AFFORDABLE ESTATE PLANNING SOLUTIONS TO PROTECT YOUR FAMILY'S WEALTH

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

CALDA listing

Funding

Initial ASSESSMENT

YELP

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

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

ABA
  • Trust Administration
  • Wealth Management
  • Charitable Planning
  • Money Transfers
  • Distributions
  • Asset Transfers
Trustandestateplan.com BBB Business Review

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.

REEPC

Estate PLANNING

Additional SERVICES

Review & approve

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

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.

OUR TEAM

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

4 Step Process

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