LIVING TRUST LAWYER IN SIMI VALLEY

Creating an estate plan does not have to be complicated. Revocable living trusts are the gold standard in estate planning, they are what most people use. However, you may not need one. Typically, a good threshold for whether you should have a living trust is whether you have real property or have children. In any case, our living trust lawyers are focused on reviewing your situation, your goals, and efficiently achieving them.

With a well-made estate plan, you can ensure that you leave behind a clear and smooth transition for your property and your wealth, removing ambiguity and giving your family more time and space to deal with their emotions rather than their finances. Our living trust lawyers can help you understand your options and set up your documents in a way that is easy to understand, giving you and your loved ones peace of mind for years to come. 

Even after you set up your living trust, our living trust lawyers are here to help clients years and even decades after the initial creation of the documents. Not every change in circumstance requires an update to a trust, but should a client need to change a beneficiary, we make it easy to do amendments to update the documents.

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Probate is not always necessary, but when it is, it is important to have a probate lawyer that you feel comfortable with to guide you through your case. Our probate attorneys can help prepare your family for the challenges ahead, let you pick an administrator, help you set up a timeline for your probate process, and help your family better prepare for the probate process.

Even when using a trust, there are cases when some assets are inadvertently not transferred into the trust. In this case, a special pour-over will may be useful in transferring these assets into the trust.

The specific work done in probate cases can vary a great deal depending on the nature of the case, the types of assets that need to be dealt with, family dynamics, etc. Our probate attorneys can help set up a game plan that best suits your circumstances and specific needs.