A Living Trust Can Be a Highly Effective Estate Planning Tool

At The Law Offices of Joel A. Harris P.C., our Antioch living trust attorney provides solutions-focused guidance to clients. With more than three decades of estate planning experience, our team has the knowledge you can trust. If you have any questions about living trusts, we can help. Contact us at our Antioch office for a confidential consultation with a top California estate planning lawyer.

What is a Living Trust?

A living trust (revocable trust) is a legal arrangement through which assets are placed under the control of a trustee for the benefit of a beneficiary or beneficiaries. A key point is that living trust remains in place while the grantor (person who created the trust) is still alive. Notably, a living trust can be revised—or even revoked—at any time by the creator.

The Estate Planning Benefits of a Revocable Living Trust

Why set up a revocable living trust? There are several potential benefits. Some of the main advantages of revocable living trusts include:

• Avoiding probate: In California, a revocable living trust allows assets to be transferred directly to beneficiaries without court supervision.
• Flexibility: Trusts are flexible. As the grantor, you can modify or revoke the trust at any time as your needs and circumstances evolve.
• Privacy: A revocable trust allows you to keep sensitive financial information confidential. Unlike probate, the specific details of a trust are not disclosed in public records.

A Revocable Living Trust is Not the Right Solution for All Estate Planning Needs

As useful as revocable living trusts can be, they are not the right tool for every estate planning situation. One of the primary disadvantages of revocable living trusts is that they provide limited asset protection. If asset protection is one of your primary goals, our California estate planning lawyer can help you evaluate other (more effective) trust planning options.

Why Trust Estate Planning Lawyer Joel A. Harris for Help with a Living Trust?

A living trust can be an effective, efficient estate planning tool. It can also be complicated to set up; It is crucial that you have the right trust planning documents in place. Joel A. Harris is an estate planning lawyer with extensive experience handling trust planning matters. When you reach out to us, you will have an opportunity to consult with an Antioch living trust attorney who can:

• Hear your story, explain your options, and answer your questions about living trusts
• Put the right living trust documents in place
• Build a more comprehensive estate plan that best suits your needs

Contact Our Antioch, CA Living Trust Attorney Today

At The Law Offices of Joel A. Harris P.C., our California living trust lawyer is skilled, experienced, and knowledgeable. If you have any questions about living trusts, we can help. Contact us today to set up your completely confidential, no obligation initial consultation. From our office in Antioch, we help clients with living trusts in Contra Costa County and throughout the region.