Families Avoid California Probate Court with Trusts

5:12 pm Uncategorized

While a simple will may be sufficient for those who don’t own real property or a great deal of assets, a final will and testament does not singularly protect your assets if you have more than $100,000 in assets or cash and/or real estate (commercial or a home).

Setting up a trust for assets with the aid of an Orange County asset protection lawyer can help your family avoid California probate court.

A simple visit to a California asset attorney can get you started on the process, so calling to set up an initial consultation is a good place to begin.

After you’ve begun the process, the attorney will be happy to guide you through the process and much of what you will have to do is quite simple.

If you are elderly and do not have anyone that you can assign as the executor of the trust, a private fiduciary can be assigned to you with the help of your California estate planner. A fiduciary is a licensed by the state of California and will be able to both execute and manage your estate.

If you are ready to set up your California estate, or if you haven’t gotten to the process of estate planning or drafting your living will or last will and testament, Jeff Matsen and Wealth Strategies are happy to help you with these needs as well.

Help is available to you by contacting your Southern California financial planning experts today.

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