Now Offering Living Trust Services
The Most Important Document a Family Can Have.
We have provided Income Tax Services for families for over 30 years.
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What Will a Complete ProTax Living Trust Include?
- The Living Trust
- Pour Over Will
- Durable Power of Attorney
- Delegation of Bank Authority
- Advanced Health Care Directive
- Trust Transfer Deed
- Full Recording with the County Recorder
Complete Notarization Service
PROTAX will provide the most important parts after your trust is completed. This includes "funding the trust," where we record the property transfer. And the Notary Signature, which certifies that your trust is a valid and official document.
Benefits of a Living Trust
- A living trust is your voice.
- Avoid Probate — A living trust helps avoid the costly delays of probate by skipping the process entirely. Creating a living trust is an excellent way to ensure a quick, smooth transition of your property to your beneficiaries.
- The tax benefits for your family that a trust document can provide.
- Save your loved one's time, money, and hassle by allowing them to receive their inheritance faster.
- Leaving property and assets to a family has the potential to create conflict. A living trust will lay out a simple and easy plan for your loved ones to follow. The trust acts as your voice when the time is necessary.
- Pass on your property the way you intend it to, with any specifications you require.
- You can change your living trust at any time during your lifetime — you have complete control and flexibility.
Facts You Should Know About
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