Should I Have a Living Trust in California?

In California, you should seriously consider a living trust if you:

  1. Own your own home or any other real property
  2. Your total assets total more than $208,850
  3. You own property in multiple states
  4. You value privacy for your family (probate is a public process)
  5. You want to avoid an up to 18 month probate
  6. You have a blended family or complex family situation
  7. You want protection if you become incapacitated

A revocable living trust remains the most comprehensive and effective estate planning tool for most California homeowners and anyone with significant assets.

How Staker|Johnson Can Help

As a California estate planning law firm specializing in living trusts since 1985, we have the knowledge and experience to guide you through your estate planning decisions. Our team can help you:

  • Determine whether a living trust is right for your situation
  • Understand how the new probate thresholds affect your estate
  • Create a comprehensive estate plan tailored to your family’s needs
  • Properly fund your trust to ensure it works as intended

To learn more about living trusts, or if you would like a free consultation to learn if a living trust is right for you, please do not hesitate to contact us at (805) 482-2282, or e-mail us.  Our office is located in Ventura County, CA – we serve clients throughout the state. 

It is our privilege to guide clients through estate planning decisions

California Estate Planning Attorneys

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