San Diego Legal and Real Estate Services
San Diego Legal and Real Estate Services 

Wills, Trusts, Estate Planning

The Importance of Preparing a Living Trust

     Give yourself and your loved ones the peace of mind they deserve by preparing a living trust. A living trust is much like a will and is an excellent way to ensure the long-term security of your legacy and to protect your property. Like a will, a living trust allows you to name beneficiaries and to assign a person to manage the trust after you’ve passed away (called the “successor trustee”). You can determine how your property will be distributed when you pass away. In addition, a “pour over” will allows you to appoint guardians for your minor children, if needed, when you pass away and to appoint an executor to wrap up your estate. 

     Once you have made the decision that a living trust is right for you, contact us and we can assist you with preparing the documents to let your beneficiaries know of your wishes and avoid probate.

What is included in the Estate Planning Services?

  1. Living Trust naming persons in charge of making decisions for the trust, specific personal property distributions and beneficiary(ies)
  2. Pour-Over Will designating your wishes for your personal property and guardians for minor children.
  3. Health Care Directive detailing your wishes for your healthcare if you are unable to make decisions for yourself.
  4. Real Property Transfer Deed transferring property into the name of the Living Trust.  (*Notary and Recording Fees extra).

**San Diego Legal and Real Estate Services does not provide legal advice and can only provide services at your specific direction. 


Have questions or would like to make an appointment?

Call us at +1 619 204-3517+1 619 204-3517 or use our contact form.

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