Affordable Living Trust Packages
Why do you need a Living Trust Package?
You may not know what legal documents you need in order to protect your family and assets. That is why we have created affordable living trust packages that include all necessary, essential and recommended documents listed below.
Max Alavi has been recognized as a Super Lawyer, an accolade honoring his exceptional legal expertise and professional accomplishments.
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What Does a Living Trust Package Include?
Your living trust will include everything you need in order to avoid probate, minimize taxes and avoid conservatorship. Our California Living Trust Package includes the following:
Attorney consultation
One of the most important parts of the process. This conversation allows the attorney to understand your needs, make suggestions and address your concerns.
Certification of trust
Along with the Declaration of trust will be used to add new assets to the trust without cost in the future.
Signing and recording service
Professional Notary services and recording of your documents at no additional cost.
Revocable living trust
The main document that sets out the people who will benefit from your estate and who and how that will be organized.
Pour-over will
A back up to the trust in case there is an unexpected situation that happens during the rest of your life.
Personal property memorandum
Allows you to leave personal property items to people you choose.
Durable power of attorney
In the event of incapacity, the people you designate can pay your bills and take care of financial matters until your back to health.
Declaration of trust
A summary of your trust for adding new assets to the trust without cost in the future.
Advance healthcare directive
In the event of incapacity, the you designate can make medical decisions on your behalf and work with your doctor to chart a medical path to your recovery.
Satisfied Client Stories
Max is the most approachable and comprehensive Estate Planning attorney in Orange County. His genuinely personal approach to my needs makes the whole process incredibly stress free. He listens and makes the structure of one's future life plan simple and affordable.
– Karen Rosenbaum, Real Estate Agent
Max Alavi made the process of creating a Family Trust very easy. He was organized and was able to answer any questions I had quickly. He treated me with respect and asked thoughtful questions about what I wanted. If you need a Family Trust I recommend Max Alavi highly without any reservations.
– David Washburn, Musician
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Call us to speak with an attorney today!
Call us to speak with an attorney today!
Max Alavi has been recognized as a Super Lawyer, an accolade honoring his exceptional legal expertise and professional accomplishments.
Max Alavi APC, OC Trusts Lawyer has been named to the Top 100 Registry of Business Leaders And Professionals 2018. Mr. Max Alavi, is recognized as a Super Lawyer in the areas of estate planning, probate and trust and probate litigation.
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