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Revocable Living Trust in California

Revocable Living Trusts in California A Living Trust enables you to both controls your assets during your lifetime and to ensure that your assets are distributed according to your wishes, upon your death.

  • A Living Trust may not be for everyone so, if you are unsure, please consult a trusted attorney or an estate planning professional for guidance.

  • Each person’s situation may be different and should be evaluated on an individual basis.

  • Probate may be a public process and Living Trusts may be kept private and confidential.

  • While most Estate Planning professionals are honest, there are many that may seek to take advantage of the consumer.

At LDA Document Services, we help you prepare your document, your way, expeditiously.

  • There are no sales agents or high-pressure sales tactics;

  • We offer reasonably priced assistance that fits your needs.

Did you know that, generally, if a California resident passes away, without? A Trust, or similar provision, those assets may be distributed in accordance with California State Law. If this happens, it may be the State–not the family–that makes determinations for those distributions.

  • A Will is a common method to control the distribution of assets after a person passes away.

  • An Executor may still be necessary to assist with probate if required.

  • If you have children, you may need to consider making accommodations for their care

  • Some bank accounts and insurance proceeds may be diverted to the already-named beneficiary or shared account holder, depending on how the account is held.

What may be included in a Living Trust in California? The formation of a Revocable Living Trust through LDA Document Services may offer you privacy, especially when considering the fact that probate may be a public process. These Trusts may be revoked in accordance with California Code, Probate Code – PROB § 15400. (

  • A comprehensive Revocable Living Trust designed by you

  • A complete schedule of assets and debts, if relevant

  • Your, “Last Will and Testament,” aka a Pour Over Will

  • Medical Power of Attorney and HIPPA Authorization/Release

  • Financial Power of Attorney

  • Living Will

  • Any other Specific Power of Attorney documents that you know in advance may be required

  • Property Transfer Documents, to transfer your bank accounts and property into the name of the Living Trust

  • HIPPA Release, Power of Attorney, and Guardianship documents for any minor children.

What are the Real-Life Benefits of a revocable living trust in California?

  • You choose how your assets are managed during your lifetime

  • You decide who will manage your affairs upon incapacitation or death

  • You control who gets which assets, and when

  • You have the power to exclude certain people or organizations

  • You can decide how you want to be buried and or cremated

  • If there is a medical emergency, you are still in control and can determine in advance, how you want and do not want to be treated

In the final analysis, these are critically important tools for you to use to plan how to manage assets while alive or when you pass away. Your heirs and beneficiaries, those whom you care about the most, are those for whom you are employing these important tools. Contact EstateLDA today for an affordable, regulation-compliant service for your estate planning in California. Let’s begin when you are ready. Everything is here, step by step, for you to create these trusts on our website.

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