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


Very pleased with the timely fashion adding our new home to our trust. We tried doing it ourselves but it ended up being a hair pulling situation.

JoAnn S. | Roseville, CA

Excellent knowledge and handled my issues superbly.

Rick R. | Fairfield, CA

Very good service, I am happy with my decision, the service Bryan Walters provided was great, friendly and easy to understand. The whole process went very well and fitted with my schedule.

Trang T. | Roseville, CA

I Highly recommend this firm.

Russell O. | Rocklin, CA

Professional, detailed, helpful, patient and flexible.

Kerry L. | Granite Bay, CA

Jim Filippi is amazing along with his team. They were always there every step of the way explaining what was next. Jim is honest and trustworthy. His honesty is one of his strongest traits. I highly recommend The Jim Filippi Law.

Debbie F. | Foresthill, CA

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