What makes me different?
I come to you.
No need to coordinate schedules with your spouse. No need to pack up your filing cabinet and drive across town.
Do I need a family trust?
Yes. With a family trust, more of your hard-earned money goes to your children. But there are many more reasons:
- You are a parent. You have school-aged children, and you want them to avoid court-supervised guardianship.
- You own real estate. A family trust will help your loved ones avoid the cost of probate administrations.
- You have a special needs child. You want to create a disability plan that will keep you and your assets outside of a court-supervised guardianship.
- You want to eliminate hassle for your heirs. You want to give your loved ones essentially immediate access to your property after you die instead of waiting 6-24 months to finally get access after the probate court.
- You value privacy. You want to give your loved ones essentially immediate access to your property after you die instead of waiting 6-24 months to finally get access after the probate court.
Why choose me to make your family trust?
“Scott and his Team have seamlessly prepared two of my trusts with very little effort on my part. I only had to complete a brief questionnaire via email and the rest was done for me! I was very impressed with the fast response time via emails, brief phone call and pleasantly surprised when all of my paperwork was done with 100% accuracy the FIRST time:) I feel secure knowing that should something happen to me, all of my wishes are known and legally binding. Thank you Scott and Team.”
“When it came time for my wife and I to move from your traditional will to a family trust we consulted our son in law who is a financial advisor. He referred us to Scott. Scott came to our home, went through all the information and questions we had and came up with our family trust. His service, professionalism, and his patience were so much appreciated. Not to mention the cost, which was quite a bit less than we had anticipated. I would recommend Scott to anyone who is considering a family trust and am confident that he can meet all your needs.”
“As with many people I know, I put off doing my living trust for many years because I thought it would be difficult, time-consuming and expensive to do it. And, I told myself it wasn’t that important for me to have a living trust because I don’t have a spouse nor children. However, in 2010, a financial planner recommended Scott Schoeller to create my Trust. It was explained to me that I didn’t need to have a lawyer draw up my Trust, so it need not be expensive for that reason. And Scott could do my Trust in a way that was not difficult and not time-consuming. This advice was so true!”
Want to learn more about trusts?
I’ve written these resources to help make sense of it all.
FAQs
It can be hard to understand family trusts because there is a lot of confusion terminology. Download this resource and things will start to make sense.
Starting the Conversation
Talking about life after you are gone can be hard. Use the tips in this resource to address sensitive issues without created unneeded tension.
Eager to Get Started?
There are decisions that you must make when preparing a trust. Use this resource as a “to-do list” to get you started.
Can we help you make a trust for your family?
Whether you need legal document assistance services in San Diego County, including Chula Vista, Oceanside, Escondido, Carlsbad, El Cajon, Vista, San Marcos, Encinitas, and La Mesa. Where ever you are, Scott Schoeller will personally come to your location. With complimentary in-home appointments and affordable pricing, we make protecting your family simple and convenient, and personal.
Do you have questions?
Give me a call and let me know how I can help you. 619-253-0151
I am not an attorney and I can only provide self help services at your direction.
CALIFORNIA ESTATE & FINANCIAL GROUP, INC., Legal Document Assistant #153, San Diego County, dba as CALIFORNIA TRUST.