We provide a wide array of legal services for your estate planning needs. And, with over 20 years of experience in this area of law, you can be sure we are looking out for you. The following is a list of services that we can assist you with:
A living trust is a written legal document which you create during your lifetime. Your assets are placed into the trust for you benefit while you are living and are then transferred to your designated beneficiaries at the time of your death by a representative of your choosing, the “successor trustee”.
At California Living Trusts, we realize that you may have a need to proceed with estate planning, but cannot visit our office to do so. Therefore, we have created a way for you to get the necessary trust services without having to visit our office.
Trust administration pertains to the management of the property and assets that have been placed in trust by your successor trustee upon your death. Your trustee has an obligation to protect the assets in the trust and the interests of your beneficiaries.
Probate is the court-supervised process that involves authenticating the will of a decedent. The process includes locating and determining the value of the decedent’s assets, paying his or her final bills and taxes, and distributing the rest of the estate to the rightful beneficiaries. Each state has specific laws governing the probate process.
A Power of Attorney or POA is a legal document that gives a person of your choosing the power to act in your place and to make decisions on your behalf. There are two types of POAs, one covering health care decisions and the other covering property and financial affairs.
A pour-over will works in conjunction with a trust. It covers any assets that you, the grantor, have not funded into your trust at the time of your death. Having a pour-over will ensure that any assets that you have neglected to add to your trust will be placed in the trust after the will has been executed.
We offer a number of estate planning services such as providing documents that you may be missing or updating older estate planning documents currently in your possession. We can also set up a customized plan that may include a living trust as well as amendments, restatements, or legal documents that pertain to your business.
Legal forms that are necessary to complete in order to begin the process of establishing a living trust.