FAMILYTRUST

Our services

FAMILYTRUST Select Your Personalized Plan

fAMILYTRUST

Standard Will Package

The most basic estate planning document. Outlines how you want your property distributed. Names an Executor or Personal representative for overseeing your finances while the estate is being settled. Names a guardian for your children and pets.

Revocable Living Trust - Best offer!

A more comprehensive estate plan.

Avoid probate and let assets pass easily to your family. Includes a Pour-Over Will and General Assignment document to help transfer assets into your trust. Names Trustees to handle your affairs and Guardian for children and pets. Also included free: Financial Power of Attorney (Durable POA for Property Management) • Healthcare Power of Attorney (Advanced Healthcare Directive/Living Will)

Contact our advisors to help you!!.

At SU CASA FINANCIAL CONSULTANTS

we will make sure you you get all the necessary knowledge to make the best decision pertaining to Estate Planning and Trust Services.

testimonial

Clients Feedback & Reviews

Thanks to Su Casa Financial, we were able to buy our dream home. The team was incredibly attentive and guided us through every step of the process. I would recommend their services without hesitation!

Anne Customer

I never thought I could get a mortgage loan so quickly. Su Casa Financial was efficient and professional. I am very grateful for their support and dedication!

LissCustomer

As a first-time home buyer, I had many questions and concerns. The Su Casa Financial team was patient and explained everything clearly to me. I am now an owner thanks to your help. Thank you very much!

JohnCustomer

Why choose us

Unraveling Financial Potential, Tailored Just for You

Experience in buying a home

Cost Efficiency

Audit Readiness

Time Savings

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SU CASA FINANCIAL CONSULTANTS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial goals and vision into a reality.