Frequently Asked Questions
What is the advantage of a living trust vs. just a will?
A living trust allows your assets to pass to heirs without probate, which saves time, fees, and keeps your affairs private. With a will alone, your estate must go through probate court. A trust also gives you more control—like setting rules on when or how beneficiaries receive their inheritance. Many clients use both: a living trust and a pour-over will for maximum coverage.
Do I need a lawyer to set up a trust in California?
It’s highly recommended. While DIY forms exist, they often miss crucial legal details. A trust attorney ensures the trust is properly drafted, funded, and customized to your needs. In California, where property law and tax regulations are complex, a lawyer helps avoid costly mistakes and ensures your intentions are honored.
How much does it cost to create a living trust?
Costs vary depending on complexity. A simple revocable living trust—covering a home and key assets—might be a few thousand dollars and include documents like powers of attorney and a pour-over will. More complex trusts (for tax planning or blended families) are more expensive. We’ll give you a clear quote during your consultation.
Can I be the trustee of my own living trust?
Yes—most people name themselves as the initial trustee of a revocable living trust, managing their assets as long as they are able. A successor trustee takes over if you’re incapacitated or pass away. We help you choose the right successor trustee and can also advise on appointing a trust protector if needed for additional oversight.
What types of trusts do you set up?
We work with a full range of trusts, including revocable living trusts, irrevocable trusts (often used for asset protection or tax purposes), Special Needs Trusts, and Charitable Trusts. Our role is to recommend what fits your life and goals—whether you need a simple living trust or a more advanced strategy as part of a broader estate plan.
Start Planning with Confidence
A trust is one of the most powerful tools in estate planning—but only when it’s done right. Our team takes the time to explain your options, understand your priorities, and build a plan that protects your assets and the people you love.
Let us help you build a trust you can rely on—for today, and for the future.