By setting up a living trust, a client may avoid the expense and long delays of probate, minimize estate taxes, and ensure that his or her personal care and finances are appropriately handled upon his or her disability. Much like a will, a living trust will describe what happens to your property in the event of your death. While you are alive, you remain in control and have the power to change the trust at any time. Upon your incapacity or death, your trust provides a mechanism for handling your affairs, without the need for probate proceedings.

Our standard estate plan is a comprehensive package that is structured around a revocable living trust, and consists of the following:

• Revocable Living Trust, including
  • Funding Instructions
    
  • Trustee & Successor Trustee Instructions
  • Funding Letters to Financial Institutions
  • Transfer Deeds
  • Other Assignment Documents
• Pour Over Will(s)
• Durable Power(s) of Attorney for Property
• Advance Health Care Directive(s) (or "Living Will(s)")

We are pleased to assist you in all aspects of living trusts.  FOR AN APPOINTMENT OR ESTIMATE, CONTACT US ONLINE OR CALL US AT 760-346-3355 OR TOLL-FREE AT 888-220-7272.