Wills, Trusts & Estate Planning

Transfer your assets to the people you want them to go before Probate. We help with everything in-between, and it’s affordable!

Plan For The Future

Those left behind after one life has completed its course can be a hard time to deal with, especially when legal matters unexpectedly arise afterwards. The best way to avoid this is to be adequately prepared when all parties are still with us. We provide legal document services to help our clients arrange this by offering document assistance with wills, trusts and estates.

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Trusts

A trust is something that is created to hold assets, which are then to be released to the beneficiaries in a timely manner. A trust deed is a legal document that is created to hold and protect your assets for the future. Our team of skilled legal representatives is able to assist in creating this legal document, ensuring that all relevant legislative requirements of a deed are covered off in the document. It is always best to have a legal firm that understands trusts to complete the trust deed to ensure that the grantor’s wishes are accurately fulfilled without the potential of loopholes due to missing information in the deed.

Estates

An estate is essentially all the money, property, and assets held by an individual person that make up their net worth. This is what is generally outlined in the will of an individual and then disbursed as the individual person has wished. Our team of legal document preparers is able to assist through the legal documents of estates to ensure that there is no additional added stress at the end of a loved one’s life.

Estate Planning Documents

Once you have created your Trust, you then must fund it, or transfer your assets into it, including deeds to real property, savings accounts, life insurance, brokerage accounts, etc. A Trust is a living document, and it should be updated with important life events—a new spouse, a significant new investment, property or job, or if you want to change or add beneficiaries.

There Are Many Benefits To Getting A Living Trust

  • Quick and easy transfer of property to your loved ones when you die.
  • Uninterrupted management of the estate should you and your spouse become incapacitated.
  • Avoiding the long, arduous and expensive process of probate.

Trusts are private documents. If you die without a Living Trust, your estate goes into Probate and becomes a matter of public record. A Revocable Living Trust can be revoked or amended at any time during your lifetime.

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Living Trust Single

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Trust Amendments

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Special Needs Trust

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Power Of Attorney

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Living Trust Joint

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Pet Trust

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Wills & Codicil

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Advance Health Care Directive

Your Legal Issues Are Our Business

Call Us

(805) 292-9000

If you have any questions, comments or concerns please feel free to let us know and we'll get back with you as soon as possible.

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Phone

(805) 292-9000

Fax

(805) 869-1986

Mailing Address

630 West Tefft St, Unit 1732
Nipomo, CA 93444

San Luis Obispo

1026 Palm Street, Suite 217
San Luis Obispo, CA 93401
By Appointment Only