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Amerivest Associates

Amerivest Associates, we are Estate Planning Specialists. We provide services for the Conservatorship Process, General Durable Power of Attorney Document, the Probate Process, Revocable Living Trust, Trust amendments, and quitclaim deeds, we provide service to all of California .

http://www.amerivestassociates.com/

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Amerivest Associates | amerivestassociates.com Reviews

https://amerivestassociates.com

Amerivest Associates, we are Estate Planning Specialists. We provide services for the Conservatorship Process, General Durable Power of Attorney Document, the Probate Process, Revocable Living Trust, Trust amendments, and quitclaim deeds, we provide service to all of California .

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1

Amerivest Associates

http://www.amerivestassociates.com/trust.html

What is a Living Trust? A Revocable Living Trust (a Trust you can change) is a legal entity, created to hold ownership or “title” to your designated assets. Under YOUR direction, title to your designated assets is transferred from yourself individually to your Living Trust in which you serve as the Trustor (the Trust owner) and the Trustee, the Controller of what goes in and out of the Trust. You retain control of all Trust Property, as long as you live, and are cognitive. Keeps your family and personal ...

2

Amerivest Associates

http://www.amerivestassociates.com/intestate.html

The legal process mandated by the courts for anyone who does not have a legal LAST WILL AND TESTAMENT. A probate attorney drags you and your family in front of a judge, if you lost your spouse, along with any children, to argue what part of the estate they should get through their probate attorneys. The judge ultimately decides who gets what, when, where, and how… You don’t and certainly your deceased spouse doesn’t! IS THAT WHAT YOU WANT? If you have a will, congratulations, you still need a Living Trust.

3

Amerivest Associates

http://www.amerivestassociates.com/index.html

Welcome to Amerivest Associates. Through the preparation of a properly funded estate planning package, you will eliminate costly attorney’s fees, court costs and reduce or even eliminate possible federal estate taxes. You want to eliminate stress. And keep your very personal affairs private. Heard and understand how a Living Trust avoids the unbelievable costs of Probate. To have your heirs as #1, instead of #10 doesn’t it? Gladly make those arrangements to protect and safeguard.

4

Amerivest Associates

http://www.amerivestassociates.com/services.html

Our Normal Scope Of Documents. LAST WILLS OF TESTAMENT, WILL “PACKAGES”, WILL CODICILS. SEPARATE PROPERTY TRUSTS – INHERITANCE TRUSTS. GUARDIANSHIP TRUSTS – FOR CHILDREN UNDER 18 YEARS OF AGE. SPECIAL NEEDS TRUSTS – FOR CHILDREN OR HEIRS ON SSI. IRREVOCABLE LIFE INSURANCE TRUSTS – ILITs. QPRT and Q.T.I.P. Trusts. GENERAL DURABLE POWER OF ATTORNEY Documents: Springing or Immediate, (For Legal Matters, Financial Asset Management, and Personal Affairs). HEALTH CARE POWER OF ATTORNEY DOCUMENTS. An Ongoing TE...

5

Amerivest Associates

http://www.amerivestassociates.com/relationship.html

We humbly pride ourselves in having very long term, even lifetime relationships with our client’s and their families, right through the time of their passing. Clients are visited in the privacy of their own home, hospital or senior assisted living facility approximately every other year or more often if necessary or desired. Please note that nothing on this page should be construed as legal advice. Website Design by Digital Orange Studios.

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Welcome to Amerivest Associates. Through the preparation of a properly funded estate planning package, you will eliminate costly attorney’s fees, court costs and reduce or even eliminate possible federal estate taxes. You want to eliminate stress. And keep your very personal affairs private. Heard and understand how a Living Trust avoids the unbelievable costs of Probate. To have your heirs as #1, instead of #10 doesn’t it? Gladly make those arrangements to protect and safeguard.

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