Need Help Creating a Revocable Living Trust?

Call Our Alameda County Estate Planning Lawyer

A revocable living trust is a legal entity formed to hold and control assets. A person can place assets into the trust, and upon their passing, these assets are managed by successor trustee up to and through their final distribution. A revocable living trust is a private entity which requires no court involvement to manage. A revocable living trust greatly speeds the post-death distribution process at a substantially lower cost than probate. Revocable trusts are flexible documents that can be updated, amended and revoked during your lifetime.

Benefits of a revocable living trust include:

  • Easy to update throughout your lifetime
  • Cost of post-death distribution nearly 1/10th the cost of probate
  • Tax saving structure

Sargent Law Offices personally consult with our client as often as necessary to ensure that you understand the nature of this trust, including tax-related issues and amendment situations. Our personalized service is why our clients recommend us again and again to their friends and family.

To get started with creating a trust, call (510) 344-2599 for a free consultation.

How To Create a Revocable Trust

Creating a revocable trust requires an individual to do most of the work upfront so the distribution of your estate is obstacle free in the future.

The process of creating a revocable trust includes the following steps:

  • Catalog all of your assets

  • Name your beneficiaries

  • Assign your trustees

  • Include any property on the trust

  • List your assets

  • Procure investment certificates

  • Include beneficiaries in your bank and insurance company

  • Retitle cars

  • Sign new deads

  • Establish a “pour-over” will that includes future assets to your trust.

What is a Living Trust?

A living trust is a legal document, or trust, that is reated during an individual's lifetime. It involves designating a person, that is considered to be a trustee. They are given responsibility for managing the individual's assets for the benefit of the beneficiary after passing.

The purpose of having a living trust is to allow for the easy transfer of assets and bypassing probate, which can be complex and expensive.

Trusted Estate Planning Services, Serving Castro Valley

Our Alameda County estate planning attorney has helped many individuals and families with customized estate plans, including creating trusts of all types. Whatever your legal needs may be, we strive to empower each of our clients with the knowledge to make informed decisions by de-mystifying the legal process.

Our firm is led by Attorney Hannah Sargent; she brings her extensive background in the following to each case:

She strives to deliver customized planning that is catered to your specific goals. Her experience in the field and her devotion to providing clients with effective service has made our firm a trusted name in the community.

Call Sargent Law Offices at (510) 344-2599 for more information.

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