize their living trust and estate planning documents with assistance from a dedicated estate planner and receive complete, ready-to-sign physical documents.

Orange County estate planning firm Living Trust Nationwide announced the expanded availability of its custom living trust document service. The service includes a full document customization walkthrough session with an estate planning specialist.

More information about Living Trust Nationwide is available at https://livingtrustnationwide.com

The recently expanded living trust customization service is now available nationwide, helping individuals and families take the first step towards creating a living trust to protect their assets from probate and high fees.

Living trusts are legal tools that allow a settlor—the owner of movable or immovable assets—to transfer these assets into a trust while they are still alive. This trust is overseen by a trustee who is 100% in control of the protection of these assets and selects a trusted person as a direct healthcare and finance if you are temporarily or permanently incapacitated.

Living Trust Nationwide specializes in creating living trust document packages customized to a client’s needs and all state-specific requirements. Living trusts help families avoid certain real estate taxes, income tax, and gift taxes while protecting their beneficiaries from the high cost of probate.

The Greater Los Angeles estate planning company has a 4-step plan to help clients customize their living trust documents and deeds to real estate. Clients fill in a 60-second worksheet that lists successor trustees, agents, and beneficiaries, discuss all real estate plans with an experienced nationwide estate planner, and review the draft of the document over a second call.

Living Trust Nationwide offers a custom document delivery service that delivers a physical copy of a client’s customized living trust document, ready to sign. The living trust package includes the trust document, Power of Attorney, healthcare directive, guardianship of minor children, HIPAA waiver, burial instructions, personal property assignment, and a deed for real estate. Clients may also request a special needs trust, charitable remainder trust, irrevocable life insurance trust, qualified personal residence trust, dynasty trust, or family foundation.

Visit https://www.livingtrustnationwide.com for more information about affordable state-specific living trusts.

According to a spokesperson for Living Trust Nationwide, “As a team of nationwide estate planning experts, we understand the importance of creating a customized living trust document. Our live advisors make the process of creating and customizing documents as easy and affordable as possible.”

Living Trust Nationwide is a full-service estate planning firm based in Orange County, CA, serving clients in all 50 states. Since 2002, the firm has helped individuals and families plan their finances, protect their assets, and convey these assets to their beneficiaries.

For more information about creating a custom living trust online, visit the links above.

Contact Info:
Name: Rob Stoddard
Email: Send Email
Organization: Living Trust Nationwide
Address: San Clemente, California 92672, United States
Website: https://livingtrustnationwide.com

Source: PressCable

Release ID: 88998515