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Pacific Coast Trust

Founded 2004 • With Angi since October 2012

4.9

(24) Verified Reviews

Financial Planning
Dance Instruction

Description

Pacific Coast Trust is a full service Estate Planning/Living Trust Firm founded on the core principles of Integrity, Accountability and Dedication. In-Home or Office Appointments Available Evenings or Weekends for your convenience. Complete Estate Planning Service with Privacy and Convenience. Personal, Individual and Customized Consultation. Assisting Individuals and Families in Properly Structuring their Estates. Future Accessibility to Estate Planning Attorneys. Funding and Recording of all Real Estate Deeds. What takes most Estate Planning firms three appointments in their office, Pacific Coast Trust completes in just two in the comfort of your home and at about half the price! Protect your Family Conserve your Assets Maintain your Privacy We accept personal checks and all major credit cards....

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Verified Reviews

A few reviews for this pro...
5.0

09/30/2018

It was incredible. Fred is the BEST!!! I have Lyme disease and have been sick for a little over 3 yrs. This should have been written 2 years ago however I was so sick I couldn't figure out how to sign on. He came to my house to do everything I needed! It was such a relief to get this done. I have referred many over the past 2 years but not sure if anyone followed thru.

Description of Work
Living Trust

Category financial advisor

5.0

06/02/2018

This firm runs efficiently on a novel split “inside” or “outside” structure, a process they created to give clients a flexible and cost-effective choice in how they set up one’s trust. Frank Kallmeyer’s customer service was outstanding; he was very helpful to me as I wasn’t really clear when I met with him, what portions of my estate would go to whom including a niece who receives public benefits ...

Description of Work
Estate planning and financial planning

Category financial advisor

5.0

01/10/2017

Kudus to Frank and his team at Pacific Coast Trust for their customer service focus We are very pleased with the quality work and professionalism exhibited by Frank and his team in bringing our vision to reality by creating our family trust . Frank worked with us patiently as we planned out our family trust and made excellent suggestions that improve the implementation of our vision. Pacific Coast...

Description of Work
Created our vision into a family trust

Category

4.0

12/23/2016

Mr Comyer was very professional, very personable. We filled out a very big questionnaire. He made me review the summary and there were glaring errors throughout. This went on for months. After an enormous amount of time I found an old questionnaire and filled it out and returned it to him. He returned to me with the same questionnaire with all the errors. I outlined the existing answers and what t...

Description of Work
It was very interesting.

Category Uncategorized

5.0

12/21/2016

Turned out fine! He worked with our schedule and came out when we were ready to have him come out. He did what we needed, it was all fine and professionally done. Between the time he came up to the house and he came back a week later with all the doc, it took about a week.

Description of Work
He created a living trust for us.

Category financial advisor

    Services Offered

    Pacific Coast Trust is a full service Estate Planning/Living Trust Firm founded on the core principles of Integrity, Accountability and Dedication. In-Home or Office Appointments Available Evenings or Weekends for your convenience. Complete Estate Planning Service with Privacy and Convenience. Personal, Individual and Customized Consultation. Assisting Individuals and Families in Properly Structuring their Estates. Future Accessibility to Estate Planning Attorneys. Funding and Recording of

    Services Not Offered

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    General Information
    Free Estimates
    Yes
    Eco-Friendly Accreditations
    No
    Payment Options
    Check, Visa, MasterCard, American Express, Discover, PayPal
    Senior Discount
    Emergency Service
    No
    Warranties
    Yes