Trust and Estate Planning

We can work directly with you or be hired via attorneys and law firms

I am a Certified Notary Trust Delivery Agent, having undergone advanced training and testing in order to better serve the public and Estate Planning Professionals.

My training and experience will allow me to help you navigate through your important trust documents.

 

Nobody likes to work on their Wills and Living Trusts but it's a sad fact that if it doesn't get done, your wishes about your assets may not be followed after passing away.

One of the law firms I work with is Celaya Law.

They had this to say about my services,

"Maria is a mobile notary you can rely on without a second thought or worry. I have hired Maria a few times and she has been professional, reliable, and conscientious. She is also flexible. I had to reschedule one appointment two times to meet a client's needs and Maria was accommodating and was able to make it work without any difficulty. I appreciate her communication skills as she was able to let me know how the signing meeting went and if any extra details were needed. I will use Maria whenever I have a mobile notary need in the San Jose area. I highly recommend her."

From Celaya Law:

'Celaya Law is a boutique law firm in the Napa Valley. We specialize in Estate Planning and Trust Administration. Our team of 5 allows for personal and individualized communication with each client. At Celaya Law, we provide advanced, customized solutions that will protect your loved ones and safeguard your hard-earned wealth. We will answer your questions in common-sense language, give you personalized and professional solutions, and carry out your wishes both efficiently and cost-effectively. Nowhere else will you get powerful, big-firm results with such personalized, small-firm accessibility.'  https://celayalaw.com/

Another company I work with is Legacy Lighthouse LDA, Inc, who would like to share the following with you: 

Legacy Lighthouse LDA, Inc. is on a mission to shield 1 MILLION U.S. families from cumbersome probate processes by the end of 2027.

Probate is the formal legal process of distributing a party's assets after they pass away with or without a will. It is expensive, time-consuming, and administratively taxing. Furthermore, it's not something a party should be forced to deal with while processing the loss of their loved one based on how easy and cost-efficient it would be to bypass probate through comprehensive estate planning.

Through affordable and comprehensive Estate Planning packages, Legacy Lighthouse LDA, Inc. offers comprehensive estate plans for individuals and couples in need of a Living Trust and assistance in creating a pathway forward to avoid probate altogether by funding assets to their revocable living trust. By doing so, families are shielded from expensive legal fees, assets getting stuck in limbo, and unnecessary tax obligations. https://www.legacylighthouselda.com/

Click here to view Legacy Lighthouse's referral discount for you.