Additional SERVICES

Review & approve

Member of the California Association of Legal Document Assistants, Institute of Certified Bankers,
Redwood Empire Estate Planning Council, and the Better Business Bureau.

Trustandestateplan.com BBB Business Review

Russell Albright CTFA
LDA No.64 Sonoma County (exp.07/18)

4 Step Process

Our firm is committed to providing a practical solution for all your estate planning needs at an affordable price. The process for a California Revocable Living Trust is simple, easy to implement, and cost effective. We are proud that so many of our clients have repeatedly turned to us for their Trust and Estate Plans.

THE TRUSTANDESTATEPLAN.COM TEAM

Our clients are given exclusive access to our Certified Trust Financial Advisor and Legal Document Assistant who will assist you with the drafting and funding of your California Revocable Living Trust.

OUR GUARANTEE

Our estate planning system uses the latest legal software available for a first class trust and estate plan every time. 

The first step starts with a free confidential consultation and a short informational interview.

After your trust is fully executed our firm will assist you in transferring your assets to your trust.

OUR TEAM

Estate PLANNING

Initial ASSESSMENT

YELP

We personally review each trust for completeness and accuracy. A draft will be sent directly to you for your final approval.

  • Trust Administration
  • Wealth Management
  • Charitable Planning
  • Money Transfers
  • Distributions
  • Asset Transfers
REEPC
CALDA listing

Funding

All our Trusts and Estate plans include a 30 Day Money Back Guarantee! 

ABA

AFFORDABLE ESTATE PLANNING SOLUTIONS TO PROTECT YOUR FAMILY'S WEALTH