Wills & Trust

If you live in California, then you have the option to set up a Will, a Living Trust, or both as a part of your Estate Plan. These are both legal documents that allow you to leave assets and property to your loved ones. 

Benefits of a Will California

• Dictate how your property should be distributed to loved ones or organizations

• Have a say over who should care for your dependent children

• Nominate a trusted person to manage property left to any minor children

• Name a person you trust that you’d want to carry out the terms of your Will

• Relieve your loved ones of pain, confusion, and possible in-fighting

Benefits of a Living Trust California

• Bypass the California probate process

• May protect your family further

• Reduce income and estate taxes

• Access and control property during your lifetime

• Control how and when your assets are distributed

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