Certified Notary Trust Delivery Agent
Expert mobile notary services for Estate Planning
in Marina del Rey and West Los Angeles.
I am a Certified Notary Trust Delivery Agent. This means I have undergone specialty training, becoming Certified, to walk you through your Estate Planning documents. So whether you have had your estate planning documents professionally prepared for you or you have used a “do it yourself” type of estate planning service, I will come to you to explain and review all of the documents in your trust package. In addition, I'll confirm your choices in your estate plan like your beneficiaries and successor trustees.
Schedule your private and confidential estate planning appointment today.
I travel to
Marina del Rey, West Los Angeles, Venice and Santa Monica, and other cities.
There are other types of trusts as well, like Charitable, Special Needs and Spend Thrift. When we initially speak, we will talk about the trust you have.
Pricing
Full trust package delivery is $150 for one signer, and $225 for two signers. (Includes travel to you. Pricing might be higher if appointment is more than 5 miles from Marina del Rey, due to L.A. traffic).
For single documents like a Power of Attorney or Deed transfer (refer to single document pricing).
Your peace of mind is my priority! If you're in Marina Del Rey or the nearby areas and your estate plan is complete, reach out to schedule an appointment. I am here to make the process smooth, informative, and tailored to your unique needs.
Thinking of starting your estate plan or updating it? I have wonderful resources I could share with you. Call or email me.
Schedule your private and confidential estate planning appointment today!
Call/Text Notarized by Rick, or Contact me by Email.
Documents in a trust package typically include:
Every trust package is different and personally catered to your needs but most trust packages have these main documents.
1. Revocable Living Trust:
A powerful tool for smart estate planning if you become incapacitated.
2. Inventory List of Assets:
A helpful list confirming all your assets are documented and nothing is overlooked.
3. Certification of Trust:
A one-page summary of the most important features of your Living Trust.
4. Pour Over Will:
Covers any assets not already in the trust.
5. Financial Power of Attorney (POA):
Assigning a trusted person to make financial decisions for you when you're unable to do so yourself.
6. HIPAA Document:
This protects your medical information and ensures the right people have access when needed.
7. Advance Healthcare Directive:
A list of your healthcare wishes in the event you become incapacitated.
8. Property Transfer Deeds:
This ensures a smooth and secure transfer of real estate assets.
9. Funding Letter:
This explains the method for your Trust to be funded properly.
10. Guardian Letter:
Nominates a legal guardian if you have minor children.