The Trust Pros bundled package offers meetings on Zoom, Skype, or Teleconference everywhere in California (additional fee for optional house call). One of my witnesses who signed off is a family law attorney that also writes living trusts. He carefully reviewed it and stated it was very professional and comprehensive. One thing that I appreciated from the start was Michael's willingness to come to the house. With all I have going on, that kind of service makes the process so much easier.
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Commonly Asked Questions
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Simply put, if you own a home, have children, or have no one to legally help you if you become disabled, you need a living trust. Abstract of trust (also known as trust certificate, which is a miniature copy of the trust). Call to set up an appointment in the comfort of your home, or via Zoom, Skype, or teleconference.
Living Trusts 101
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Think of a living trust as being like a safe or your own Fort Knox that houses your personal assets. In that trust or "safe" are instructions that state exactly who is to distribute and receive your assets. The assets move privately and quickly to named heirs on your passing without the involvement of probate court.
Will or Living Trust
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Staying with the analogy made above regarding the two fruit bowls; the one on your left has one piece of fruit. However, the fruit-bowl on your right is full of fruit, and this represents a living trust. A trust performs several functions. While you are alive, it states who you want to make financial and medical decisions in the event you are incapacitated.
Doing It Yourself
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Many seem to think a last will and testament avoids probate. This is FALSE. If you have a will, your estate is automatically headed for probate court and your estate could be tied up for years, and it could end up costing your estate thousands. Joint ownership of assets with a spouse avoids probate.
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