Experienced Counsel When You Need It Most
Trusts have been used for many years as a means of protecting wealthy people from inheritance taxes and the lengthy and public probate process. Recently, living trusts have also become an increasingly popular alternative to traditional wills for the middle-class for the same purposes.
At Lifetime Legal , an experienced living trust lawyer can assist you with the complex process of establishing a living trust that is tailored to your specific needs. We will give you the personal attention you deserve to ensure that our legal solutions meet your living trust needs.
What Is a Living Trust?
A living trust is simply a trust you create while you are alive, rather than one that is created at your death under the terms of your will. A living trust can be amended or revoked during your lifetime. Generally, you appoint yourself as the first trustee who manages the living trust. Then you appoint successor trustees to take over managing the trust assets when you die or are incapacitated.
Living trusts are complex documents that are designed to cover a variety of issues and problems over the course of your entire lifetime. As such, it is advised that an experienced attorney whose practice focuses on estate planning help you create a living trust.
Moreover, a living trust offers significant benefits over the preparation and execution of a will. You can keep control of your assets while alive, provide for incapacity, and help your heirs minimize the time and expenses in distributing your estate after your death.
At Lifetime Legal , an experienced attorney will prepare all the necessary documentation to establish your California living trust and will help you transfer any property into the trust.
Tailored Living Trust Packages
We provide living trust packages with the experience and knowledge of big firms, but at the cost of a small boutique firm. Our tailored packages include the following documents, when applicable:
- A thorough information gathering process that will in itself help you organize your affairs
- An Advance Healthcare Directive that authorizes your selected advocate to make healthcare decisions for you if are unable to do so
- A “living will” that outlines your wishes about medical treatment should you have a terminal illness
- The naming of guardians should you die while your children are minors
- Review and advice on the titles of your properties and beneficiary designations for your life insurance and retirement accounts
- A Durable Power of Attorney for financial matters should you become unable to take care of your financial affairs
Cost of Living Trust Packages
At Lifetime Legal, we offer competitive, small firm pricing with expensive, large firm experience and knowledge. Below is a list of our pricing for some of our more general packages:
- Single, $1400
- Married, $1700
- Complex, $1950
These fees listed above are flat fees. They include all of the meetings and telephone calls needed to discuss the details of your estate planning, modifications to the estate plan in the draft stages, notarization, recording fees, and witnessing.
Call an Experienced Attorney Today!
For more information or to schedule a complimentary consultation with an experienced living trust attorney to discuss the right living trust package for your personal needs, call Lifetime Legal at 805.419.5290.