Legal Question in Wills and Trusts in California

Re: Living Trust California

Teresa,

It is wonderful that you have researched to the point of knowing a Trust is the way to go and not a Will alone. I must warn against using those fill-in Trusts, however. They generally do not allow for much flexability which can cause unwanted results.

It might be best if you review the information we provide on our firm's site at No-Probate.com.

Our firm is located in Pasadena and we offer payments via a sliding scale as well as individualized payment plans. Please feel free to contact Anthony Grossman or Charles Schofield at our firm to arrange a free consultation where your questions can be answered.

Scott

Re: Living Trust California

The problem, as any attorney is likely to tell you, is that most people really need more then just a "living trust". An attorney should provide for you an entire estate plan, including a living trust, pour over will, advanced health care directive, medical and durable powers of attorney, and a plan for both the ditribution of the estate and any tax issues.

Some people, such as those without significant assets (under 100,000) and without real property (residence, etc), probably do not need to see an attorney. If you fall into this category I would suggest looking into planning software such as Nolo/Quicken's willmaker plus. This of course should not be taken as legal advice, merely something you might want to look at.

Re: Living Trust California

I wanted to follow this up because I did not answer your Nebraska question. The answer to this is that if you go to a competent attorney they should be able to draft a document that fulfill's Nebraska's laws as well as California's. You might need to have an amendment done after you move, but should not need to draft everything from the ground up. Of course, I am not a Nebraska attorney and can not guarantee this.