One Missed Account Could Send
Your Family to Probate Court
Stay ahead of probate with a trust review built for peace of mind.
- 15+ Years of Experience
- 5,000+ Families Helped
- Certified Specialists
Don’t leave your family’s future to chance. Schedule your consultation today.
What You Might Be Leaving Unprotected
Even the most carefully written trust can become outdated as life moves forward. New homes, shifting accounts, changes in family, and overlooked assets are common—and each one can leave gaps that put your estate plan at risk. Our Estate Audit is designed to uncover these issues before they turn into costly problems for your loved ones.
🏠 Property Purchases
A new home, rental, or vacation property may never have been titled into your trust. Without this step, probate is almost guaranteed.
💳 Accounts
Accounts are opened and closed all the time, but if they’re not linked to your trust or updated with the right beneficiaries, your plan is incomplete.
👨👩👧👦 Family Changes
Marriages, divorces, and new children or grandchildren can shift your priorities. If your trust doesn’t reflect today’s family, it may not protect them tomorrow.
💻 New Assets
Digital accounts, personal valuables, or other property often go unlisted. If it’s not in your trust, it’s not fully protected.
Why Families Trust California Probate and Trust, PC
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Why an Estate Audit Gives You Peace of Mind
An Estate Audit is more than a paperwork review. It’s your chance to make sure your trust still does what you intended it to do—protect your family and preserve your legacy. With every detail checked, you can move forward confident that nothing has been overlooked.
Families who complete an audit often say they feel a new sense of security. They know their property and accounts are properly tied to the trust, which means their loved ones won’t be dragged through the expense and stress of probate court. That peace of mind is priceless.
The process also gives you clarity. You receive a straightforward report that explains exactly what is in order and what might need updating. No legal jargon, no guesswork—just plain-English guidance. If we find gaps, we walk you through the solutions so you leave with confidence knowing your estate plan is strong and reliable.