Services
Revocable living trusts
A revocable living trust is commonly used in California to help avoid probate and preserve privacy. The right structure depends on your goals and your assets.
Who it’s for
- • Homeowners or people with significant assets
- • Families seeking privacy and smoother transfers
- • Anyone who wants a plan that can adapt over time
What it does
- • Provides instructions for managing and distributing assets
- • Allows a successor trustee to step in if you’re incapacitated
- • Often helps avoid probate for properly titled assets
What it doesn’t do
- • Doesn’t automatically ‘fund’ itself (assets must be titled correctly)
- • Doesn’t replace the need for incapacity documents (POA/AHCD)
- • Doesn’t guarantee tax or creditor outcomes
Trust funding matters
A trust generally needs assets properly titled to it (and beneficiary designations coordinated) to function as intended. We provide guidance on next steps.