CaMu Document Services Inc. - Living Trust

CaMu Document Services Inc. - Living Trust

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management
Complex Situations

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

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First-Time Clients

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What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

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What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

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How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

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Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Risk Management
Complex Situations

Contact Information

Address

28212 Kelly Johnson Pkwy

Valencia, California 91355

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

My husband and I got our trust done with Mary. She is very knowledgeable, explained things so it was easy to understand, and the value for the price is unbeatable. They kept me informed throughout the entire process, and although they have many customers, I never felt like we weren?t important. Mary had advice on other financial matters as well. I also brought my parents in and they received the same great service.

Had a great experience with CaMu Document Services Inc. Mary was super professional and really helpful. She answered all our questions and explained everything step by step without any hesitation. She made the whole process easy and stress-free. Definitely recommend them if you need help opening a trust account.

We recently had the pleasure of working with CaMu Inc. to prepare our family living trust, and the experience was exceptional from start to finish. Their team demonstrated the utmost professionalism and thoroughness, guiding us through every intricate detail with clarity and patience. They ensured we fully understood each aspect of the process, making what could have been a daunting task both manageable and straightforward. Moreover, their pricing was remarkably competitive, offering outstanding value for t

Mary did an amazing job walking us through our living trust/will. Everything about the experience went well from her knowledge, the fees, the location and Marys attitude was great! I will be coming back for more financial services with her! Recommend to everyone! Appreciate you Mary!

What a wonderful experience! It is a great feeling to know that all of your lifelong hard work and assets are protected. Dr Mikhail and Mary Mikhail at CaMu Financial gave our family peace of mind and great happiness. We love them and can?t thank them enough for taking care us.

5 Stars! We have trusted Dr Mikhail and Mary with assisting us in making our financial planning, fiduciary and Living Trust decisions for 15+ years.Working with CAMU is an educational experience. An annual review becomes a classroom where you are educated on how investments work and how to make the best personal decisions for you and your loved ones. You feel free to ask questions. Dr Mikhail and Mary are a TEAM both patient, not condescending and understands how investments / money work. Also Terry is very

I reached out to Mary for a living trust and she has been nothing but patient and helpful throughout the whole process. She?s answered all my questions via phone calls and texts. I highly recommend her and the whole process was very easy. She?s very professional and makes you feel like family at the end of the day. Thank you to Mary and her whole team.

Mary Mikhail, at CaMu Document Services, was knowledgeable, informative, efficient, patient and friendly, throughout the process of our living trust. Dr Mikhail was efficient and patient throughout finalizing and signing of our living trust. He also gave us some very good advice on our financial planning.

I had the pleasure of working with Mary and Dr Rafeek at CaMu Inc. We obtained our living trust and the process exceptional. Its an overwhelming process but they approach it with empathy and patience. Thank You for all that You did for us and for all of your sound advice.

CaMu Inc. staff are amazing! Mary made sure to answer all my questions through out the whole process. Even before going to my appointment, their staff were very communicative with all my questions and concerns. I look forward to helping a lot of families by sending them to CaMu. Thank you all so much!

I had been putting off doing my living trust forever, my whole family decided to do it at the same time with Ca Mu and they made it so easy! They explained everything and it was so great to work with this professional team! I highly recommend them to anyone who is thinking about getting this done. What a piece of mind I have now. 5 stars

I had a great experience with the team. Mary was professional, knowledgeable, and took the time to explain everything in detail. Highly recommend their services!

I had an old Living Trust that I had done myself and it was a mess. I thought I would have to redo everything and it would cost a lot, but Mary said we could just amend it. It?s a lot at stake doing something like this and can be emotional. Mary explained everything very clearly and that made it easy. Before even getting there for my first appointment, I was sent a check list so I knew exactly what I needed to bring. All my correspondence with Mary and the CaMu team has been easy. I?ve had a fast reply?s on

After reading all the wonderful reviews on this page , I decided to call Mary Mikhail of CaMu Inc. I am very happy with the services she provided to me setting up and signing my Living Trust on October 2024 . She is very professional and friendly, she made me feel comfortable to ask all questions and concerns. The whole process went smoothly. I already recommended her to two of my friends and I will continue to recommend her . Thank you so much Mary , sending you a big hug ??

It was a while I was looking for someone to help us with our living trust and we finally did it. Thank you CaMu for your service. Definitely recommend CaMu for your great service and making the process clear and easy for us.

Amazing service and quick turnaround. Mary was extremely professional and made the process so easy. I would definitely recommend.

We recently had the pleasure of working with the CaMu Inc. Team to fill out our trust, and the experience was outstanding. From the moment we reached out to them, their professionalism and expertise were evident. The team took the time to explain every step of the process, ensuring we understood all our options and felt comfortable with our decisions. Their attention to detail and dedication to our needs gave us complete confidence that our trust was in good hands. What stood out the most was their personal

We absolutely loved working with Mary! She was so thorough, friendly and explained everything for our living trust. Not only was she extremely knowledgeable regarding our living trust but also offered us financial advising for our growing family. I highly recommend her and she was affordable to meet our needs. If you?re looking to do a living trust please look no further than Mary. She made our experience feel, warm and treated us like family. Thank you!

Getting a trust done with Camu Document Services was a great experience. They streamline everything and communicate well!

Mary is wonderful. I was referred to her by a friend who also had a great experience and I am so glad I came to her to handle my trust. She is extremely helpful and handled everything professionally. I highly recommend

I cannot rave enough about how wonderful of an experience it was to deal with Mary Mikhail with our Living Trust. She is both knowledgeable and personable. Our Living Trust binder and all that was included was perfection. She made this experience so enjoyable and seamless that I believe she could now be my best friend. I wholeheartedly would recommend her services with all of your financial planning. Take a chance. You won't regret it.

Mary was knowledgeable, informative and very friendly. It was easy to ask her questions and get her opinion on matters. I updated a 20 year old trust and the price was right?a definite selling feature.

Mary was awesome in helping our family set up a living trust. She made the whole process simple and answered any questions we had. Would highly recommend her services to any family looking to secure financial assets. Thank you so much Mary!

I?m posting this on behalf of my mother and grandmother who had the easiest experience with Mary. They both highly recommend her! Mary helped both of them have such an easy and comfortable time creating our family trust. Thank you Mary for helping my family!

Mary and team made the living trust process very easy and at a great price. I definitely recommend.

We had searched for a company to prepare our living trust but had difficult time to decide; they were either too expensive or appeared to be not trustworthy. Our long search paid off when we found CaMu. The price was very reasonable and the company representatives paid attention to details and took time to answer all questions we had. On top of that, they went over completely free overview of our finances. We STRONGLY recommend CaMu to anyone considering to prepare living trust and/or need financial advice

Mary was extremely helpful and knowledgeable. I am very pleased with the professionalism that they displayed. Thank you!

Knowledgeble and professional. Would highly recommend. Very clear , helpful and concise explanations . Office is convenient to go to ... lots free parking . Go to Mary !

Had a great experience getting my living trust with CaMu! I would recommend their service!

Mary was great and very warm when explaining details about making decisions in creating our trust. She made sure we understood everything that we were doing. Mary makes you feel right at home! Highly recommend using CaMu!!

Great experience with CaMu trust and will. Mary is very helpful.

Mary was a pleasure to work with, and I would refer her to anybody doing a trust or any financial matters. I enjoyed thoroughly working with her and I?m sure you will too.

Mary is wonderful! Mary is kind, professional and very compassionate. All documents were professionally done and in a timely manner. The living trust was given to us in a professional notebook and everything was explained to us. We definitely recommend Mary!

My husband and I went to do a Living Trust, which was a relatively easy process. Then Mary took us under her wing and helped us learn to help make our own financial lives better. She treats us like family. Thank you Mary and Dr. Mchail for sharing your knowledge and expertise with us, the less experienced.

Not sure where to begin? but Mary was a great pleasure to work with. She handled the processing of our family trust with professionalism and care. She escalated the entire process in the short time we had and we are more than satisfied with her business etiquettes. Would highly recommend for a trustworthy and reliable source for all the financial advising needs.

My wife and I have been with CaMu now for several years. From the first time we met Mary she has always been very professional and knowledgeable in her guidance. But from the very start she has also made us feel at home, like family. We are grateful for her excellent service!

Trust/will was thoroughly explained, Mary and staff were friendly and professional. I would highly recommend this office.

Mary helped us with our living trust and I loved how informative she was about any questions we had! She?s very knowledgeable and has amazing customer service. We?re recommending anyone who needs services like hers to go to Mary because we were 100% satisfied with the trust.

I am very pleased with the trust that I signed on 9/27/2024. My meeting with Mary Mikhail was very professional and best of all the signing of documents only took 1 hour. I certainly will recommend CaMu to others.

I like to post an experiment with Mary who is not just professional, helpful & friendly, but also knowledgeable in the project we needed.

Mary and Mike are very professional and knowledgeable They also finish the product with beautiful design and organized binder I strongly recommend to everyone to find it out and like them and use them

I met with Mary to prepare my trust. It was a great experience and she was very helpful and patient walking me through it all. I recommended a friend of mine who also had a very good experience and was pleased with how helpful and professional Mary was. I plan to meet with her again soon to discuss financial planning.

I had a very pleasant experience using CaMu Services for my Living Trust. I appreciate that the cost was reasonable to be able to provide peace of mind and organization for my children when the time comes.

Our experience with CaMu has been very positive. We met Mary when they were providing home visits and the relationship started there. They have our trusts, notary services and never an issue with their services. Very thorough and easy to understand.

Hello, Today, my husband and I were handed our family trust portfolio. After few years of research we came across the CaMu financial services. We got to meet Mrs Mary and Dr Mikhail, local residents of Santa Clarita, owners of this financial institution. Our first meeting was so delightful, both very charming yet super professional. The second you walk in till you leave you are treated with nothing but care, you can relaxe and know you are in good hands. Both Mrs and Dr Mikhail, are very efficient, detail

Mary and Dr. Mikhail are very professional and knowledgeable. They are excellent financial advisors. Mary helped us get our finances in order and executed our Living Trust. She answered all of our questions and we felt very comfortable and at ease knowing our finances are in good shape. We highly recommend CaMu Financial & Insurance Services, Inc. for all your financial needs. Irene & Mike

What a great company to do what everyone should do! It?s professional and won?t break the bank like others charge!!! Go see Mary ASAP!!! Wonderful peace of mind!!!!

Highly recommend! Mary was very helpful and informative with the entire living trust. Very affordable too!

Excellent service throughout the process. Comprehensive yet very streamlined. We feel very relieved knowing we now have our affairs in order and confident that CaMu has executed our Trust consistent with our wishes.

I found a great fiduciary in Mary Mikhail of CaMu, she took care of my needs in preparing a Living Trust. The process and document was easy enough to follow with her help. I felt comfortable asking her any questions I needed answers to. She made me feel comfortable in going with the process of preparing a Trust. Ms Mikhail and her staff are very efficient and friendly in their part throughout the timely process. I am thankful to have found these folks and would recommend them for your needs.

I recently engaged CaMu to update my trust. The new trust was very well done and delivered as promised. The team was very helpful and professional in the development and delivery of my new trust i highly recommend CaMu to anyone seeking estate planning services. I will most certainly engage them again as the need may arise.

My husband and I were referred by a client of Mary?s and we are extremely glad that we were. We were looking to create a living family trust. Mary was very professional in explaining the details and process for accomplishing our wishes and goals and we are more than pleased and thankful for that accomplishment. We would be honored to refer friends or family to her. Mike and Joanne Modugno

Professional, friendly, and educational?these are the words that come to mind when I think of our experience with CaMu Financial and Mary. She has been a game-changer in helping my wife and me prepare for our future. Setting up the living trust was quick and easy, giving us peace of mind knowing that our wishes are clearly outlined and our heirs won't have to deal with probate and the costs that come with it. Beyond that, we've continued to work with Mary for our retirement planning. Despite the occasional

Mary and the staff at CaMu were truly amazing to work with on establishing my living trust. She carefully walked me through each step of the process and was always available to answer my questions. If you are looking for assistance with creating a living trust, then look no further. Highly recommended!

Mary Mikhail is amazing. She went above and beyond for my family. She did not rush us and guided us through our living trust from start to finish. I highly recommend CaMu.

We have been working with Mary on our living trust and retirement accounts. Mary, Dr. Mikhail and her assistant are professional and knowledgable. We are very happy with all the informative guidance they?ve provided. We recommend them highly to everyone.

CAMU made the process to set up the trust so easy. Awesome job, thank you.

Getting a living trust done was overdue by decades. I found Mary through a referral and could not be more please! Mary helped me with my many quirky questions and I now have a trust!

Mary provided valuable investment information. I truly appreciate her taking the time to explain various options available to maximize retirement benefits.

My husband and I, wanted to update our living trust. We found Camu Inc. and Mary Mikhail. Mary was so informative and helpful. She guided us through the process and we were delighted with the results. Mary was very professional and fun to work with. Definitely a five star company!

I was extremely pleased with my experience at CaMu Document Services Inc. They were very professional, trustworthy, and knowledgeable in the handling of my living trust. I encourage all to call CaMu to handle your living trust as I am referring them to all my family and friends as well. Thank you, CaMu!

We were referred to Mary by a friend, as we were trying to get a trust together for my mom. Mary was so great with her, explaining the whole process very simply when needed, and with more details when needed. Doing everything to make sure the process was understood the whole time. My mom is close to 80, and some things get complicated, for her, Mary made this process about as easy as I would have ever imagined. Can?t recommend highly enough.

Mary is been very excellent and communicate, and understandable and very reasonable we are very happy.

Mary Mikhail was very professional, friendly and very knowledgeable and made me feel comfortable creating my Family Trust. She did an excellent job. Very satisfied with the service I received and I would highly recommend CaMu, Mary and her team. Thank you Mary!

I can't thank Mike enough for doing our family Trust. Very professional and kind. He explained everything to my son and I. Would definitely recommend him. Thank you again and we will be enjoying the wine you so graciously gave us.

I am so very pleased with CaMu . Mary Mikhail and Dr Mikhail are very professional and thorough in every part of the process of creating my trust and assisting in my wealth management. I highly recommend them for their services.

We found cami to be very comfortable to deal with. Mary and Dr Rafeek to be extremely patient with us and explained everything clearly. I will not hesitate to refer them for all of their services.

Mary and Terry was very helpful in explaining the details of the will and trust. It has been very pleasant doing this with them.

We loved the entire process. They were prompt in getting an initial date, while in the office they were professional and informational and answered questions we had while filling out our living trust. A month later (they told us it would take that long) we came back to the office to sign the documents. They handed us a beautiful binder with the name of our trust on it. We have already referred them twice and will refer them again.

I am so impressed,they did very good job. I appreciate their hard work

I work with Mary to complete my Family Trust. I had a wonderful experience and Mary is so knowledgeable and friendly. She is so organized and explained pros and cons. I highly recommend this place .

Good and easy process helping us preparing our trust. Will recommend. Thank you

I am delighted to share my positive experience with Dr. Rafeek and Mary Mikhail of CAMU Financial Services who provided me with outstanding assistance in retirement planning, insurance, and estate planning. From the moment I contacted them they went above and beyond to ensure that my financial future was secure and well-protected. First and foremost, they took the time to understand my unique financial goals and crafted a comprehensive retirement plan tailored to my needs. They provided me with valuab

Marie exceeded all our expectations when she did our trust. She was very professional, punctual, efficient, and thorough throughout the process; every last detail we discussed was accounted for in our trust. Needless to say, she went out of her way to provide quality service and care. In addition, Dr. Mikhail gave an excellent and informative presentation about investments. We are highly recommending Marie and Dr. Mikhail to anyone interested in their services.

We had such an amazing experience. Mary and her staff are wonderful. They put together our documents and gave us a gorgeous, personalize binder for our trust paperwork. Everything is so organized in an order. I?m so happy I found them. They also helped us with our finances. Thank you so much you guys are the best!!!

If there is an option for 6 stars i will do that, very profession al ,honest and helpful. I did my living trust and Mary walk me thru all the process step by step, she showed how dedicated she is to her job with helping people. I highly recommend her

Absolutely loved working with Mary and Rafeek. Both were very professional and made you feel like family the minute you walked into the office! We will recommend them!!

Great, experience handling all of our paperwork. Her knowledge in this process made the experience so much easier on hard decesion we had too make. Would 100% recommend.

Mary and the team were very knowledgeable and helpful. They were very helpful and explained everything in detail.

Top professional and one of the best firms I ever worked with. If you need to get answers to your questions ask them and you will get the answers professionally.

I enjoyed working with Mary, she is very professional and knowledgeable. I had a great experience from beginning to end and would recommend CAMU to anyone needing this type of service.

Very satisfied with compassionate service. Would recommend the excellent service to anyone.

Excellent experience. Mary is a very knowledgeable professional.

I had a great experience with Mary Mikhail! She spent a lot of time with me explaining a lot of options! I would recommend them to anyone who is looking to make a trust! What a seamless process! I look forward to doing other business with them in the future!

Mary and Dr. Mikhail were so helpful setting up my family?s retirement, insurance and estate plan. Their whole team was fast and informative in exploring different options. Each option was very comprehensible and any questions were answered right away. Overall, our experience with CaMu is very positive!

We love working with CAMU. The customer service and care is stellar!

The process was straightforward and Dr Mikhail made everything extremely easy to understand. I highly recommend CAMU for all your living trust needs. Sincerely. Roger Entwistle

Mary is knowledgeable and made the whole process of executing our living trust easy, we really appreciate her expertise.

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