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Ventura County Legal Document Preparation​

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  • Estate Planning
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    • Home
    • Estate Planning
    • Family Law
    • Business Services
    • About
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Ventura County Legal Document Preparation​

EMAIL
  • Home
  • Estate Planning
  • Family Law
  • Business Services
  • About
  • …  
    • Home
    • Estate Planning
    • Family Law
    • Business Services
    • About
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  • Estate Planning Package

    Protect your legacy and ensure your wealth

    is passed down to future generations with our estate planning services.

    Don't leave the future of your assets to chance –

    take control and safeguard your loved ones' financial security.

    Contact us today to learn more about how we can help you preserve your legacy.

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    Estate Plan Package:

    Estate planning is all about making sure your assets are taken care of and your wishes are carried out after you die or become incapacitated.

     

    This process can be as simple or complex as your needs and goals require. We can help you plan for the future, including appointing guardians for minor children and beneficiaries in case of incapacity.

     

    Don't leave your estate to chance - start planning today.

     

    Included in Package:

    • Trust with the current probate avoidance codes
    • Certificate of Trust (for financial institutions)
    • Declaration of Trust
    • Assignment of Personal Property
    • Pour Over Will and Testaments
    • Durable Power of Attorney for Financial Affairs
    • Power of Attorney for Health Care Directive
    • HIPAA Waiver
    • Final Disposition
    • 1- Property Grant Deed
    SEND EMAIL

© 2022 Source Documents, Inc.

Registered and bonded in Ventura County | LDA #99

​

DISCLAIMER: We are not attorneys. We do not give legal advice or guidance. We can only provide legal document preparation at your specific direction.

We use Judicial forms that are available to the general public and accepted by all California courts. We assist you, our community, with your legal needs when you decide you do not want the representation of an attorney. All content is for informational purposes. Be advised by a licensed attorney.

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