With the holidays coming up soon, people start thinking of the “perfect gift” for family. Often estate planning is pushed aside until “after the holidays”. But with so much traveling that people do, why take a chance. Why not plan your estate before traveling. Or while trying to find that perfect gift, don’t forget to think about giving your family the gift of peace of mind. A trust will give your family that. Estate planning is so important. No gift is better. Call Debbie to see how we can help. We can also do gift certificates.
As 2017 is coming to a close, now is the perfect time to bring your last wishes up to date. Life changes every day and we are too busy with each day’s demands to consider what would happen if you had only a Will or nothing in place.
When you have no estate plan, you are basically leaving all decisions up to the State Government. A Will sounds good, and you get to choose what eventually happens with your estate wishes, but if you have only a Will, or nothing at all, your assets will go to PROBATE.
PROBATE is costly and takes many months to process.
In the past, living trusts were used by the wealthy to avoid taxes. Now, such trusts are best utilized by middle income families to prevent their estate going into probate. Therefore, they are much less costly and quickly processed on death usually without Court interference.
So many people make New Year’s resolutions, but most people don’t keep them. Make this the year you make a New Year’s resolution and keep it. Decide to protect your love ones from probate in the event that something unexpected happens to you.
As a motivation to make and keep your New Year’s resolution, Court Forms Plus will assist you by offering $50 off of a trust package that includes the following: Declaration of Trust, Pour Over Will, Power of Attorney for Health Care, General/Durable Power of Attorney, Assignment of Assets, Certification of Trust, and one deed with assessor forms.
Call 209-836-5430 or email firstname.lastname@example.org today to see how we can help.
“We are not attorneys. We can only offer self-help at your specific direction.”
Still searching for that “perfect gift” for someone? Give the gift of “peace of mind” to your family this holiday. Give them a gift certificate for an Estate Plan. Call Debbie at Court Forms Plus (209-836-5430) or email email@example.com to find out how to purchase a gift certificate so that your loved ones can get started on their Estate Plan in the upcoming new year.
Do you have a revocable living trust? Have you had circumstances change since you completed your trust? If so, did you know that you can make changes to your trust? Don’t wait until it’s too late. Review your trust today. Make sure your trust correctly states your wishes. If you find that you need changes made, contact Court Forms Plus. If you know what changes you want to make to your trust, we can help with that. Call 209-836-5430 or visit our website at www.courtformsplus.com.
“We are not attorneys. We can only offer self-help
services at your specific direction.”
So many times when we speak with previous clients about estate planning, trusts…and the perils of Probate, we are met with responses like “I’m too young to think about that” or “My family won’t argue about anything when I’m gone because they all get along now”.
But the reality is that NO ONE is too young to think about estate planning or doing a trust. No one is immune from having their assets going through Probate if they haven’t got an estate plan in place. And although all families will seem to get along on the surface, there is something about death that changes people. We’ve seen it, so many times.
Are you willing to leave that all to chance? To let your family, while grieving, have to deal with the Probate Court? Wouldn’t it make more sense to start now planning your estate? Wouldn’t it be a good plan to talk to someone about estate planning, trusts and Probate?
If you have real property, young children, or major assets, think about it. Don’t let the Courts determine who takes care of your children, or who receives your assets when you are gone. Call Court Forms Plus (209-836-5430) or visit our website at www.courtformsplus.com to see how we can assist you in estate planning.
“We are not attorneys. We can only provide self help
services at your specific direction.”
Have you thought about estate planning? Do you have a trust? Do your friends and family have a trust? Or are you leaving everything up to chance? To the Probate Courts? Trusts are so important. No one wants to go through the time and expense of Probate Court. If you or your family or friend would like to complete a trust, Debbie at Court Forms Plus can assist you with that process. But if you have lost someone who didn’t have a trust, Janet at Court Forms Plus can help you through the Probate Court process. Give us a call today.
“We are not attorneys. We can only offer self help services at your specific direction.”
So often people find themselves in situations where they need legal documents typed. Whether it’s a Pre-Nup, a Post-Nup, a Living Trust, a Will, Powers of Attorney, a divorce, a QDRO, we at Court Forms Plus can assist you with those legal documents and so much more.
Legal documents can certainly be daunting. Doing your own legal documents can often be confusing and frustrating. Why put yourself through that frustration? If it’s a divorce you are going through, there’s enough stress and frustration involved.
Did you know that as a Legal Document Assistant, we are required to have a certain amount of hours of continuing education classes? We can’t give you advice. But if you know what you want to do, if you want to make your own decision, if you want to meet in a safe, peaceful, confidential environment, call Court Forms Plus to assist you with your legal documents, in whatever situation you find yourself in.
We value our clients. We care about your situation. We pride ourselves on doing the best job for you when typing your documents.
“We are not attorneys. We can only provide self-help services at your specific direction.”
It’s that time of year again when the citizens of Tracy vote for their “Best of Tracy”. We at Court Forms Plus, try to make our clients feel safe, cared for. You are always our top priority. If you have been satisfied with our service, please consider voting for us in the Best of Tracy.
Mother’s Day is just a few days away. Honor your mom by telling her how important estate planning is. Talk to her about having a Will, trust or Power of Attorney.
Powers of Attorney are so important. Designating someone to make health care or financial decisions when you aren’t able can save so much stress later.
Wills and trusts are necessities. Call Court Forms Plus to see how we can help, or to set up an appointment for her to to give her the gift of estate planning.
“I am not an attorney. I can only provide self help services at your specific direction.”
Christmas is just 5 days away. Are you still trying to figure out what to get for that “hard to buy for” family member or friend? What better gift to give a loved one than a Trust package or a Will. Court Forms Plus can assist in preparing a Trust package, a Will or even Powers of Attorney. Call or email us today to find out about our gift certificates and our December specials. A trust package, a Will or Powers of Attorney are such a thoughtful, caring gift to give your family.