San Marino, CA Trust Lawyer

You likely know that estate planning is something that you need to make the time to do if you have built any sort of wealth in your lifetime. It’s possible, though, that you feel you don’t know enough about your options or what you need for your unique financial situation to take the first step. You shouldn’t let this uncertainty or apprehension keep you from protecting what you’ve worked hard to earn, and the best way to do that is to allow our skilled San Marino trust lawyer to help you create a trust that safeguards your assets, both now and in the future.

At Hayes Law Firm, we take the time to get to know you, your family, your financial situation, and your overarching goals to ensure that your trust(s) aligns with those factors. Mr. Hayes has over 40 years of experience and is seasoned in the estate and trust laws of California. We are dedicated to helping you gain confidence in your financial future by keeping you in control of your wealth both now and after you pass.

Call today to schedule your free consultation and learn more about how our firm can navigate you through the trust process.

What Steps Are Involved In Creating A Trust?

The crucial first step of creating a trust is creating a list of your assets, which include all of the accounts where you hold money, all of the property you own, and all of your valuable belongings. Then, our lead San Marino trust lawyer will get a better understanding of your short-term and long-term goals.

For instance, are you looking to protect your assets from creditors or lawsuits? Are you looking to keep your estate out of probate when you pass? Are you looking to help financially support a dependent who has special needs? With a solid understanding of what you are trying to accomplish, our firm will be able to recommend the types of trusts that most closely align with those goals. Some examples include:

• Revocable living trusts
• Irrevocable living trusts
• Charitable trusts
• Special needs trusts
• Asset protection trusts
• Testamentary trusts
• Life insurance trusts
• Qualified terminally interest property (QTIP) trusts
• And more!

Once this is decided, you must consider who your trustee will be; in some cases, you will be able to be your own trustee, but in others – especially in cases of particularly high-value assets – a professional will be needed to manage the trust. Next, our knowledgeable San Marino trust lawyer will assist you in drafting the documents and setting the terms of the trust according to your wishes. You can trust our team to guide you through each step at your own pace and answer any questions you have along the way!

How Complex Is The Trust Creation Process?

Creating a trust – and estate planning in general – requires you to answer some difficult questions and consider a future that you are no longer a part of. With over four decades of experience, our compassionate San Marino trust lawyer knows the kind of overwhelming emotions you may be feeling and can offer advice to help soothe your unease. Though you might be feeling uncomfortable, you should feel content knowing that your hard-earned wealth will be protected, and that your wishes for what should happen to it after you’re gone will be respected.

Keeping your assets in a trust prevents your family from having to go through unnecessary and stressful legal drama while they are grieving your loss. By being proactive, you can secure your legacy and leave behind a meaningful gift for those you care about most!

Why Choose Our San Marino Trust Lawyer?

At Hayes Law Firm, our priorities will always be helping you achieve your legal goals through a personal and empowering level of service. We strive to ensure that you always feel supported and listened to when you interact with our staff. Other advantages of working with our attentive San Marino trust lawyer include free unlimited telephone support, free client seminars, free regular Legacy and Estate Plan checkups, and more! Call today to schedule your free initial consultation and discover your next steps.