Our Revocable Living Trust services in San Luis Obispo, lets your family (or person(s) you choose) inherit your property without going through the long and expensive Probate court process.

Assets that you own (even if the property has a mortgage) valued at or above $184,500 are subject to probate if not funded to a Living Trust.

A Revocable Living Trust is a Trust you can revoke or amend at any time just as long as you are living and have mental capacity. They are called “living” trusts because they are created when you are alive and can be amended in the future if your decisions change.

San Luis Obispo Living Trust

Our Living Trust Package includes the following documents:

Revocable Living Trust

  • Avoid Probate Court and Fees
  • Name executors to manage your estate
  • Name beneficiaries; who receives your property/estate
  • Designate specific distribution of your estate property
  • Preparation of one Trust Transfer Deed for your real property (additional property Deeds are $120/each, $150/each for out of state)
  • Create sub trust(s) for minor beneficiaries
  • Create a Special Needs sub trust for beneficiaries with special needs

Certification of Trust

  • Document that states the generalities of the trust
  • Used to fund new property(ies), bank accounts, or investments into your trust

Pour Over Will

  • States that all property at the time of death shall be transferred to your trust
  • Name guardian(s) to care for children
  • Forgive debts to others
  • Establish care for pets

Our Estate Plan Package includes the following documents:

  • Revocable Living Trust
  • Certification of Trust
  • Pour of Will.

Power of Attorney for Healthcare Management

  • Establishes your wishes for medical care and end of life decisions
  • Appoints an Agent (person your trust) to carry out your Healthcare decisions
  • Includes a HIPAA Release Authorization

Power of Attorney for Financial Management

  • Appoint a person you trust as a legal authority (Agent) to manage your finances/property on your behalf if you become incapacitated or unable to manage on your own

Final Arrangements

  • Establish your choice for burial or cremation
  • Where you would like to be laid to rest or where you would like your ashes to be kept or scattered
  • Dictate your preferences for ceremonies or funeral

Below is our San Luis Obispo Living Trust Packet available for download. This packet explains our Revocable Living Trust packages and has a questionnaire for all the information needed to create your Revocable Living Trust.

Download Living Trust Packet

Download Spanish Living Trust Packet

Give us a call or visit our Paso Robles or San Luis Obispo offices to get stated. (805) 237-7770

Contact us for a consultation