Welcome to

ARLO Services

Secure Your Legacy with a Living Trust.

Benefits of a Living Trust

A detailed breakdown of the key advantages:

Avoids Probate:
Saves time and money for your heirs.
Maintains Privacy:
Unlike wills, trusts are not public records.
Protects in Case of Incapacity:
Ensures a trusted individual manages your assets if you become unable to do so.
Reduces Family Disputes:
Clearly defines your wishes and asset distribution.
Minimizes Taxes:
Helps reduce the tax burden on your estate.

Our Process

1. Initial
Consultation

We assess your needs and estate planning goals.

2. Customized
Design

We create a trust tailored to your specific situation.

3. Document
Preparation

We draft all necessary legal documents.

4. Signing and
Notarization

Prioritizing client satisfaction with personalized, attentive service.

5. Trust
Funding

We assist in transferring your assets into the trust.

Frequently Asked Questions (FAQ)

1. What is the difference between a Living Trust and a Will?

A Living Trust allows your assets to be transferred directly to your beneficiaries without going through probate, maintaining privacy and saving time and money. A Will, on the other hand, must go through probate, which can be a lengthy and costly process.

Yes. A “Pour-Over Will” is recommended to cover any assets that may not have been transferred into the trust before your passing.

The cost varies based on complexity and professional fees. However, it is generally more cost-effective than the probate process associated with a Will.

Yes, a Revocable Living Trust can be modified or revoked at any time as long as you are mentally competent.

You can serve as your own trustee while you are alive. You should also name a successor trustee who will manage your trust upon your passing or incapacity.

Funding your trust involves transferring ownership of your assets (such as real estate, bank accounts, and investments) into the trust’s name. Our team will assist you with this process.

Yes. Since a Living Trust avoids probate, your beneficiaries can receive their inheritance quickly, according to your specified terms.

Your successor trustee will take over management of your trust without the need for court intervention, ensuring a smooth transition.

Honest Reviews from our Customers

— Michael R.

San Diego, CA

“I never realized how much peace of mind a Living Trust could bring until I worked with ARLO Services. Their team was incredibly professional, explained everything in simple terms, and guided me step by step. Now, I know my family is protected and my assets are in order. I highly recommend ARLO Services to anyone looking for real security and clarity for their future.”

— Laura M.

Los Angeles, CA

“Gracias a ARLO Services, ahora tengo la tranquilidad de saber que mi familia está protegida y que mis bienes están organizados. El proceso fue claro, rápido y profesional. Me explicaron todo con paciencia y me sentí acompañado en cada paso. Recomiendo 100% su servicio de Living Trust.”

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