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Tenant & Housing Rights

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WHY YOU NEED A TRUST!  

Gavel

KEEP HEIRS & YOUR
MONEY OUT OF COURT

Family Dispute

GUARD AGAINST
EX SPOUSE

Image by Nathan Anderson

HAVE A SPECIAL
NEEDS RELATIVE

Image by Andre Hunter

MENTALLY ILL OR
SPITEFULL RELATIVE

Image by Giorgio Trovato

DISTRIBUTE ASSETS TO HIERS

House

PROTECT YOUR HOME

Kids Playing Carnival Game

YOU HAVE 
STEP CHILDREN

Gay Couple Eating Popsicles

YOU HAVE A LIFE PARTNER

Image by engin akyurt

YOU HAD A
DIVORCE

Business Brainstorm

MANAGE OR
SELL BUSIENSS

 CALIFORNIA TRUST

What is a TRUST ? 

​

A Trust, like a Will, is a legal document you create to tell your family how to handle your estate after you pass away. 

 

Why do I need a TRUST ?

 

If you live in California and your estate is worth $166,250 or more (including equity in your property), you MUST have a trust in order for your hiers to avoid probate proceedings (going to court) should you pass away!  A trust allows you to pass money and property to your heirs without having to hire an attorney and go to court.

 

Go through the list below.  If you need just  'one' of the items, then you need a Trust in addition to your will.

​

  • Everything  you own is worth more then $166,250

  • You own Real estate in California

  • Want money managed for pets

  • Have a child with a  physical or mental disability

  • Have step children

  • Have Multiple Marriages

  • Have a business

  • Plan to leave money to someone other then a relative

  • Have a mean or spiteful relative

  • Have a life partner

  • Want to disburse money over time

​
 

What happens if I only have a will and I own more then $166,250?
 

If you have a will, but not a trust and have more then $166,250 in total assets, your belongings cannot be given to your heirs until your estate goes through Probate.   Probate can be expensive and can take months or even years to complete.
 

What exactly is Probate?

Probate requires by law that your will’s executor, or a court appointed administer, will:
 

  • collect all your assets

  • pay the debts and expenses

  • lastly, distribute the remainder of the estate to the individuals you have named in your will​
    ​

A Probate case can take between 9 months to 1 ½ years and cost tens of thousands of dollars that could have gone to your heirs.​ 

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