CSO Document Services Logo

CSO Document Services

Document Services in American Fork

CSO Document Services uses the same software as most estate planning attorneys. The documents produced have been created by estate planning attorneys, are updated regularly to reflect current estate planning laws, and have been validated for compliance. I print state-specific documents at a huge savings – about half the cost or less.

GET STARTED

CLIENT PORTAL

What I Do

Pen resting on contract

I am a document or form-based service provider. In short, I assist my clients in filling out forms, provide general legal information, opinions, or recommendations about possible legal rights, remedies, defenses, procedures, options, or strategies. I do not give specific advice related to another’s fact or circumstances.

 

*I am not an attorney and I do not provide legal advice.

Certified Estate Planner Certificate Given to Curtis S. Olsen

Call Us Today: (801) 680-1217

GET STARTED

CLIENT PORTAL

Forms I Print

Wills, Trusts, Powers of Attorney, Health Care Directives,
Certification of Trust, Individually or as a package
 
Complete Estate Plan: Individual and Couples
 
  • Trust
  • Certification of trust
  • Declaration of trust
  • Marital property agreement
  • Assignment of personal property
  • Distribution of personal property
  • Assignment of Business interests
  • Wills and Guardianship
  • Powers of attorney
  • Health care Directives
  • Final Instructions
  • Funding documents
  • Trust Funding Success Manual
 
Will and Powers Package: Individual and Couples
 
  • Wills - Guardianship
  • Powers of attorney
  • Health care directives

Note: I do not provide consulting or legal advice

Call Us Today: (801) 680-1217

GET STARTED

CLIENT PORTAL

My Story

Curtis

Curtis Olsen

I’ve been working in financial services for the last 25 years. I started in residential mortgage lending, then moved into the insurance planning and retirement planning.

 

When I became a single father, I had to make a change. Estate Planning has become my passion. For the past 13 years, I have helped hundreds of families put their documents in place. To protect from probate, secure their futures, and provide peace of mind that only come when you are completely prepared.

I’m now remarried to the love of my life, She’s perfect in every way. Because of her, I can be my best self. Focused on my client’s needs.

I look forward to meeting and sharing some time working with you.

I’m available most days. Call to set up an appointment or feel free to schedule an appointment with me on my calendar link HERE

2 out of 3 trusts fail because They are not completely funded, I’m a licensed financial
professional in 5 different states, I specialize in the transferring assets to Trusts. And making sure your trust is updated as needed.

Call Us Today: (801) 680-1217

GET STARTED

CLIENT PORTAL

Address

 

388 W 1360 N, American Fork,

UT 84003, USA

Contact


(801) 680-1217

info@csodocs.com

Hours

 

Monday           8AM - 5PM

Tuesday           8AM - 5PM

Wednesday     8AM - 5PM

Thursday         8AM - 5PM

Friday               8AM - 5PM

Saturday                 Closed

Sunday                    Closed