California

Living Trust Attorney

California Probate and Trust, PC’s living trust attorney helps California residents protect their legacies while having their final wishes honored.

Protect Your Legacy with a Living Trust Attorney

Do you want to maintain control of your assets while alive, provide for your loved ones upon death, and make the process as easy for your family as possible? A living trust might be the ideal estate planning document for you. You can maintain control of the trust, and someone can take over if you become incapacitated. Your loved ones will receive the assets when you pass away without going through probate, and your legacy will live on in their memories.

While some attorneys take a boilerplate approach to living trusts, R. Dustin MacFarlane of California Probate and Trust, PC is different. He will go over your specific needs and desires and customize the document. He can also help you choose additional options, such as a Power of Attorney, to include in your estate plan.

Benefits of Hiring a Living Trust Lawyer

A living trust lawyer from California Probate and Trust, PC will help protect your assets and create paperwork to honor your final wishes.

  • Create a legally compliant living trust.
  • Fund the trust.
  • Select a trustee.
  • Amend the trust if needed. 
  • Include additional documents to maximize the estate planning benefits.
California Estate Planning Lawyer | (916) 963-9968 Probate Lawyer

WHY CHOOSE CALIFORNIA PROBATE AND TRUST, PC?

  1. Free Consultation – Find out how the probate attorneys at California Probate and Trust, PC can help you with your probate administration during your free consultation.
  2. Quick-Start No Money Down – Get started now, with no money out of pocket. The faster you start, the faster you will reach the end. And it won’t cost you a dime to get the ball rolling!
  3. Flat-Fee Billing – Call, email, or visit as much as you want without paying more with flat-fee court-approved legal fees. No hourly bills; no surprises.
  4. 100% Satisfaction Guarantee – California Probate and Trust, PC is confident that you’ll be pleased with our legal services. In fact, we are so confident that you will have a great experience that if you are dissatisfied, we will refund your money and will donate $100 to the charity of your choice.
  5. Electronic Document Storage – We will provide free 12-month access to our online document storage.
  6. VIP Administrative Assistant -  We are here to serve you. If you need copies or scans, let us know. If you need legal documents emailed to a title company or insurance agent, we are here to help. Just ask. And the best part - it’s FREE!
  7. Empathetic and Knowledgeable – Our team is passionate about helping Californians by providing compassionate legal counsel to guide them through life’s most difficult situations.
  8. Trust Credit– After you complete the Probate process, you’ll know firsthand that the process is not worth repeating. CPT will give you a $1,500 credit toward your own personal estate plan. Probate is too much work to expect your spouse or your children to repeat the process.
  9. Family Legacy Strategy Sessions – Save time and money with a 60-minute Family Legacy Strategy Session. During this session, you can talk with an estate planning attorney about your goals and your estate planning options.
  10. Free Calls for Life – Our team is always here to support and serve our clients. We answer calls, return messages and emails, and ensure to that you can get the answers that you need. This free service is part of the over-the-top service you deserve.

Real Clients, Real Reviews

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HOW TO AVOID PROBATE WITH A LIVING TRUST

Are you looking for a “living trust near me” to answer your questions about California law, and how establishing a living trust in order to avoid probate?

A desire to avoid probate is one reason people go to a living trust lawyer. Assets inside the trust don’t have to go through probate court, saving your heirs time and money. If you don’t put assets in the trust, it could take a year or longer before your beneficiaries receive the property you’ve bestowed to them. They also might have to spend several thousands of dollars on legal fees. Probate is also part of the public record, which leads to privacy concerns. Your living trust attorney can ensure that all of your property goes into the trust, so your family won’t have to worry about probate court.

AVOID LEGAL PROCEEDINGS IF YOU BECOME INCAPACITATED

Countless families end up in the courtroom, attempting to get a conservatorship when their loved ones become incapacitated. A living will and trust attorney can help you avoid that. Your living trust can appoint someone to manage your affairs if you meet the criteria for incapacitation. Your living trust attorney will help you choose the criteria, so you don’t have to worry about someone trying to take over when you are still of sound mind. By avoiding a court-ordered conservatorship, you can age with dignity while also making the process easier for your loved ones.

MAINTAIN CONTROL WITH A LIVING TRUST

Unlike an irrevocable trust, a living trust allows you to maintain complete control. A living trust lawyer can amend your trust for you at any time. You are not under a legal obligation to keep it as it is, so you can change beneficiaries, alter the terms for distributing your estate, and more. You also need to visit your lawyer when you want to add or remove any property. Your attorney will ensure your trust is up to date, so your estate will be protected if you become incapacitated or pass away.

WHAT IF YOU FORGET TO FUND THE TRUST?

Many people create the documents to open a trust, but they don’t fund it. You have to meet with the financial institution and transfer assets into a trust to fund it. Your living trust lawyer will handle this for you. However, if you forget to include assets, those items will have to go through probate before your beneficiaries receive them. Your living trust attorney might recommend a pour-over will to transfer any forgotten assets to the trust. The assets must still pass-through probate, but then the trustee can transfer the property to the trust and disperse it using the terms you selected.

Our Law Office is conveniently located at 9701 Fair Oaks Boulevard, Fair Oaks, California 95628, US