San Diego Wills & Living Trust Attorney

From $750 for Singles and $950 for Couples

Complete Living Trust Package

An Ironclad, Comprehensive Living Trust
Property Assignment(s)
Certification of Trust
Pour Over Will(s)
Power(s) of Attorney
A Trust Transfer Deed for Your Primary Residence
Asset Informational Guide

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Low Price Guarantee

We have a low price guarantee, simply stated: If you present us with a signed written quote for attorney fees for the same package of trust documents from another San Diego County law firm for a better price, we will beat that price by .

Why do you need a California Living Trust?

Drafting a California Living Trust
Protect Your Estate

A living trust serves as a wonderful insulating layer of privacy and keeps your estate out of the court system. And fees that would otherwise be owed the probate court are saved and passed on to your selected beneficiaries.

Attorney Paul Hanks
Avoid Probate

Too many people make the mistake of believing that merely having a will is enough to avoid probate, which is a trap for the unwary. In California, the mere value of assets exceeding ,000 is enough to trigger a costly and time-consuming probate.

Documents are approved
Legal Peace of Mind

Only a living trust can provide you with the feeling of security in knowing that your assets and wealth will eventually pass to your selected beneficiaries.

We have a low price guarantee, simply stated: If you present us with a signed written quote for attorney fees for the same package of trust documents from another San Diego County law firm for a better price, we will beat that price by $100.

Complete Living Trust - Singles

From 750

  • An Ironclad Comprehensive Living Trust
  • Property Assignment(s)
  • Certification of Trust
  • Pour Over Will(s)
  • Power(s) of Attorney
  • A Trust Transfer Deed for Your Primary Residence
  • Asset Informational Guide
Get Started

Complete Living Trust - Couples

From 950

  • An Ironclad Comprehensive Living Trust
  • Property Assignment(s)
  • Certification of Trust
  • Pour Over Will(s)
  • Power(s) of Attorney
  • A Trust Transfer Deed for Your Primary Residence
  • Asset Informational Guide
Get Started

About Our Services

San Diego County Living Trust offers great deals on complete living trust packages, consisting of the full array of personalized written instruments tailored to your individual estate needs and which includes the following documents:

  • An Ironclad, Comprehensive Living Trust;
  • Property Assignment(s);
  • Certification of Trust;
  • Pour Over Will(s);
  • Power(s) of Attorney
  • A Trust Transfer Deed for Your Primary Residence;
  • Asset Informational Guide.

We also offer a Trust Only Package for a smaller fee which includes the following documents:

  • An Ironclad Comprehensive Revocable Living Trust;
  • Property Assignment(s);
  • Certification of Trust.

About the Firm

San Diego County Living Trust is managed by attorney Paul A. Hanks, who has a track record of 24 years in the practice of law in California, including many years of estate planning and California living trusts. If you own multiple properties or are part of a corporation, partnership, or LLC, the cost may be slightly higher but still very affordable. All homeowners are encouraged to contact Attorney Paul A. Hanks at the San Diego County Living Trust directly for a free phone or in-office consultation. Too many people make the mistake of believing that merely having a will is enough to avoid probate, which is a trap for the unwary. In California, the mere value of assets exceeding ,000 is enough to trigger a costly and time-consuming probate proceeding where hawkers of information probe court filings such as probate, civil, family law and bankruptcy and sell this information for profit. All homeowners are encouraged to evaluate their estate needs and protect themselves with a living trust. If you own a home but it is not part of a living trust, then you are probably an excellent candidate for a living trust. A living trust serves as a wonderful insulating layer of privacy and keeps your estate out of the court system. And fees that would otherwise be owed the probate court are saved and passed on to your selected beneficiaries. Yet another added benefit of living trusts pertains to married couples. Only a living trust can provide you with the feeling of security in knowing that your assets and wealth will eventually pass to your selected beneficiaries, since the California living trust provides that upon the second spouse’s death, the estate plan will pass as you have stated in the trust. A will cannot control a disposition in the future to the degree like a living trust can. The trust preserves the estate for your children and guards against property winding up with someone outside of your next generation. Please do not hesitate to call or email Paul A. Hanks, living trust attorney, at the San Diego County Living Trust to arrange for a free consultation. We are very accommodating to the demands of your daily schedule and have time slots available after normal business hours, as well as weekends.

About Living Trusts

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Why do I need a Living Trust?

A proper estate plan centered about a living trust is a vital component for anyone. People work very hard to acquire a home and other sources of wealth, so it is often surprising to see how many fail to have plans for them in place. Many believe that merely having a will is enough to avoid probate, which is a trap for the unwary. In California, a net value of assets exceeding ,000 is enough to trigger a costly and time-consuming probate proceeding. If that was not enough, hawkers of information regularly probe court filings such as probate, civil, family law and bankruptcy and sell this information for profit. It can be troubling for anyone, to see a single unaccounted for asset (such as a stock, bond, annuity or other investment) result in a lengthy and expensive probate proceeding.

What If I Own Property?

Owning real property is another high risk area for an unwanted probate case. All homeowners are encouraged to evaluate their estate needs and protect themselves with a proper estate plan. If you own a home but it is not part of a living trust, then you are probably an excellent candidate for a living trust.

Persons with children of more than one marital union or relationship are excellent candidates for a California living trust. These situations require more meticulous trust drafting sensitive to the client’s intentions and the needs of the different beneficiaries.

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Do I Need A California Living Trust?

At times a California living trust is also needed to disinherit one or more children. It is not uncommon for a parent and child to have drifted apart or developed differences requiring a properly drafted California living trust.

More often the creator of a California living trust wishes to include all their children as beneficiaries but with restraints or restrictions on the use of their shares. A California living trust can also be drafted to set forth one or more conditions before a beneficiary can receive their share. A California living trust can also require that a beneficiary's share be managed on their behalf and only distributed at certain intervals.

Special Needs Trust Provisions

We also see situations where a client has a disabled minor or adult child with a physical or psychological disability. These situations require great attention and the attorney must take care to incorporate into a trust special needs trust provisions. A California special needs trust is essential to protect the interests and rights of the beneficiary, and the result can be catastrophic if a special needs trust is not in place. The primary purpose of a California special needs trust is to preserve the beneficiaries’ entitlement to public assistance and access to government programs, and to strike a delicate balance where the drafting attorney must strive to draft special needs trust provisions which supplement benefits rather than supplant them.

Guard Against Reckless Estate Handling

A California living trust also involves the client’s selection of an order of successor trustees. A successor trustee has no authority to act on behalf of the trust until the creator of the trust is prevented from acting by reason of disability or death. The provisions regarding successor trustees must be very detailed to account for all possible scenarios which relate to an acting trustee. Many people make the mistake of being reckless with who will be handling the affairs of their estate, and a California living trust is designed to guard against reckless handling of the estate and include a nomination clause for competent, trustworthy, responsible and impartial trustees.

A living trust serves as a wonderful insulating layer of privacy and keeps your estate out of the court system. And exorbitant fees to attorneys and personal representatives as well as costs that would otherwise be owed the probate court and probate referee are saved and passed on to your selected beneficiaries.

Living Trusts And Married Couples

Yet another added benefit of living trusts pertains to married couples. Only a living trust can provide you with the feeling of security in knowing that your assets and wealth will eventually pass to your selected beneficiaries, since the trust provides that upon the second spouse's death, the estate will pass as you have stated in the trust. A will cannot control a disposition in the future to the degree like a living trust can. The trust preserves the estate for your children and any other selected beneficiaries, and guards against property winding up with someone outside of your next generation.

What is a California Living Trust?

A California living trust is recognized in all 50 states and can actually capture your property owned in other states. A California living trust is a very flexible and far-reaching device. And if you acquire property in the future, there is no need to amend your living trust. For example, if you have formed a living trust and decide to buy a vacation home next year, then you merely have the home deeded to your living trust at the time of the sale and real estate closing, and this is done for you by the escrow officer at no additional charge.

A California living trust does not affect your ability to sell or control assets. Your selected beneficiaries have no immediate rights in the trust – their interest is prospective only and only arises upon death of the creator(s) of the trust. It is your living trust – it does not belong to your beneficiaries. Once your living trust is formed, your estate remains private and confidential.

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What if I Have Questions About Living Trusts?

You may have been thinking about a living trust for quite some time. Your time may have just arrived, so please do not hesitate to call or email Attorney Paul A. Hanks to arrange for a free consultation. My law firm is very accommodating to the demands of your daily schedule and we have time slots available after normal business hours as well as weekends. Service is also available by email.

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Licensed to Practice Law Since 1991 in All State Courts in California
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