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, the trust lawyers at California Probate and Trust, PC are 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.
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Why Choose California Probate and Trust, PC?
1 Free Consultation
Find out how our attorneys can help you create your estate plan (wills, trusts, power of attorney, Advanced Medical Directives) during your free consultation.
2 Flat-Fee Billing
No hourly bills; no surprises. Simple and easy-to-understand estate planning services.
3 100% Satisfaction Guarantee
We are so confident that you will have a great experience that if you are dissatisfied, we will refund your money and donate $100 to the charity of your choice.
4 Electronic Document Storage
We will provide free 12-month access to our online document storage.
5 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!
6 Empathetic and Knowledgeable
Our team is passionate about helping Californians by providing compassionate legal counsel to guide them through life’s most difficult situations.
7 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.
8 Free Calls for Life
Our team is always here to support and serve our clients. We answer calls, return messages and emails, and ensure you get the answers you need. This free service is part of the over-the-top service you deserve
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How To Avoid Probate With A Living Trust
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.
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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.