Living Trust

Living Trust Services

       Numerous things can be done with a living trust. It can divide your estate in the same manner as a will, hold assets for the benefit of children who are still in their infancy, benefit a charitable organization or a scholarship program, or even benefit your pets. It is extremely flexible and is only constrained by a handful of restrictions. For instance, your living trust cannot serve illegal objectives or aid terrorist or organized crime groups. Beyond these few limitations, your living trust’s parameters are essentially constrained by your creativity. These are just a few examples of how your living trust can be designed to look after the people and organizations that are significant to you.

       A living trust is one of the best tools you may use if you want to dodge the probate proceedings. With a living trust, your estate can be distributed in accordance with the terms of your trust agreement without the requirement for court supervision. By avoiding probate, you can keep your privacy intact, expedite and streamline the procedure, and eventually save a significant amount of cash.

The estate plan package includes;

  • Revocable living trust
  • Personal property memorandum
  • Assignment of personal property
  • Declaration of trust
  • Certification of trust
  • Trust transfer grant deed (if needed)- for properties within California only

To learn more, read our blog posts ‘Top Reasons to Have a Trust‘ and ‘How To Set Up a Living Trust in Sacramento, California

  • Last Will & Testament

    We will prepare a legal document to provide clear instructions on what should happen to all your assets according to your wishes after death. It can prevent family feuds over property and other finances.

  • Power of Attorney

    We’ll guide you in choosing a power of attorney (POA) and explain what legal decisions can be made by the person assigned. It’s the best way to protect your finances, property, or medical care.

  • Trusts

    This includes Revocable Living Trust, Irrevocable Trust, Testamentary Trust, and Special Needs Trust.

  • Pour Over Will

    Our professional team will ensure that a pour-over will is in place to capture any assets that are not included in your living trust or that weren’t transferred initially. It’s always better to play it safe and make sure everything is handled accordingly.

  • Healthcare Documents

    If something should happen to you and you can no longer make decisions, you’ll want to make sure that somebody has your best interest at heart and follows your instructions for any healthcare needs. Our team will create the legal healthcare documents needed to give you peace of mind.

Satisfied Client Stories

Icon

Jenn helped us with a trust account for my parents. She is very polite and thorough at doing her job she answered every question. My parents had and made them feel very welcome there. If we ever had to use the office again, we would .

Mark L. | California
Icon

My experience was perfect.

Arnett D. | Fairfield, CA
Icon

Great firm!

Rod S. | California
Icon

Very detailed in redoing our trust. I would definitely refer my friends to them.

Peg H. | Citrus Heights, CA
Icon

I was referred to Filippi Law Firm from another client, who was very happy with their services. I very thankful for the guidance given, for my “Trustee Role” for my Uncle’s Estate. It went smoothly, from start to finish.

Lillian G. | Lincoln, CA
Icon

This is a wonderful firm. I had the privilege to work with Fillipi Law to do my estate planning, which I was uneducated about. My Attorney was Jennifer, and she walked me through everything and was very patient, knowledgeable, and helpful so that my estate was simplistic to understand an execute. I highly recommend this company. I am very grateful for the services they provided me and especially for how kind and considerate they were with every step. Don’t hesitate to use them for your legal needs.

Laura | California

Contact Us