Why plan ahead
Without a will or trust, California law decides who inherits your property, and your family may have to go through probate: a court process that can take a year or more, is public, and carries fees set by statute based on the value of the estate. A careful plan lets you make those decisions yourself and can keep your family out of court.
How we help
- Revocable living trusts
- Wills, including pour-over wills that work alongside a trust
- Naming guardians for minor children
- Choosing a trustee and executor, and planning for blended families
- Funding the trust: moving a home and other assets into it so it actually works
- Reviewing and updating an existing will or trust
Living trust or will?
A will says who receives your property and who should care for your children, but assets that pass under a will generally go through probate. A revocable living trust holds your assets during your lifetime, which you keep full control of, and lets your chosen trustee transfer them after your death without probate. For homeowners in Los Angeles, a trust is often worth considering. Most trust-based plans also include a short will as a backup.
Common questions
Do I need a trust if I already have a will?
Not always. A will is a good foundation, but if you own a home or other significant assets in California, the property may still have to go through probate. A trust can avoid that. Which makes sense depends on what you own and your family situation.
Can I change my trust later?
Yes. A revocable living trust can be amended or revoked at any time while you are alive and have capacity. It is a good idea to review your plan after major life events such as marriage, divorce, a birth or a move.
What happens after a divorce?
Divorce can change who you want to inherit and who should be in charge. Ralph's family law practice means he can help you update your estate plan as part of, or after, a divorce.
