Peace of mind of knowing your estate will be managed with the most ease and convenience possible.

A Trust-based plan solves for the inefficiencies and publicity of the Will-based plan. Like a Will-based plan, we create a collection of documents designed to ensure that you choose the person who manages your affairs and your intended beneficiaries receive your assets. However, these documents go one step further by ensuring privacy throughout your incapacity and death, efficiency of asset management and responsibility management (kids, parents, pets), and freedom from the court process. We prepare:

  • Revocable Living Trust
  • Pour-Over Last Will and Testament
  • Durable Powers of Attorney for finances
  • Advance Healthcare Directive
  • California HIPAA Authorizations
  • Nomination of Guardian
  • Asset transfer documents

The Trust-based plan should be strongly considered for anyone who owns real property, is a business owner, or has minor children. Additionally, the Trust-based plan is a workhorse when it comes to certain multi-generational planning when you are providing for your parents (just in case they outlive you) or for grandchildren.

What I really like about the Trust-based plan is its ability to centralize your planning into one main document (the living trust) so that you can better account for how your assets will be managed or utilized in service of your plan. Your living trust can become the repository for life insurance, retirement accounts, and real estate wherever situated in the US. Thus, updating your plan in the future takes less energy and review.