Name: Trust & Estate Plan
Address: 1777 Borel Pl, San Mateo, CA, 94402
Telephone: 844-687-3782

Services

Client Interview (2 hr)

Confidential Client Interview - this is where we get to learn about you and your estate. We will discuss and identify each family member that will be listed in the trust, and who will be acting as your agent, attorney in fact, trustee, and beneficiary. Also, we will ask about the value of the assets in your estate and how you would like them distributed. And finally, we will also cover your end of life decisions, burial wishes, and life insurance policies.

Consultation (1 hr)

Meet with your Trust Advisor.

Educational Workshop (1 hr)

This is a single 1 hour educational program designed to teach or introduce to participants an Overview of the California Revocable Living Trust, The Role of the Trustee, and Managing Trust Assets. Our workshops have several features in common: They're generally small, usually from 6 to 15 participants, allowing everyone some personal attention and the chance to be heard. Designed for people who are working together, or working independently on an Estate Plan for their family. Conducted by Russell Albright who has real experience in the drafting of trusts and managing estate plans.

Phone Consultation (1 hr)

Ask the Trust Advisor about how we can help you with your Trust and Estate Plans.

Trust Amendment (1 hr)

Our Trust Specialist will discuss with you what changes you are looking to make to your trust and estate plan. A Trust Amendment is a legal document that changes specific provisions of a Revocable Living Trust but leaves all of the other provisions unchanged.

Trust Document Signing - Single Settlor (1 hr)

Signing Your Trust Documents in Front of a Notary - To create a valid living trust, you must sign the trust document. In most places, a living trust document, unlike a will, does not need to be signed in front of witnesses. But you do need to sign your living trust document in front of a notary public for your state. If you create a shared living trust, both of you need to sign the trust document in front of the notary. If anyone challenges the authenticity of your signature after your death, the notarization will serve as evidence that it is genuine. And some institutions (stock brokerage houses, for example) may require that the signature be notarized before they will transfer assets into your name as trustee.

Trust Document Singing - Joint / Married Settlors (2 hr)

Signing Your Trust Document in Front of a Notary - To create a valid living trust, you must sign the trust document. In most places, a living trust document, unlike a will, does not need to be signed in front of witnesses. But you do need to sign your living trust document in front of a notary public for your state. If you create a shared living trust, both of you need to sign the trust document in front of the notary. If anyone challenges the authenticity of your signature after your death, the notarization will serve as evidence that it is genuine. And some institutions (stock brokerage houses, for example) may require that the signature be notarized before they will transfer assets into your name as trustee.

Trust Draft Review (2 hr)

A thorough review for completeness and accuracy of the first draft of your Trust and Estate Plan. Once you have approved the draft the next step is to set an appointment for the final copy to be printed and notarized.

Trust & Estate Plan

Services

Services

Client Interview (2 hr)

Consultation (1 hr)

Educational Workshop (1 hr)

Phone Consultation (1 hr)

Trust Amendment (1 hr)

Trust Document Signing - Single Settlor (1 hr)

Trust Document Singing - Joint / Married Settlors (2 hr)

Trust Draft Review (2 hr)

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General Info