TRUSTS vs. WILLS
Name beneficiaries for property
Revise your document
Keep privacy after death
Requires a notary public
Protection from court challenges
Avoid a conservatorship
We Can Do
Trusts in ALL
Home and Weekend Appointments
are available by appointment
I needed a will/trust set up within a few weeks of taking a trip overseas and Mt. Diablo Trust made it so easy for me. Not only are they knowledgeable in this area but they even dealt with obtaining my current deeds on properties and were available to speak to me, even after hours, answering all my questions/concerns. I don't live in the area the company is located in and when it came time to go over all the paperwork Jacqueline even drove to my business and made all the changes right there. I would have set up a trust years earlier if I had known this company existed. This was a stress free experience and to know that my children will be taken care of if anything should ever happen to me is such a relief. The icing on the cake was that it was very affordable for me.
I highly recommend Mt. Diablo Trust!
— Bandi M, Chico
Jacqueline is awesome, she was sensitive to our needs and very professional. Highly recommend her and the folks at Mt. Diablo Trust.
— Charlie W., Lincoln
When we decided we needed a living trust, we interviewed several companies as we felt our needs were complicated and found we were having a hard time finding the right fit. Mt. Diablo Trust came to us by a referral from a friend and Jacqueline and staff were just what we were looking for as she understood our concerns and more importantly our needs. From our first meeting it felt very comfortable as it can be very uneasy to some someone your life’s information, but working with Jackie and her staff was a very pleasant experience, very knowledgeable and gladly worked with any changes we had. It was clear to see why they came so highly recommended. If you need it done right, Mt. Diablo Trust is your place.
— Robert T, Santa Rosa
MT. DIABLO TRUST
Serving Northern California Since 1994
It’s Just A Matter Of Time