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Business Profile

Estate Planning and Management

California Trust
BBB Accredited BusinessA+Rated by BBB
Visit Website(619) 542-7771Email BusinessWrite a Review

About

Overview

California Trust

4025 Camino del Rio S Ste 300

San Diego, CA 92108-4108

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BBB Accreditation & Rating

California Trust is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

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About This Business

This business offers legal document preparation services regarding living trusts, wills, power of attorney, and other financial services including insurance annuities.

BBB Accredited Since: 7/1/1996

Years in Business: 35

Products and Services

Estate Planning Services, Family Trust Creation, Legal Document Assistance, Living Trust Preparation, Living Will Preparation, Paralegal Services, Special Needs Trusts, Trust Document Preparation, Trust Updates, Will Preparation

Business Details

Local BBB:
BBB, Mountain West & Pacific Southwest
BBB File Opened:
1/19/1994
Business Started:
1/1/1991
Business Incorporated:
6/14/2002
Type of Entity:
Corporation
Alternate Names:
California Estate and Financial Group Inc
California Paralegal
Business Management:
Mr. Scott Eric Schoeller, Owner

Additional Contact Information

Principal Contacts
Mr. Scott Eric Schoeller, Owner
Customer Contacts
Mr. Scott Eric Schoeller, Owner
Additional Phone Numbers
Other Phone: (800) 938-7878
Other Phone: (480) 266-4025
Other Phone: (619) 253-0151
Additional Email Addresses
Primary: Email this Business
Additional Websites
familytrust4you.com/calif...
ethicalcommunity.org/cali...

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Refund and Exchange Policy
Full Refund within 24 hours
Business Categories
Estate Planning and Management, Legal Document Help, Paralegal, Trust Company

Latest Reviews

  • Kim S

    "I met REMOVED10 years ago when he completed our initial trust. I needed to update our trust and was able to easily get a hold of REMOVED." ... Read full review

  • Paul T

    "REMOVEDis trustworthy, professional, and informative. I highly recommend REMOVED."

  • KENNETH S

    "very professional and fast response to my request not one hickup answered all my questions very timely"

View all Reviews

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