Frequently Asked Questions
What is a living trust?
A living trust bypasses the costly and time-consuming court process of probate, enabling your successor trustee (very similar to a personal representative or executor of a will) to follow your instructions listed in your living trust at your passing, as well as if you’re unable to manage your financial, healthcare, and legal affairs due to incapacity.
Do I need a living trust?
A living trust is necessary for most individuals, regardless of age, wealth, or marital status. Anyone who wants their family and loved ones to avoid a costly court process after they pass should consider establishing a trust.
What is an Estate Plan?
The key is knowing which tools are needed for your situations, how those tools need to be drafted and executed, and then making sure the plan is fully implemented through properly including all of your property and assets into the plan.
Please see our “Estate Planning Process” under the services area for more information.
What is a Certified Specialist?
California attorneys who are certified as specialists have taken and passed a written examination in their specialty field, demonstrated a high level of experience in the specialty field, fulfilled ongoing education requirements and been favorably evaluated by other attorneys and judges familiar with their work.
Only these attorneys can identify themselves as certified specialists in California because they are the only attorneys who are certified either by the California Board of Legal Specialization or by an organization whose certification program has been accredited by the State Bar. Such an organization must have requirements for certification that are at least equal to those of the State Bar’s program.
Please visit the California State Bar’s website for more information.
Have a question?
Contact us today so we can discuss your situation with you.