Services / Estate Planning & Trusts
Living Trusts & Estate Planning
Professional estate planning document preparation for California residents. Living trusts, irrevocable trusts, and estate planning documents prepared at your direction — saving you thousands in attorney fees.
What We Prepare
- • Revocable Living Trusts — Primary estate planning vehicle
- • Irrevocable Trusts — Asset protection and tax planning trusts
- • Pour-Over Wills — Companion will for trust-based plans
- • Certification of Trust — Summary document for financial institutions
- • Trust Amendments & Restatements — Modify existing trusts
- • Trust Transfer Deeds — Transfer real property into trust
How It Works
- 1Free Consultation. We discuss your estate planning goals and identify the documents you need.
- 2Document Preparation. We prepare your trust and related documents based on your instructions — who your beneficiaries are, who manages the trust, and how assets should be distributed.
- 3Execution & Funding. We provide instructions for signing, notarizing, and funding your trust (transferring assets into it).
Important: We cannot advise which type of trust is best for your situation or provide tax advice. We prepare documents based on your specific direction. Consult an attorney or tax professional for advice.
Frequently Asked Questions
Why use a living trust instead of just a will?+
A living trust allows your estate to avoid probate, which can save your beneficiaries time and money. Assets in a properly funded trust pass directly to beneficiaries without court involvement. We prepare trust documents at your direction.
What's the difference between revocable and irrevocable trusts?+
A revocable trust can be changed or revoked during your lifetime. An irrevocable trust generally cannot be modified once created. The choice depends on your specific goals. We prepare either type based on your instructions.
Do I still need a will if I have a living trust?+
Yes, a pour-over will is typically prepared alongside a living trust. It catches any assets that weren't transferred into the trust during your lifetime and directs them into the trust. We prepare both documents as a complete package.
Related Services
Ready to Create Your Estate Plan?
Schedule a free consultation to start your living trust or estate planning documents.
Brewer & Associates is not a law firm and is not a substitute for the advice of an attorney. We are Registered and Bonded Legal Document Assistants and attorney-supervised paralegals who provide self-help services at the specific direction of our clients. Service fees do not include court filing fees, recording fees, service of process fees, or other third-party costs. LDA #237, Kern County.