California Estate Planning

No need to find a notary: we provide one for you. 

The notary will walk you through each section of your documents.

Once the notary leaves, you will have a valid Living Trust.   

Starting with an initial consultation, we discuss your goals with you, and gather your information that will enable us to achieve your objectives. Then, we draft your Trust to include your assets, bank accounts, investments, real estate, and all other personal property to protect them from probate court! We record whom you select to become your successor in the event of your death or incapacity. Further, we include the heirs and persons you wish to inherit your belongings. 

Remember, AS TRUSTEE, YOU CONTROL EVERYTHING in your Revocable Living Trust! 

You have the power to add or remove items whenever you wish! When you perish, the person whom you have selected to become your Trust successor, does so seamlessly; and, your estate avoids probate! This successor MUST manage your Trust as you have set forth. Your successor must distribute your assets exactly as you determined when your Trust was created. 

You also select whom you wish to become guardian to your minor children in your Trust. Without a Trust or a Will, the probate court determines the guardian for your minor children.