Revocable Living Trusts

Revocable living trusts are used by many California residents to protect them from hardship while they are alive and to avoid having their estate be subject to probate. Any estate worth more than $100,000 may be subject to probate with a properly documented estate plan. Probate means a court will be involved in determining how your assets are distributed after death. Court means expense, delay and public disclosure of the value of your estate. A revocable living trust properly filed by an experienced San Jose estate planning attorney can help avoid unnecessary expense and protect your privacy.

A revocable living trust typically involved multiple parties including a settlor, trustee and beneficiaries. You may act as both settlor and trustee or you may appoint someone else as trustee. The trustee will make sure that your wishes are followed and you are provided for should you become unable to care for yourself or manage your estate. Upon death, the trustee will promptly distribute assets to the beneficiaries. A properly documented revocable living trust can result in a relatively fast and smooth carrying out of your final wishes. At WealthPLAN, PC our team is very well-versed in revocable living trusts and can assist you in making sure that your revocable living trust is legally sound and your final wishes are honored.

Creating a Revocable Living Trust

When you contact WealthPLAN, PC, you are not just consulting an estate planning firm – you are contacting a dedicated team with decades of experience who want to build a life-long relationship with you. We are driven by values of service, quality, and integrity. We take the time to understand your goals and make sure that you understand all of your legal options. A revocable living trust may be right for you. Our attentive attorneys will consider every detail and make sure that all procedures and timelines are met. We understand that you have worked hard and will work with you to develop a plan for the future that gives you peace of mind.

Contact a San Jose revocable living trust attorney from a reliable firm to assist you in successfully developing a legal revocable living trust that can give you peace of mind knowing that you have avoided unnecessary expense and delay in ensuring that your family is protected. Call 408-918-9030.