Practice area
Living trusts
A living trust keeps your house out of probate and lets you say exactly who inherits, and when.
What a living trust does
You stay in control of everything during your life. If you become ill or die, your takes over without court, and without .
Who it's for
California homeowners, blended families, and anyone who wants to control when and how children inherit.
What's included
The trust package is complete, including the step that is easiest to forget:
- Revocable living trust
- : the deed for your California home, prepared and recorded
We'd put this off for eleven years. It took three meetings, and now our kids know exactly where everything is.
Sample review written for this demo site. Not from a real client. This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
Plain-language glossary
successor trustee
The person you name to manage your trust if you can't, and to hand out what's in it after you die.
Plain-language glossary
probate
The court process that settles an estate when there is no trust. In California it often takes a year or more, and the fees are set by law.
Plain-language glossary
pour-over will
A short will that moves anything you forgot to put in your trust into it, so nothing is left out.
Plain-language glossary
durable power of attorney
Names someone to handle your money and paperwork if you can't. 'Durable' means it keeps working if you become ill.
Plain-language glossary
advance health care directive
Names who speaks to your doctors if you can't, and records what care you do and don't want.
Plain-language glossary
funding the trust
Moving your house and accounts into the trust's name. A trust that isn't funded can't keep those assets out of probate.
Living trust
Eleven years of 'next month'
We bought our house in 2009 and had been meaning to do a trust ever since. Every year something came up.
The first call was thirty minutes and we left it with a flat fee and a list of what to bring. The drafts came with a two-page summary we actually read.
Signing took under an hour. Two weeks later the deed came back recorded, and the binder is on the shelf where our kids can find it.
Sample client, La Crescenta
Sample review written for this demo site. Not from a real client.
This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.