Revocable Living Trusts
Protect Your Family Without Probate
A living trust is the most effective way for California families to avoid probate court, keep their estate private, and ensure a smooth transfer of assets to loved ones. Flat-fee pricing. Free consultation.
Why a Living Trust Is Right for Most California Families
California probate is one of the most expensive and time-consuming in the nation. A living trust sidesteps it entirely.
Avoid Probate
Assets in your trust transfer directly to beneficiaries — no court, no delays, no public record.
Stay Private
Unlike a will, a trust never becomes public record. Your estate stays confidential.
Faster Distribution
Beneficiaries typically receive assets within weeks, not the 12–24 months probate takes.
Incapacity Protection
Your successor trustee manages your affairs if you become incapacitated — no conservatorship needed.
Save Money Long-Term
Avoid California's probate fees (4–8% of gross estate value) that would otherwise reduce your legacy.
Works Now & Later
A living trust is effective during your lifetime and seamlessly transfers your estate after you pass.
Living Trust vs. Will: Side by Side
| Feature | Will | Living Trust ✓ |
|---|---|---|
| Goes through probate | Yes | No |
| Public record | Yes | No — stays private |
| Time to distribute | 12–24 months | Weeks |
| Cost to estate | 4–8% in fees | None after setup |
| Works if incapacitated | No | Yes |
| Out-of-state property | Separate probate | Covered by trust |
| Upfront cost | Lower | Moderate (saves more long-term) |
How We Create Your Living Trust
A simple, guided process — from consultation to a fully funded trust.
Free Consultation
We review your assets, family situation, and goals to determine if a living trust is the right plan for you.
Draft Your Trust
We prepare your complete revocable living trust document, pour-over will, and all supporting documents.
Sign & Notarize
We walk you through the signing process and ensure your trust is properly executed and notarized.
Fund Your Trust
We help you transfer assets (real property, accounts, investments) into the trust so it actually works.
What's Included in Your Living Trust Package
A complete, ready-to-fund estate plan — not just a document.
Ready to protect your family with a living trust?
Schedule your free consultation today. Flat-fee pricing — no hourly billing surprises.