Estate Planning Attorney in Laguna Hills, CA | Confidential Consultations

Where Should You Keep Your Estate Planning Documents?

Estate planning document storage advice.

Many people sign a living trust, will, power of attorney, and health care directive, then place the documents somewhere no one knows about. Years later, when incapacity or death occurs, the family may not know where the originals are, whether signed copies exist, or who has authority to act…

Can a Non-Family Member Inherit Your Property in California?

Estate planning inquiry in California

For many California living trusts, this happens after the trust creator dies, the successor trustee gathers the assets, pays expenses, resolves taxes, and distributes the remaining property to the beneficiaries. Once the trust no longer owns property and no further duties remain, the trust has effectively served its purpose….

How Do You End a Trust in California?

Man discussing trust closure steps

For many California living trusts, this happens after the trust creator dies, the successor trustee gathers the assets, pays expenses, resolves taxes, and distributes the remaining property to the beneficiaries. Once the trust no longer owns property and no further duties remain, the trust has effectively served its purpose….