Registered LDA #SLO 279
Serving Since 2009
Protect your family's future and avoid probate with professional living trust preparation services in San Luis Obispo and Santa Barbara Counties.
A living trust (also called a revocable living trust) is a legal document that places your assets into a trust during your lifetime, then transfers them to designated beneficiaries at your death—avoiding the costly and time-consuming probate process.
Assets in a trust transfer directly to beneficiaries without court involvement, saving time, money, and maintaining privacy.
Unlike wills, trusts don't become public record, keeping your estate details and beneficiaries confidential.
Eliminate expensive probate fees (often 3-7% of estate value) and lengthy court proceedings that can take years.
Your successor trustee can manage your affairs if you become incapacitated, avoiding court-appointed conservatorships.
You retain full control over your assets and can modify or revoke the trust anytime during your lifetime.
Especially valuable for California property owners to avoid lengthy probate on high-value real estate.
Comprehensive trust preparation services tailored to your unique needs and family situation
Complete trust document preparation for single individuals or married couples, including all necessary schedules and transfer documents.
Modify existing trust provisions to reflect life changes such as births, deaths, marriages, divorces, or changed beneficiaries.
Prepare deeds and assignments to transfer real estate, bank accounts, and other assets into your trust name.
Guidance and document preparation for successor trustees handling trust administration after a trustor's death.
Our streamlined process makes creating your living trust simple and stress-free
Schedule a free consultation to discuss your goals, family situation, and assets. We'll explain how a living trust works and answer all your questions.
Provide details about your assets, beneficiaries, trustees, and distribution wishes. We'll guide you through exactly what information we need.
We'll prepare your complete trust package including the trust agreement, pour-over will, and all necessary schedules and transfer documents.
Review your documents carefully. Once approved, we'll provide instructions for proper signing and notarization to make your trust legally valid.
Transfer assets into your trust using our prepared deeds and assignment documents. We provide step-by-step guidance for each asset type.
Common questions about living trusts answered
Don't leave your estate to the courts. Let us help you create a comprehensive living trust that ensures your wishes are carried out and your loved ones are protected.
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