In California, do I still need a will if I have a living trust?

Yes, we will prepare for you what is called a “pour-over” will. It is so called because it “pours over” into the trust any odds and ends not already in the trust by the time of death. Examples of such assets would be your automobile and checking account.

Even with a living trust, you need a pour-over will that: Names guardians for minor children (trusts can’t do this) Catches forgotten assets – Transfers anything you forgot to put in the trust Provides backup instructions if something goes wrong.

The pour-over will essentially says: “Anything I own at death that isn’t already in my trust should be transferred into my trust and distributed according to the trust instructions.”

Services We Offer

Our Attorneys Are California Estate Planning Experts

As a Ventura County estate planning law firm specializing in living trusts, our firm commonly receives questions about living trust fundamentals. We have a team of experts with the legal knowledge to answer questions about the process of estate planning, and what the benefits of a living trust can be.

Our firm can provide expert legal services as living trust attorneys. We are a Southern California based law firm in business since 1985. We specialize in living trusts and estate planning matters.

To learn more about living trusts, or if you would like a free consultation to learn if a living trust is right for you, please do not hesitate to contact us at (805) 482-2282, or e-mail us.

It is our privilege to guide clients through estate planning decisions

California Living Trust Attorneys

Valued Client Reviews

    
 
 
       Posted on Google  
   
   Lisa Vertz 
 March 14, 2022.
 
 
  I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will.
  
 
      Posted on Google  
   
   Roman Kisz 
 December 21, 2021.
 
 
  Antonio is great. I work in a related industry, but my wife does not. He sat down with us and helped to get our estate in order by walking us through the trust process. My wife was very happy we took the time to protect our family and to get this crucial step in life accomplished. Thanks again!
  
 
      Posted on Google  
   
   Don Houle 
 August 13, 2021.
 
 
  A great place to place your trust for a trust
  
 
      Posted on Google  
   
   Mike Ricci 
 December 5, 2020.
 
 
  
  
 
      Posted on Google  
   
   Kathy Locklear 
 October 3, 2020.
 
 
  
  
 
      Posted on Google  
   
   Kyle T 
 September 22, 2020.
 
 
  Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning.
  
 
      Posted on Google  
   
   Joan Riley 
 January 16, 2018.
 
 
  I have just completed my trust work with Mr. Staker and I could not. be happier.  I was referred to him by a prominent San Fernando  Vally commercial realtor so I had high hopes when I met with him and I was not disappointed.  Now I am insisting that my children go to him to make certain that their trusts are in order.  Joan Riley
  
 
      Posted on Google  
   
   Bryan Freeberg 
 May 2, 2017.
 
 
  
  
 
  
  
 
 
   Google rating score: 4.9 of 5, based on 9 reviews