CALIFORNIA TRUST SERVICES
Where the legal forms come to practical life.
Shirley Hermelin & Christine Falotico
Paralegals since 2005                                         Home of the $450    
PO Box 55                                                    Revocable Living Trust  
Pacific Grove, CA  93950
(757) 272-3724 Office / (801) 469-2595 Fax
mailto:CaliforniaTrustServices@yahoo.com

  


We seek to be the positive change we seek in the world by making basic financial/estate planning resources available & affordable to all.

For just $450 we will draft you a REVOCABLE LIVING TRUST PACKAGE which will include...

  1. Revocable Trust
  2. Focussed on Probate Avoidance
  3. Power of Attorney
  4. Advance Healthcare Directive
  5. Pour-Over Will
  6. Assistance in Recording   Real Property transfers to fund the trust.
  7. Referral to attorney for complimentary estate plan consultation and document notarization pertaining to this package.

Click here for information on 2008 Seminars.

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WHAT WE DO: Provide personalized financial, business, and estate planning services for individuals, families and entrepenuers by bridging the gap between financial and legal professionals to empower our clients with practical & proven strategies that are easy to understand, relatively low cost to impliment yet effective for your needs..

AREAS WE SERVE : We serve clients based in the Central Coast, Silicon Valley, San Francisco Penninsula, East Bay, North Bay, and Southern California areas.

SERVICES WE PROVIDE :

Estate Planning

  • Drafting of Wills, Trusts, Powers of Attorney
  • Property Tax Planning issues for Unmarried and Same-sex Couples
  • Pre-emptive Portfolio Asset/Creditor Protection Planning
  • Federal gift, estate and generation-skipping transfer tax planning strategies for individuals, couples and families irrespective of religion, orientation or economic status from attorneys who work with our clients on an initial pro-bono basis.
  • Charitable Planning including trusts and annuity consultants who have agreed to work with our clients at low or no cost solutions up until the implementation steps.

IRS Tax Planning and Defense

  • Tax Reduction Planning Consultations,
  • Negotations and Settlements from the Audit through Appeals,
  • Offers In Compromise,
  • US Tax Court (defense), and
  • US District Court (claims for refund) through independent pro-bono counsel referral or through our strategic partners that provide pre-paid legal services as low as $26.00 per month. 

                                                                                                                                                                 

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