Home FAQ What is the process for setting up a Living Trust?
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What is the process for setting up a Living Trust?

Generally clients will come into the office for a consultation whereat we will discuss the estate planning options for your particular circumstances and desires. Once the Questionnaire is completed, then I will prepare your estate planning documents and we will get together about a week or so later to review each of the documents. If there are no changes to be made, then you will execute the documents which will be notarized and witnessed as appropriate. Also at the conference where we execute the estate planning documents, I will have prepared the Grant Deeds for your California real estate which will too be signed and notarized. Then my office will organize your original estate planning documents into a three-ring binder with index tabs for each section, and make two copies, one of which I will keep in your file and one which will be provided to you.