Legal Question in Wills and Trusts in California

My parents and I are preparing a Living trust. I have researched the subject and purchased 2 publications. We have the meat completed--naming trustees, successor trustess, beneficiaries, contingentcies, stipulation for the successor trustee and accompanying power of attorney, etc. We have a draft completed. We want to avoid lawyer fees as much as possible. But i want to be sure the Trust complies with California law. What CA laws should we ensure we comply with or include in the trust? Should we at least have an attorney review our draft trust?


Asked on 4/23/10, 10:15 am

2 Answers from Attorneys

Jonathan Reich De Castro, West, Chodorow, Glickfeld & Nass, Inc.

For the small amount that it would likely cost if you can find a lawyer to do so you should have a lawyer review the document for you. Many lawyers, however, won't want to take on a task like this because of the small amount of fees they are likely to earn.

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Answered on 4/28/10, 10:25 am
Michele Cusack Pollak & Cusack

Most attorneys would not want to take responsibility for approving a trust they did not draft. I recommend that you make sure the forms or books you are using are specific to California, not forms which say they apply in all states. Nolo Press publications and software are reliable resources.

Note, this is not legal advise and there is no attorney-client relationship between us.

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Answered on 4/28/10, 10:27 am


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