LIVING TRUSTS AND WILLS

/LIVING TRUSTS AND WILLS
LIVING TRUSTS AND WILLS 2018-10-29T16:56:21+00:00

father and daughter talk to each other

If you own a home in California and do not have a Living Trust, at your death, your estate will be subject to probate proceedings, a long, costly process. A Will alone does not avoid probate, a common misconception.

Our Living Trust package includes, the Trust, Will(s), Power(s) of Attorney for finances and Health Care Directive(s) and transfers of deeds into the Trust. The notarization of the Trust and witnessing of the Will(s) are all done in our office on completion of the documents. Again, what can be a complicated, confusing process is simplified and stress-free.

What is a Living Trust?

A living trust spells out your wishes in regards to your assets, your dependents and your heirs.  With a living trust, you are able to bypass the expensive and time-consuming process of probate. This enables your successor trustee to carry out the instructions you provided in your living trust at your death or if you become incapacitated and can’t manage your financial, healthcare or legal affairs.

I provide the following Living Trust:

Revocable Living Trust: This type of trust allows you to transfer your assets into the ownership of the trust. As the trustee of your revocable living trust, you retain control of those assets and can change or revoke the trust at any given time. The biggest benefit is that the assets in the trust will pass directly to the beneficiaries without going through the probate process.

If you need help with the preparation of a living trust, please call me at 650-574-2087. I will be glad to assist you with all of your needs.