The creation of a revocable trust, also known as a living trust, is an interesting process. You will actually be setting up an independent entity that will continue on beyond your lifetime. When you pass on, your living trust will keep moving along, carrying out your wishes.

Once the revocable trust is created we will assist you with transferring your assets into the trust. The trust will actually hold the assets; however, because it is revocable you will retain control of your assets during your lifetime.

For the most part, it will be as if nothing had changed. You will file tax returns just like before and manage your assets just like before. You will be free to move assets in and out of the revocable trust or modify them however you wish during your lifetime.

The only significant difference you will experience is that title to certain assets, such as your home, will be held in the the name of the trust.

After a free consultation with Achtel Law Firm we will be able to design a living trust specifically for you. Our customized approach, one client at a time, will maximize your benefits based on your particular circumstances.

Our cost for preparing a basic living trust package for a couple is $2200, and $1900 for an individual. Our living trust package includes a living trust, a pour-over will, powers of attorney (including a living will), transfer of personal property, and other related documents to put your assets into your trust. This package includes consultations with an estate planning attorney, who can ensure that the proper documents are tailored for your specific needs.

Please contact us via our online contact form or by phone toll-free (800-361-1961) or in San Diego at 858-350-3124.