E F F I C I E N C Y M E E T S S T R A T E G I C L E G A C Y P R O T E C T I O N
Estate Planning Start to Finish, Typically Within 2-3 Weeks.
No Lengthy Forms.
Work One-On-One with the Attorney.
E F F I C I E N C Y M E E T S S T R A T E G I C L E G A C Y P R O T E C T I O N
A California Estate Planning & Inheritance Rights Law Firm
STEP 1
Initial Consultation
with the Attorney
Do you need a Trust? Or a Will?
If you are a California homeowner and/or have assets worth more than the state thresholds at the time of your passing, then a will is not enough to protect your family from a long, tiresome, and costly court process called Probate.
If you're a homeowner (even with an outstanding mortgage), you will likely need a trust to protect your family from government interference and delays in the probate court system.
Special Needs Trust
If someone you plan to leave an inheritance to has a disability for which they are receiving governmental aid, you can add terms of a "Special Needs Trust" within your revocable trust.
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This will allow that person to get the benefit of the inheritance without affecting the government assistance they are receiving.
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It will also let you place managers that you trust over that person's share of inheritance for the rest of their life or until the funds are depleted.
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If the person with the disability lives with you, then you may want to also pair the "Special Needs Trust" with a "Life Estate" to ensure that person will always have a place to reside that is not a facility.
Pet Trusts
Designate a person(s) to be your "pet guardian" (the person who will care for your pet(s))​​.
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Leave a certain amount of funds to maintain your pet(s) to cover the cost of maintenance, grooming, etc.
It is best to consider the number of pet(s), food intake, and life expectancy when determining the amount to leave for your pet.​
The trust only terminates when the funds run out or when your pet passes.​​​
Gun Trust
If you are a gun collector, then you are aware that California has strict laws regarding the transfer of firearms.
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A Gun Trust built into the terms of your revocable trust will assist the manager of your estate to know how to make the transfers and to whom you want to receive your collection.
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