Protect Your Family.
Preserve Your Legacy.
Avoid Probate.
Get Your Attorney-Reviewed
Living Trust – All Done for You
by the WealthCloud360 Family Office Experience
WHY ESTATE
PLANNING MATERS
Without a Living Trust, your loved ones
may face:
💙 Costly Probate Fees (avg. 5-10% of estate value)
💙 Long Court Delays
💙 Loss of Privacy
💙 Family Conflict Over Inheritance
Example: California homeowners: If your property is worth over $184,500, the law recommends a Living Trust to avoid probate.
What’s Included in Your Living
Trust Package
☑️ Revocable Living Trust
☑️ Pour-Over Will
☑️ Healthcare Directive
☑️ Power of Attorney
☑️ Deed Transfer Support
☑️ Estate Planning Binder (Shipped to You)
☑️ 12 Months of Attorney Support
☑️ All Documents Attorney Reviewed & State Compliant
why choose wealthcloud360 family office?
Attorney-Backed Platform
Our tech applies your wishes to attorney-reviewed templates, customized for your state.
Flat Fee – No Hidden Costs
No billable hours. No surprises. Transparent pricing, always.
100% Done-for-You Experience
We guide you through the entire process – from intake to signing.
Ships to Your Door
You receive a professionally printed, organized Estate Planning Binder for safekeeping.
Human + Al Support
Our advisors, attorneys, and Al tools ensure accuracy and efficiency.
who we serve
Empowering Families, Individuals & Businesses Through Our Family Office Platform
HOMEOWNERS
PARENTS WITH MINOR CHILDREN
RETIRESS
BUSINESS OWNERS
HIGH-NET-WORTH FAMILIES
ANYONE WHO WANT TO AVOID PROBATE AND PROTECT THEIR LEGACY
real results from real families
BEST EVER SERVICE
⭐⭐⭐⭐⭐
I never thought estate planning could be so easy. WealthCloud360 han- dled everything, and now I have peace of mind knowing my family is protected.
– Sandra T., San Diego, CA
BEST EVER SERVICE
⭐⭐⭐⭐⭐
I avoided $30,000+ in potential probate costs thanks to WealthCloud360 “Family Office”. Best investment for my family.
– Michael G., Orange County, CA
Case Study 1: Probate Avoidance in Orange County
Problem: Maria, a homeowner in Orange County, owned a $1.2M home. Without a living trust, her property would go through probate, costing her family $50,000+ in legal fees and causing 12–18 months of delays.
Maria – Orange County, CA
Solution: Through WealthCloud360 Family Office, Maria set up a Living Trust, Will, Power of Attorney, and Health Directive — all attorney-reviewed and tailored to her family’s needs.
Result: Her home is now secured in her living trust, her children will avoid probate, and her family will save significant time, money, and stress. Maria now has peace of mind knowing her legacy is protected.
Case Study 2: Multi-Property Protection in Los Angeles
Problem: John and Lisa owned a $1.8M primary residence in Pasadena and a $900K rental property in Los Angeles. Without estate planning, their heirs faced probate, property tax reassessments, and possible disputes.
John and Lisa – Pasadena, CA
Solution: WealthCloud360 Family Office helped them establish a Family Living Trust and transferred both properties into the trust using Quitclaim Deeds. Their plan also designated rental income to support their grandchildren’s education.
Result: They avoided probate costs of $100K+, ensured properties stayed in the family, and provided a structured legacy plan for future generations.
Case Study 3: Business Owner in San Diego
Problem: David owned a $2M home and a $3M HVAC business. Without proper planning, his assets could have been tied up in probate, and his family risked selling the business at a loss.
David Business Owner – San Diego, CA
Solution: WealthCloud360 Family Office created a comprehensive plan:
– Living Trust for personal assets and home.
– Buy-Sell Agreement and Business Valuation for his HVAC company. – Life Insurance to fund business succession.
Result: David’s family now has a clear roadmap for his estate and business. His wife and children avoid probate, his business can transition smoothly, and his legacy is preserved.
how it works
Book Your Appointment
Speak with one of our Estate Planning Advisors (10-min call)
Complete
Your
Questionnaire
We collect your information
securely online.
Review & Sign
Documents are prepared and reviewed by our team. You sign digitally or via printed package.
Receive Your Trust Binder
We ship your personalized Estate
Plan straight
to your door.
ready to get trust-ready?
Avoid Probate. Protect Your Family. Secure Your Legacy Today.
READY TO GET
TRUST-READY?
Avoid Probate. Protect Your Family. Secure Your Legacy Today.
SCHEDULE YOUR TRUST
PLANNING CALL NOW
WealthCloud360.com/TrustReadyForm
———– QUESTIONS? ———–
📞 (800) 200-1499
✉️ support@wealthcloud360.com
💬 Live Chat available Monday-Friday
