General Power of Attorney - Commonly referred to as a Financial Power of Attorney is an inexpensive and reliable way to arrange for your Agent to manage your finances should you become incapacitated and can no longer make decisions for yourself. If you have not prepared this Power of Attorney, a court proceeding is likely to be inescapable which can be expensive and time consuming, delaying the necessary financial decisions needing to be made.

 

 

Advanced Healthcare Directive - An Advanced Health Care Directive allows you to appoint an agent to have Power of Attorney to make healthcare and treatment decisions on your behalf. It also enables you to give instructions about your healthcare wishes.

 

 

Title Transfers – Transferring assets such as real property, bank accounts, 401k’s and IRA’s to a Livling Trust require retitling. Grant Deeds and letters of instructions are the documents to accomplish retitling. This is very important in estate planning.

 

 

Notary Public – Many of the documents in an Estate Planning Portfolio must have a notary acknowledgment to be valid. This is one of the many services we offer.

 

 

Final Wishes – Preparing a list of your Final Wishes can be a blessing to those who are left behind. It becomes part of your Estate Planning Portfolio.

 

 

Annual Follow-up Review – Should you choose this Service, we will set you up with an Annual Follow-up Review of your Trust documents to see if there any updates you may need or wish to make.

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