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The most common trust used in California. This is the best estate planning tool to make sure your loved ones do not have to go through probate to receive your assets after your death. 

A tool used for various purposes according to the special circumstances of each client. Some irrevocable trusts are designed for tax purposes, some are for charitable giving, for the support and maintenance of a special needs or aged beneficiary and much more. 

Estate plan documents commonly need to be updated due to life events and changed circumstances. This can be done with an Amendment to the trust or a Restatement. An amendment is a change to a particular section. With a restatement, the trust is re-written again as a whole. 

Generally using Wills as the main estate planning tool is not recommended in California because Wills have to go through the very long and expensive Probate process. In some cases, however, Wills are still used. For example, when an individual is traveling or in the middle of a divorce and do not have enough time to properly create and fund a trust.  

A special Will that accompanies a living trust. This Will pours over all of the assets under an individual name at the time of his death, to his living trust. This tool is designed to make sure that even if an asset was not transferred to the trusts for any reason, it would still be distributed according to the terms of that trust. 

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

If your estate plan documents are more than 5 years old, it is usually a good idea to have an attorney go over them, make sure they are current with the law and that they still serve your goals, taking into consideration your current personal circumstances. 

This documents covers anything that is not titled under your Trust- Financial institution accounts, communication with government agencies, retirement assets, etc. This is an integral documents in an 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 is very important to make sure your loved ones do not have to go through probate to receive the property. Based on the Estate Plan we design with you, we will then draft the proper Deed and tax forms so that the property title will match your estate Plan. 

Based on your assets, we will draft the appropriate documents to assign 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.