top of page

Protection 
Living Trusts, Wills and Notary
 

Professional Guidance 

Meet with our team member to navigate the Wealth.com tools to create your plan.

 

Execute the documents with our in office Notary.

Essential Estate Documents

  • Last Will and Testament

  • Financial Power of Attorney

  • Guardian Nomination

  • Advanced Healthcare Directive

  • Revocable Trust and Pourover Will

Apostille Services

jeniferrallo710 FO422A44A9186_V1_REV2_ed
Casual Meeting

Living Trust

Creating a living trust is an essential step towards securing your future and ensuring your wishes are honored. Our dedicated team is here to guide you through the process, providing you with peace of mind every step of the way. Let us help protect your assets and simplify your estate planning journey. Trust in us to help you create a living trust that reflects your unique needs and desires.

WIlls

We understand that planning for the future is important. Our team is here to help you create your will, ensuring that your family knows your wishes and can honor them. Let us guide you through this process with care and compassion.

Woman Reviewing Documents
Intergenerational Laptop Usage

Notary and Apostille Service 

Welcome to our Notary and Apostille Services! We are dedicated to providing you with reliable and efficient assistance for all your notarization and apostille needs. Our team is committed to ensuring a smooth and hassle-free experience. 

Steps to Protect your Equity

Step 1

 

Prepare

Complete our Estate Planning Questionnaire

to gather all necessary information.

Step 2

Consult

Attend a one-on-one session with our  team member to finalize your plan using Wealth.com.

Step 3

Sign

Visit our office for a notarized signing session and receive your printed documents.

Step 4

Maintain

Enjoy one year of access to Wealth.com to keep your documents up to date

Estate planning services helping families protect their equity

The information provided on this [website/document/service] is for general informational purposes only and does not, and is not intended to, constitute legal advice. No reader, user, or browser of this [site/document] should act or refrain from acting on the basis of information herein without first seeking legal advice from counsel in the relevant jurisdiction

714-497-6859

500 North State College Blvd, Suite 1100

Orange, CA 92868

  • Instagram
  • Facebook
  • LinkedIn
  • YouTube

© 2026 by J Rallo Powered and secured by Wix

bottom of page