California

Revocable Trust Attorney

California Probate and Trust, PC empowers seniors by creating revocable trusts as part of their estate plans

Plan for the Future with a Revocable Trust Attorney

When you create an estate plan, you have the option to include a revocable trust. Also known as a living trust, this document allows you to choose how your assets are distributed upon death. You can retain control of the trust while you are alive and even make changes if you wish. A revocable trust also protects you if you become incapacitated, allows your heirs to avoid probate, and so much more. 


Properly creating and funding your trust is vital. If you make a mistake, your loved ones might have trouble accessing their inheritance. Fortunately, R. Dustin MacFarlane of California Probate and Trust, PC has spent years helping seniors create trusts. As a top revocable trust attorney, he creates customized legal documents for clients to ensure they enjoy all of the protections and benefits. 

Benefits of a Revocable Trust

Many people visit a revocable trust lawyer so they can enjoy the benefits provided by such a document. 

  • Avoid probate.
  • Choose someone to manage assets if you aren’t mentally competent.
  • Select how assets are distributed.
  • Determine who gets assets.
  • Maintain privacy regarding your estate.
Bay Area Probate Lawyers

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.

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SAVE TIME AND MONEY WITH A REVOCABLE TRUST

If you only have a will, your estate will go through probate before the assets are passed to your beneficiaries. Probate usually lasts at least nine months, but it can take two years or more for complicated estates. It’s also expensive, with many families spending thousands of dollars on probate. Assets inside of a revocable trust are not subject to probate. You will set the distribution terms, and your beneficiaries will receive the assets when you pass away. This is much faster and more affordable than going through probate.

PROTECT YOUR ESTATE WHEN INCAPACITATED WITH A REVOCABLE TRUST

Your revocable trust attorney can also help you protect your estate if you become incapacitated. A revocable trust allows you to appoint someone to manage your affairs and make decisions on your behalf if you cannot do so. Without a revocable trust in place, your family will have to go to court to obtain a conservatorship. This is an expensive, time-consuming, and difficult process for families. It can also be quite uncomfortable for you since the court might choose a temporary guardian that isn’t a family member. You can avoid these problems by having a revocable trust lawyer create documents for you.

AMENDING A REVOCABLE TRUST

A revocable trust allows you to maintain full control over your assets during your lifetime, as long as you are of sound mind. Many people choose to amend a revocable trust after getting married, getting divorced, or having a child. You can also amend your trust if you want to change how the property is distributed or add or remove beneficiaries or property. Your trust lawyer will help you make all necessary changes, ensuring that it meets the legal requirements set forth by the state of California.

ADD A POUR-OVER WILL TO YOUR ESTATE PLAN

Your revocable trust attorney might recommend a pour-over will along with the trust. If you overlook some of your assets and fail to put them in the trust, your executor can transfer them if this document is in place. While those assets will have to go through probate, they will be subject to the terms of the trust after the process is over.

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