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BBB Accredited Business since 09/11/2014
(844) 687-37821777 Borel Pl STE 305, San Mateo, CA 94402-3527
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Our company in San Mateo is committed to providing a practical solution for all your estate planning needs at an affordable price.
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A BBB Accredited Business since 09/11/2014
BBB has determined that Trustandestateplan.com meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised Trustandestateplan.com's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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|Guarantee / Warranty Issues||0|
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Customer Reviews Summary Read customer reviews
0 Customer Reviews Customer Reviews on Trustandestateplan.com
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Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:Investment Adviser
44 Montgomery St Ste 1100
San Francisco, CA94104-4613
San Mateo County Assessor/Clerk-Recorder LDA, Process Server
555 County Center, Third Floor
Redwood City, CA94063
BBB records show a license number of CRD# 157853 for this company, issued by Investment Adviser. Their web address is http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd Search.aspx.
BBB records show a license number of LDA #34 for this company, issued by San Mateo County Assessor/Clerk-Recorder LDA, Process Server. Their web address is http://www.smcare.org/clerk/.
Type of Entity
Limited Liability Company
Contact InformationPrincipal: Mr. Russell Albright (President)
Number of Employees
Investment Advisory Service, Estate Planning & Management, Legal Document Assistance
Products & Services
We offer Online Plans for as little as $399, or a Complete California Revocable Living Trust and Estate Plan for $599.
Refund and Exchange Policy
30 Day Money Back Guarantee
This business service area covers: San Francisco, Oakland, Fremont, Santa Rosa, Hayward, Concord, Berkeley, Richmond, Antioch, Daly City, San Mateo, Vacaville, San Leandro, Livermore, Napa, Sonoma, Vallejo, San Rafael, San Mateo, Walnut Creek