The Estate Services Group, a division of R. D. Financial Services, Inc., is staffed by members who have decades of combined experience in providing families across the State of California with education and information about Trusts, Asset Preservation, and Estate Planning techniques. As a team, we have literally assisted tens of thousands of families with their Trusts and Estates. We have the experience and dedication to handle your living trust. Educational Seminars Our FREE educational seminars are frequently sponsored, hosted and held at organizations such as: AMERICAN LEGION, VETERANS OF FOREIGN WARS (VFW), AMVETS, SIRS, ELKS, MOOSE, SHRINERS, POLICE ASSOCIATIONS, CHURCHES, HOSPITALS, SENIOR CENTERS, OTHER GOVERNMENT, FRATERNAL & NON-PROFIT GROUPS.
Reasonable Costs Most of our services are based upon an affordable one time or annual fee. When life changes and your family's situations change, your Estate Plan may need to be changed too. "Reasonable and customary" changes to your Plan are PROVIDED throughout your lifetime for a very low fee of only $79.95 a year. Availability The Estate Services Group and its affiliates are always just a phone call away. We have TOLL FREE telephone numbers available so that we may answer your questions, make changes, or update your Trust and Estate Plan in a timely fashion. Personal Attention Personal attention and service is our motto. If requested, an Independent Financial and Estate Planning Representative can come to the privacy and comfort of your home to deliver and help execute your Trust documents with you. Once you approve your Trust, we can notarize it for you. Simplicity We make it simple to organize and establish your personal, customized Revocable Living Trust and Estate Plan. ESG personnel are available to assist in completingthe application, forms and information confirm and to assure that your Trust is complete. An Attorney will prepare, review and sign off on your Trust prepared by The Estate Services Group. Tried and True Our Revocable Living Trusts are simple,affordable, effective, and lasting solutions to many estate-planning problems. Because we prepare every Trust as if it were our family's own, you can rest assured that our Trusts are tried and proven over and over again. You can have complete confidence in knowing that your family's desires will be private with your customized Revocable Trust from The Estate Services Group.
The information contained in this website is not to be construed as legal, investment or tax advice. If this type of information is desired, the services of a competent Attorney, Insurance Agent, Investment Advisor or CPA, licensed in good standing with the State in which you reside, should be consulted.
