For married couples in California, a living trust is often the foundation of a clear and effective estate plan. We work with many couples who assume that marriage alone is enough to protect the surviving spouse. In reality, default laws often leave gaps, delays, and uncertainty during already difficult moments.
A living trust allows you to clearly set your spouse up for success. It gives your spouse immediate authority to manage assets if you become incapacitated and provides a clear path forward if something happens to you. Instead of navigating court processes or uncertainty, your spouse has guidance, structure, and support built into the plan.
We help married couples create living trust documents that reflect how their life actually works. This includes addressing community property and separate property, especially when assets were owned before marriage, inherited individually, or intended to benefit children or other loved ones.
Many couples tell us their biggest goal is simplicity and peace of mind. A properly drafted and funded living trust provides exactly that. It removes unnecessary obstacles, reduces stress, and allows your spouse to focus on healing rather than paperwork.
This is a core part of what we do. We guide you through the process, answer your questions, and create a living trust plan designed to protect both of you. You do not have to figure this out alone. We are here to help.