c. 2011 San Diego Real Estate Law
Do you need to Review your Will/Trust and
Estate Plan with an attorney?

You may need to review your will and trust if you have
experienced either a change in your Family Status or a
significant change in your Financial Status.

Changes affecting Family

1. Marriage
2. Divorce, Separation, Death of Spouse
3. Long Term Relationships
4. Birth, Adoption, Maturity, Marriage, Divorce of Children
and Grandchildren
5. Death in the Family or Beneficiaries
6. Serious Illness, Incapacity of Spouse, Child, or Beneficiary
7. Significant changes in relationship to beneficiary
8. Change of residency to another state or country
9. Change of Trustee

Changes of Financial Status

1. Significant changes in income, net worth, or assets
2. Disposal of assets in the will or trust
3. Change in employment
4. Change in business interests - partnerships,
corporations
5. Acquisition or disposal of property
6. Retirement

What are the goals for my Estate Plan?

I want to schedule a review of my Will/Trust/Estate
Plan.
Free Consultation
Call us Now
M-F 9 a.m. - 5 p.m.
619.322.5695

Email Us

Mailing Address
7040 Avenida
Encinas
Suite 104-285
Carlsbad, CA 92011

Recommended
Readin
g:
Estate and Trust
Planning



































































































































































c. 2017 San Diego Real Estate Law
       How does a Will differ from a Living Trust?

       A Living Trust allows you and your family to
manage your property before and after your incapacity
or death.  
A Will requires court supervision of the
management of your assets
upon your incapacity or
deat
h.  

       With a Will, property distributions at death will be
distributed according to California law that may not be
according to the wishes of the deceased.  

       A Living Trust offers confidentiality between you
and your beneficiaries.
 A will goes through a public
lawsuit known as probate.  
        
       
A Living Trust is in most cases much less expensive
than probating a will and far easier to administer at
death.  


       
A living trust is administered by a trustee.  A will is
administered by an
executor.

       In a foundational estate plan, you would still need a
will—known as a pour over will—to cover any assets
that have inadvertently not been transferred to the trust
prior to death.

Why do I need a living trust?

What is the purpose of an Advanced Health Care?

What is the purpose of a Durable Power of Attorney for
Financial Management?

What are the most recent tax laws that affect my estate
planning decisions in 201
7?

What are the goals for my Estate Plan?

I want to schedule a review of my Will/Trust/Estate Plan.
Call us Now
M-F 9 a.m. - 5 p.m.
(619) 322-5695

Email Us

Mailing Address
7040 Avenida Encinas
Suite 104-285
Carlsbad, CA 92011
California  Estate
Planning with a
Revocable Living
Trust
We serve the San Diego and Orange County Communities of La Jolla, UTC, Pacific Beach, Ocean Beach, Carmel Valley, Del Mar, Carlsbad,
Encinitas, Leucadia, Rancho Santa Fe, HillCrest, North Park, El Cajon, Lemon Grove, College Area, Sorrento Valley, Solana Beach, Oceanside,
Vista, Poway, Rancho Bernardo, Rancho Penasquitos, Scripps Ranch, Vista, Escondido, San Marcos, San Clemente, Laguna Niguel, Newport
Beach, Huntington Beach, Irvine, Mission Viejo, Laguna.