Call us at
Home  »  Wills and Trusts
Wills and Trusts

California Wills and Trusts

You love your family and want what’s best for them. That includes creating an estate plan, so they won’t have to argue with the courts or each other after you pass away. As a seasoned wills and trusts attorney, R. Dustin McFarlane will create documents that carry out your final wishes.

Wills and trusts are both tools used for estate planning, and many California residents have both. They draft wills to name a guardian for their children and an executor for the estate. Then, they create trusts to leave assets to beneficiaries and handle end-of-life decisions. Don’t worry if you’re not sure which documents you need. California Probate and Trust, PC will go over your options during the Family Legacy Strategy Session, so you can decide what to include in your estate plan.

What Can a Wills and Trusts Lawyer Do for You?

A California wills and trusts attorney can help you with every aspect of the process. R. Dustin McFarlane will customize the documents for you.

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

See What Our Clients Are Saying on Google

Whst Is A Will?

Your last will and testament provide instructions on how you want the court to handle your assets and other affairs, such as guardianship for minor children. Under California law, your will must be handwritten or typed, and you must sign and date it. Two witnesses, who are not beneficiaries of the will, must also sign it. Property distributed through a will must go through probate court. Probate can take a year or longer in California, meaning that beneficiaries will have to wait that time until they receive the property.

What Is A Trust?

Many people choose to create living trusts so their heirs can avoid probate when they pass away. You will place your assets in the trust, and you can continue to access them while you’re alive. When you pass away, the assets in the trust are transferred to your beneficiaries without going through probate. Also, if you become incapacitated and cannot make decisions, the trustee can manage your property and make other financial decisions.

Schedule A Case Review Click to Call

Funding A Trust

You have to fund your trust for it to be operational. Listing the property on the trust document isn’t enough. If you don’t actually place it inside of the trust, it will still have to go through probate. You must visit the institution where the account is held and change the title, so it’s in the name of the trust instead of your personal or business name. A wills and trusts attorney can facilitate this, so you don’t have to worry about your family going through probate. Going through probate isn’t just time-consuming. It’s also expensive, so this is critical.

Revoking A Durable Power Of Attorney

A California wills and trusts lawyer can create other types of trusts for you as well. Many people choose special needs trusts to ensure that a disabled loved one continues to be cared for after their passing. Children’s trusts are created for minor children so parents can provide for their education and other needs. Other options include life insurance trusts, charitable remainder trusts, and spendthrift trusts. Your wills and trusts attorney will explain each one in detail and help you determine which ones you need for your estate plan.

Questions or Schedule An Appointment? Click to Call