Hess-Verdon & Associates PLC
Living Trust Attorney Near Me
You may want to work with lawyers near you. While convenience is a consideration, the best living trust lawyer near you may be worth a little bit of inconvenience. Keep in mind that you are looking for an attorney who has the experience, has the right personality, and whos fees, services, and qualifications match your needs.
When evaluating an attorney, you will want to review what others have to say about them. See Hess-Verdon Reviews.
Living Trust Attorneys
HESS-VERDON – #1 SOUTHERN CALIFORNIA TRUST & ESTATE LAW FIRM
(DEEP BENCH COURT TIME)
Why Choose Us?
What Does a Living Trust Attorney do?
Protect Your Rights!
For over 30+ years, our experience in living trusts allows us to gear up more quickly and handle your case more efficiently. You receive answers to substantive law questions and recommendations.
Our law firm can make a difference in your estate plans!
Before you endeavor to find a trust attorney, completely read our page. It will guide you to writing down your decisions about your Trust and questions you want to ask your Trust lawyer. It will also help you on how to create a trust.
Many people believe to search for “living trust attorney near me” is ok but that may be a downfall. You see, there are dozens of living trust attorneys in Orange County, and they do quite well in their endeavors. But a long lasting estate plan is an entirely different situation, especially if its contested.
What is the difference between a Trust vs. a Will?
While a Trust and a Will are both useful planning devices, there are significant differences between a Trust and a Will, especially in terms of the following:
- Time: Where a Trust can take effect as soon as you create it, a Will, on the other hand, takes place at your death. With a Will, it can take ten months upward to probate and if contested several years.
- Privacy: With a Trust, our wishes kept private. With a Will, all the information is public.
- Cost: Cost can be severe with a Will. Upfront, the price may sometimes be lower than a Trust, but when you die, it can escalate to tens of thousands of dollars to the estate. (see Cost to Probate in California)
As an Orange County Trust Attorney, Hess-Verdon & Associate PLC looks forward to assisting you expeditiously. We are available for your call: 888-318-4430.
What Should I Consider in Achieving Good Counsel?
Choosing the right living trust attorney is very important. Yes, you can try to DIY (do it yourself), but in today’s litigious society, it is inadvisable. If you live in California, it is even more of a reason to do your due diligence to protect your estate instead of leaving it up to chance. Why do people choose a Will over a trust? Mostly due to cost, but the downside is the costs and legal fees after death are higher with a Will because Wills require the probate court’s supervision.
When calling into an estate planning firm, you will want them to know the following:
- Avoid Probate: Let them know you want to avoid probate when you die.
- Years of Experience: Find out how many years he/she has been doing Living Trusts and how many they have prepared.
- Ask who will draft and prepare your Trust document. Nowadays, there are DIY Living Trust platforms, but here at Hess-Verdon, you work one-on-one with our attorneys and paralegals.
- The larger the estate, the more important advanced estate planning may be for you. All properties, assets, etc., should be taken into account; otherwise, it can trigger probate.
- How Many Administered: Ask how many Living Trust the attorney had administered (settled) when the clients died or became incapacitated.
- Ask how long it will take: Important to know the staffing levels to ensure a deep thorough review of your circumstances.
- Checkups: It is imperative to have a checkup once every 3-5 years. If a significant change has occurred to you or your assets, then have one of Hess-Verdon’s trusted attorneys do a review as soon as possible.
- Request a 2nd Opinion Case Review Typically, with an upfront phone interview, you will know exactly where you stand here at Hess-Verdon.
Note: If there is an immediate hardship, please call 888-318-4430.
Note: The California Probate Code provides that probate estates of $150,000 or less do not need to be probated. If the estate consists of assets more than $150,000, a probate is necessary. Therefore, it is important to choose the right living trust lawyer to advise you.
Meet The Team
Trust and Estate Planning
Our managing partners have practiced law for over 30+ years. We have deep court experience, and after 3000+ clients throughout our tenure, you will receive in-depth knowledge in trust & estates, business, and real estate matters.
Request a no-obligation case review today. Feel free to call, and our helpful staff will set you up with one of our specialized attorneys.
- Charitable Remainder Trust (CRT)
- Grantor Retained Annuity Trust (GRAT)
- Qualified Personal Residence Trust (QTIP)
- Legacy Trusts
- Learn more on estate planning.
With over 30+ years of law, 3000+ clients throughout our tenure,
you can receive in-depth legal counsel today.
NEED A SECOND OPINION?
Hess-Verdon is ready to help you today.
Request a Case Review Today Call us at 949-706-7300Step-up Basis at Death for Revocable and Irrevocable Trusts A step-up in basis refers to the appraisal of appreciated assets' value in a trust to inform taxation upon inheritance. Usually, what is considered...