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Choosing a successor trustee is one of the most important decisions you make when creating a living trust. A question we often hear is whether multiple children should serve together as co-trustees. The answer depends on your family. Some parents appreciate naming all of their children equally because it reflects fairness and allows everyone to participate in important decisions. For families with strong communication and mutual trust, this arrangement may work well. In other situations, appointing one trustee may make administration simpler. Every decision, document, [...]

Many people know they should create an estate plan, but they are unsure what to expect during their first meeting with an attorney. One of the most common things we hear after a consultation is, "That was much easier than I expected." The first meeting is primarily a conversation. We take time to learn about you, your family, your assets, and your goals. We also discuss any questions or concerns you may have. You do not need to know every legal term or arrive with [...]

Many people assume that once a living trust is signed, it cannot be changed. Fortunately, that is usually not the case. Most California living trusts are revocable, which means they are designed to change as your life changes. You may decide to update your successor trustee, add a new beneficiary, reflect changes in your family, or adjust your plan after purchasing or selling significant assets. These are all common reasons clients revisit their estate plans. In many cases, updates can be made through a trust [...]