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Benefits provided by our service.
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Free Notary of Trust (value of over $300.00)
  • Provided to individuals living in Los Angeles, Orange, Riverside and San Bernardino Counties

Personal Password Protected Web Account
  • Provides 24/7 access to ALL of your documents and all the following on-line functions:

Provides 24/7 access to ALL of your documents on-line
  • You can personalize your documents through a simple "check the box" to add or delete items from your document set.

Document Vault
  • The Document Vault provides an easy-to-use resource for yourself, your family, and beneficiaries to find your important documents.
  • Secure online storage of important documents that you, your family, and trusted individuals can access anywhere in the world in case of emergency. 
  • Quickly access your documents when traveling or on weekends to make them available to emergency healthcare workers (such as your Health Care DPA, Living Will, and vital personal medical information such as medications, allergies, and other important data).

No Change Fees - An Estate Plan that Updates with YOU!
  • Unlike other solutions we do not have any "change fees", as long as your account is active you can log in and access all the features.
  • Keep your trust up-to-date at no additonal charge.
  • When new assets are sold or aquired; log back in to update your funding kit.
  • You can even restate your entire Trust and update it with new details such as adding or removing beneficiaries, or when you move to a new state.

Attorney written and reviewed Estate Plans
(Estate plan not by a paralegal or doc paperer)

Forming a Revocable Living Trust With ClearPoint Financial Group

When most people think about estate planning, they think about wills, probate, and fees. But what many people don’t know is that there is an easier, less costly way to plan their estate and provide for their family where they are in control, not a judge. The initial cost of a will is cheaper than that of a living trust – the savings comes after your passing. The national average cost of probate is 4% of the estate and, on average, takes 18 months from start to finish. Avoid these delays and costs, and remain in control of your estate by forming a revocable living trust with ClearPoint Financial Group.
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Living Trust Vs. Will
A living trust, once signed, notarized, and funded, is a legally binding document that guarantees your plan for your estate will be executed as you wish. This is confidence that a will cannot provide, because even though it is a legal document, it is subject to probate where it is scrutinized and can be threatened.
Living Trust
Will
​Must be prepared by a lawyer
​✔
​✔
​Allows you to distribute your assets to family and loved ones
​✔
​✔
​Allows you to title assets directly into it
​✔
​Allows you to appoint a guardian for your minor children
✔*
​✔
​Allows you to deal with all of your property in your home state, rather than each separate state where it exists
​✔
​Maintains private and confidential, is not a matter of public record
​✔
​Your executor you name (trustee?) is in control of the distribution of property, rather than a judge
​✔
​Your assets can be distributed without the cost of hiring a lawyer
​✔
​Avoids the expenses and time of probate proceedings
​✔
​*When a pour over will is included. ClearPoint Financial Group includes a pour over will with all of their living trusts.
Experience You Can Trust
 
Whether you are setting up a living trust only, or you are looking to include this as part of your business structure, you can feel confident that your affairs will be in order. We can ensure your business ownership is assigned to your living trust for the seamless distribution of company assets after your passing.

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