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A revocable living trust is the most commonly used trust in California. It’s an essential estate planning tool that ensures your loved ones can avoid the probate process when receiving your assets after your death. While you are alive, you are the beneficiary of the trust, making it a useful tool for managing your assets in the event of incapacity.

Estate planning documents often need to be updated due to life events or changing circumstances. This can be done through an amendment or a restatement of the trust. An amendment makes changes to specific provisions, while a restatement involves rewriting the entire trust.

In California, using a will as the primary estate planning tool is generally not recommended, as it requires going through a lengthy and costly probate process. However, there are situations where a will may still be appropriate, such as when the value of the estate is below the statutory threshold, or when an individual is going through a divorce and doesn’t have the time to properly create and fund a trust.

A pour-over will is a special type of will that accompanies a living trust. It ensures that any assets held in an individual's name at the time of death are transferred to the living trust. Therefore, even if an asset was not properly transferred to the trust during the individual's lifetime, it will still be distributed according to the trust's terms. Additionally, a pour-over will is essential for appointing guardians for minor children.

This documents is used to amend or add a section to an existing Will.  

If your estate planning documents are more than five years old, it’s a good idea to have an attorney review them to ensure they are up to date with current laws and still align with your goals, considering your current personal circumstances.

A financial power of attorney appoints an agent to manage your affairs in the event of incapacity. It covers assets and matters not titled under your trust, such as financial accounts, communication with government agencies, retirement assets, and more. This is an integral document in any estate plan.

A document intended to direct the agent of your choice about your health care and end of life preferences. 

If you own real estate, it’s crucial to ensure that your loved ones can avoid probate when inheriting the property. Based on the estate plan we create with you, we will draft the necessary deed and tax forms to ensure the property title aligns with your plan.

Based on your assets, we will draft the appropriate documents to transfer your property to your living trust. This is a crucial step to ensure that your property is titles correctly under your trust and that no probate is needed.