Living Trust Preparation

Living trusts are important for individuals, married couples, domestic partners, couples who choose not to get married, and those couples who cannot legally marry. A prepared living trust is a written legal document that is created to hold and manage your assets during life and then distribute those assets to your designated beneficiaries upon your death. If you need help creating a Living Trust, give us a call today at (805) 439-0715.

A prepared Living Trust avoids probate, saves you money & provides privacy.

Always keep in mind that a WILL does NOT necessarily prevent Probate. With a Living Trust, you can:

Save your loved ones thousands of dollars paid to probate and tax attorneys, and CPAs
Save time and distribute assets to family members and friends as soon as possible
Distribute cash to family members to assist with college and other monetary needs
Decide who will inherit your assets
Appoint who will take care of your minor children

Do you Have a Living Trust already?

We recommend having your Living Trust reviewed annually to help ensure that all appropriate assets are included and protected through the trust. If any of the below events happened within the past year, you may want to update your trust.