Living Trust Planning

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 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 with your Living Trust, give us a call to schedule a complimentary appointment.

A 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
Living Trust

Have a Trust already? 

Another important factor to consider is if any of the below events occurred within the last year. We recommended to have your Trust reviewed annually. In this way, all your assets are guaranteed to be included and protected through the generations.

  1. Did you get married or divorced?
  2. Had a child or grandchildren?
  3. Purchased or sold property?
  4. Started or sold a business?

GIVE US A CALL TODAY (805) 439-0715




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864 Osos St, Suite D
San Luis Obispo, CA 93401
(805) 439-0715

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