714-632-3480

Will & Trust Documents

Will and TrustAnyone can establish a trust without filing any documents with the state of residence. Creating a trust may involve an attorney and, in some cases, a trust administration firm or a bank. A trust is a legally binding document, but does not have to be filed as a public record with any government agency. Potential beneficiaries may need to search for trust account documents upon the death of the trustor (the person who set up the trust), and if the trustor loses track of the original documents, he may also need to search for them. Trust account documents contain very private information, and may be difficult to locate. With the help of a Certified Field Agent, you can rest assured that your Will & Trust papers will be retrieved in a timely fashion.

Ready to get started? Contact us here.