Trust Services (Setting Up A Living Trust)

We Will Create A Complete Estate Plan Under Your Direction For $299!

$299 Complete Estate Plan from DACA Financial Group on Vimeo.

At DACA Trust Services we understand that estate planning can be difficult to think about, but it is also an important part of your financial future. According to the latest statistics, over 55% of Americans do not have a living trust or any other estate planning documents in place. One of the leading factors for this statistic is the expense of setting up an estate plan, which on average is around $1500!

Do you need a living trust and complete estate plan? 

• Avoiding Probate - assets that can be titled under a living trust will bypass probate.

• It May Save You Money - probate fees in California start at $4000 on the first $100,000 of your estate, a living trust may avoid probate and its fees. A living trust may also reduce your taxes.  

• Privacy - unlike wills which go through probate and become public record, living trusts usually do not.

• Managing Financial & Medical Decisions Upon Incapacitation - a complete estate plan allows you to appoint individual(s) to make financial and medical decisions in case you are not able to.

• Protect Your Minor Children - a complete estate plan allows you to appoint individual(s) to become guardians for your minor children if you were not able to take care of them or should you pass away.                                                                                                       

Answer our simple 2-minute questionnaire and we will begin the process of setting up a living trust & complete estate plan for $299, a fraction of what an estate planning attorney charges. Our questionnaire is available on our website, giving anyone access to setup a living trust & complete estate plan in San Diego or throughout the state of California. You can also access our questionnaire by downloading our FREE app on Apple App Store and Google Play for Android.

The Complete Estate Plan Includes:

• Living Trust (Revocable)
• Declaration Of Trust
• Certification Of Trust
• Assignment Of Personal Property
• Last Will & Testament
• General Power Of Attorney
• Advance Health Care Directive
• HIPPA Authorization And Waivers
• Final Disposition Instructions
• Distribution Of Personal Property Instructions
• Summary Of Estate Planning Provisions
• Notarization Of All Documents *(In Office Only)                                                                                                                                                                                                                                                                                                                                                                 

*Documents are prepared by DACA Trust Services a subsidiary of DACA Financial Group, a legal document assistant registered in the County of San Diego, Registration #131, expires 4/7/2020. DACA Trust Services is not an attorney or law firm but provides self-help services at your direction. Other fees may apply. Fees are subject to change without notice.
* Representative is not an attorney. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.

Securities and investment advisory services offered through SagePoint Financial Inc. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. SagePoint Financial does not offer tax, mortgage, real estate or legal services. See “Home Page” for full disclosure statement.