A revocable living trust is a foundational estate planning tool used to manage assets during life and distribute them after death without the delays of probate. Individuals in La Verne and surrounding areas use this form of trust to maintain control over property, plan for incapacity, and streamline the transfer of assets to family members, friends, or organizations. The trust can be revised or revoked while the settlor is alive, which provides flexibility as circumstances change. This page outlines practical considerations, benefits, processes, and how the Law Offices of Robert P. Bergman can assist with drafting and funding a revocable living trust.
Deciding whether a revocable living trust fits your estate planning goals depends on personal circumstances such as asset type, family structure, and long-term objectives. This guide explains key elements like trustee selection, funding methods, and ancillary documents including pour-over wills and health care directives. It also covers how a trust can work alongside wills, powers of attorney, and beneficiary designations. The goal is to provide clear information that helps you make informed choices about protecting your assets and ensuring a smooth transition for your loved ones while minimizing administrative burdens after incapacity or death.
A revocable living trust offers several practical benefits that many clients find valuable. It permits continuity in asset management if you become unable to handle financial affairs, since a named successor trustee can step in without court oversight. It can simplify asset transfer on death by avoiding probate, which can reduce delay and public exposure of private estate details. Additionally, careful trust funding and coordination with beneficiary designations help ensure assets pass according to your intent while providing flexibility to adjust provisions as family or financial circumstances evolve over time.
The Law Offices of Robert P. Bergman offers estate planning services throughout California with a focus on practical, client-centered solutions for individuals and families. Our team assists with creating revocable living trusts, wills, powers of attorney, health care directives, and related documents such as pour-over wills and certification of trust forms. We emphasize careful document drafting, straightforward explanations of options, and hands-on help with trust funding so clients feel confident their plans reflect current wishes and respond to foreseeable changes in family or financial situations.
A revocable living trust is a legal arrangement where the trustmaker transfers ownership of assets to a trust during their lifetime while typically retaining the right to manage or change the trust. The trust holds property for beneficiaries and names a successor to administer assets if the trustmaker becomes incapacitated or dies. The trust document can provide detailed instructions for distribution, support minor beneficiaries, or address other personal priorities. Unlike an irrevocable trust, a revocable living trust can be modified or revoked during the trustmaker’s lifetime, offering flexibility for changing circumstances.
Key practical uses of a revocable living trust include avoiding probate for trust assets, maintaining privacy for estate details, and facilitating continuity in asset management. Trusts can be tailored to accommodate blended families, support for a surviving spouse, or special arrangements for loved ones with particular needs. The trust creation process also encourages coordination with other estate planning tools so beneficiary designations and titled assets align with the overall plan. Proper funding of the trust is essential to realize these benefits; without funding, assets may still require probate administration.
A revocable living trust is a written agreement that sets out how assets will be managed and distributed. The trustmaker, sometimes called the settlor, transfers legal title of selected assets into the trust while commonly acting as trustee during life. The trust designates successor trustees and beneficiaries and includes instructions for management in case of incapacity and directives for distribution after death. The revocable nature means the trust can be amended or terminated while the trustmaker is competent. This flexibility makes the instrument well-suited for people who want control and continuity without giving up the ability to change their plan.
Creating a revocable living trust involves several important steps: drafting a clear trust document that names a trustee and successor trustee, determining beneficiaries and distribution terms, and identifying which assets will be placed into the trust. After drafting, the trust must be funded by retitling assets or assigning ownership to the trust, updating beneficiary designations where appropriate, and preparing complementary documents such as a pour-over will, powers of attorney, and health care directives. Follow-up reviews are important to confirm new property acquisitions are properly titled and that the plan reflects life changes.
Understanding core terminology helps demystify the trust creation process. Common terms include settlor, trustee, successor trustee, beneficiary, funding, pour-over will, and trust administration. Each term describes a role, action, or legal step that plays a part in effective estate planning. Clear definitions make it easier to evaluate options and implement a plan that meets personal goals. Below are concise explanations of several frequently used terms that appear throughout trust documents and related estate planning paperwork.
The settlor is the person who creates the revocable living trust and transfers assets into it. The settlor typically serves as initial trustee and retains the ability to manage trust assets and modify or revoke the trust during life. This role includes outlining beneficiaries, naming successor trustees to take over if incapacity or death occurs, and establishing instructions for how the trust assets should be managed and distributed. The settlor’s choices dictate the trust’s structure and distribution plan, and ongoing review ensures the trust remains aligned with evolving family and financial circumstances.
Funding the trust refers to the process of transferring assets into the trust so they are owned by the trust entity and are therefore governed by its terms. Common funding steps include changing the title on real property, transferring bank or brokerage accounts, assigning ownership of personal property, and updating beneficiary designations where appropriate. Proper funding is essential to achieve the intended benefits of avoiding probate and ensuring seamless asset management. Without complete funding, some assets may still pass through probate despite the existence of a trust.
A successor trustee is the person or institution named in the trust document to manage and distribute trust assets if the original trustee becomes incapacitated or dies. The successor trustee steps into the management role without the need for court appointment, carrying out the trustmaker’s instructions, handling administrative duties, paying debts, and making distributions to beneficiaries as directed. Selecting a successor trustee involves considering reliability, organizational ability, and availability, and the trust can name alternate successors to address unforeseen circumstances.
A pour-over will is a companion document to a revocable living trust that catches any assets not transferred into the trust before death and directs that they be transferred into the trust through probate. While the goal is to fund the trust during life and avoid probate, a pour-over will acts as a safety net for assets inadvertently omitted or newly acquired and not retitled. It ensures that the trustmaker’s overall estate plan remains coordinated, but it does not eliminate the need for probate for those specific assets subject to the will.
Choosing between a revocable living trust and other estate planning tools depends on objectives such as privacy, continuity of management, and the desire to avoid probate. Wills handle the distribution of probate assets and can nominate guardians for minor children, while trusts can provide smoother transitions for assets titled in trust and offer planning for incapacity. Other alternatives include beneficiary designations, transfer-on-death accounts, and small estate procedures for low-value estates. Evaluating these options together helps create a cohesive plan that addresses distribution, incapacity planning, and administrative efficiency.
For households with modest assets and straightforward ownership arrangements, a limited estate plan that emphasizes a simple will, beneficiary designations, and basic powers of attorney may be sufficient. If most assets pass directly to surviving joint owners or through beneficiary designations on retirement accounts and life insurance, the added complexity of a trust might not provide meaningful advantages. However, even in simpler situations, having clear instructions for incapacity and up-to-date beneficiary designations is important to avoid unintended outcomes and to ensure a smooth transfer of assets.
Some individuals decide probate avoidance is not a major concern due to the size of their estate or confidence in family members’ ability to manage an estate through probate proceedings. In these cases, focusing on a will and complementary documents like powers of attorney and a health care directive can deliver necessary protections without the administrative tasks of funding a trust. This approach can still provide clarity about distribution and incapacity decisions while keeping the planning process more streamlined and cost-effective for those with straightforward circumstances.
A comprehensive trust-based plan is often preferable when privacy and probate minimization are priorities. Assets held in a properly funded revocable living trust generally transfer outside of probate, which reduces the time family members may wait to receive distributions and keeps testamentary details out of the public record. For individuals who value confidentiality or anticipate complex estate administration, creating a cohesive package of documents that include a trust, pour-over will, and appropriate powers of attorney provides greater control over how and when assets move to beneficiaries.
Families with blended relationships, minor children, beneficiaries with special needs, or concerns about creditor claims often benefit from a comprehensive approach. A trust allows precise distribution terms such as staged inheritances, protections for beneficiaries who might be vulnerable, and clear guidelines for long-term management. This structure also makes it easier to designate a successor trustee who can carry out the trustmaker’s intentions without court intervention, creating continuity in management and minimizing potential conflicts during sensitive transitions.
A comprehensive trust-centered estate plan offers multiple benefits beyond simple distribution of assets. It supports proactive planning for incapacity, simplifies the administration of assets at death, and can provide ongoing oversight for beneficiary distributions. In addition, a well-crafted plan addresses contingencies, aligns ownership and beneficiary designations, and reduces the administrative burden on loved ones. Thoughtful drafting helps ensure that wishes are followed, that the transfer process is efficient, and that family members receive clear instructions for handling financial and personal affairs.
Comprehensive planning also helps coordinate retirement accounts, life insurance, and real property interests so that the estate plan functions as a cohesive whole. This coordination prevents common problems such as assets passing contrary to the trustmaker’s intent due to outdated beneficiary designations. Regular reviews and adjustments of the plan keep it aligned with changes in relationships, asset composition, and applicable law. By taking a broad view of estate planning needs, clients can reduce future stress and provide a more predictable path for asset management and distribution.
One significant benefit of a comprehensive trust approach is improved continuity of management when a trustmaker cannot act. Naming a successor trustee in the trust document allows for immediate, court-free administration of trust assets, which helps maintain bill payments, property management, and investment oversight. This continuity reduces the need for court appointments, minimizes delays, and provides family members with a clear roadmap for managing financial affairs. The result is a smoother transition that lessens disruption during what can be a stressful period for loved ones.
A trust can specify detailed distribution terms such as staggered payments, conditions for release of funds, and protections for beneficiaries who may have unique circumstances. This degree of control allows the trustmaker to tailor distributions to suit educational, health, or long-term care needs, and to protect assets from imprudent spending or outside claims. Thoughtful drafting ensures that beneficiaries receive support in a structured manner while preserving assets for future needs, which can be especially valuable in families with young beneficiaries or those who require ongoing financial oversight.
Start the trust process by creating a complete inventory of assets you own now and expect to acquire. Include real property, bank and investment accounts, business interests, life insurance policies, retirement accounts, and valuable personal property. Note current titles, account numbers, and beneficiary designations so you can determine which assets should be retitled in the trust and which require beneficiary updates. A thorough inventory simplifies funding and reduces the risk that assets will be overlooked and pass through probate despite having a trust.
A revocable living trust should be supported by powers of attorney and an advance health care directive to address incapacity. A financial power of attorney allows an appointed agent to handle matters not already covered by the trust, while a health care directive communicates medical wishes and designates someone to make health decisions. These complementary documents provide practical authority to manage affairs and ensure your preferences are followed if you cannot communicate them yourself. Together with the trust, they form a cohesive incapacity and estate planning framework.
Clients consider a revocable living trust for reasons that include minimizing delays for beneficiaries, maintaining privacy, and planning for smooth management in the event of incapacity. A trust can reduce the need for probate for assets properly titled in the trust, which decreases the administrative burden on family members. It also allows for tailored distribution arrangements and continuity in management by designating a successor trustee. For households with complex family situations, property in multiple jurisdictions, or a desire for detailed distribution terms, a trust is often a sensible component of a comprehensive plan.
Other reasons to consider a trust include the ability to provide structured support for beneficiaries, coordinate with retirement and insurance arrangements, and implement long-term planning objectives. A revocable living trust can be updated as family or financial circumstances change, offering flexibility that aligns with life transitions. When combined with a pour-over will, powers of attorney, and health care directives, it forms a practical framework that helps preserve assets, direct their use, and ensure that medical and financial decisions will be handled according to your preferences.
People often pursue a revocable living trust when they own real estate, have assets in multiple states, anticipate probate will be lengthy, or want to provide more structured distributions for heirs. Blended families, beneficiaries with special needs, and those who value privacy also frequently find trusts useful. Additionally, individuals who wish to minimize disruption to property management or business operations upon incapacity benefit from naming a successor trustee who can act immediately. The decision depends on personal priorities, asset mix, and how much administrative simplicity is desired for loved ones.
If you own real property or assets located outside California, a revocable living trust can simplify administration by allowing those assets to be managed or transferred under the trust’s terms. Properly funding the trust ensures that property deeds and account titles reflect trust ownership, which helps avoid separate probate proceedings in different jurisdictions. This approach can reduce administrative complexity and potential costs associated with intestate succession or multiple probate matters, providing a more consolidated and efficient way to handle diverse holdings.
A trust allows the settlor to establish conditions for distributions, such as age-based payouts, educational stipends, or funds for health and support, which can protect minor or vulnerable beneficiaries. Trustees can be instructed to manage assets and make distributions that reflect the settlor’s wishes, and the trust can provide guidance on investing and preserving assets over time. This structured approach helps ensure that support remains available when needed and reduces the risk of funds being misused or depleted prematurely.
For those who wish to keep estate details private and reduce delays for beneficiaries, a revocable living trust is an effective tool. Assets held in a properly funded trust generally pass outside probate, which shortens the time before beneficiaries can access trust property and avoids making the deceased’s estate planning documents part of the public record. This privacy and efficiency can be particularly appealing for individuals with concerns about public scrutiny, family tensions, or the logistical burdens that probate proceedings can create.
The Law Offices of Robert P. Bergman provides practical assistance to residents of La Verne and nearby communities who are considering a revocable living trust. Our firm assists with drafting trust documents, coordinating related estate planning paperwork, and guiding clients through the trust funding process to ensure assets are properly transferred. We focus on clear communication, personalized planning, and follow-up to help clients maintain an up-to-date plan. Whether starting from scratch or updating an existing plan, we help ensure documents reflect current wishes and legal requirements.
Choosing a firm for trust planning is about finding practical guidance and attention to detail. We prioritize clear explanations of your options, careful drafting of trust documents that reflect individual goals, and hands-on assistance with title transfers and beneficiary coordination. Our approach emphasizes communication throughout the process so you understand how the trust works and what is required to make it effective. We also provide follow-up to address new acquisitions or life changes and to confirm the plan remains aligned with your objectives.
Our team focuses on helping clients implement estate plans that are functional and practical for the long term. We work to identify assets that should be transferred into the trust, prepare complementary documents such as pour-over wills and powers of attorney, and provide guidance on choosing successor trustees and beneficiaries. This practical orientation helps clients avoid common pitfalls such as incomplete funding or inconsistent beneficiary designations, ensuring a smoother transition when the trustmaker becomes incapacitated or passes away.
We aim to deliver client-focused service that balances careful legal drafting with understandable guidance. Our process includes an initial assessment of needs, drafting tailored documents, and follow-through assistance to help fund the trust and coordinate with financial institutions and title companies. Regular plan reviews are encouraged to accommodate life events and asset changes. This ongoing relationship supports a trusting, organized approach to long-term planning and helps preserve the settlor’s intentions for the benefit of loved ones.
Our process begins with an initial consultation to understand your family dynamics, assets, and goals. We then draft a revocable living trust tailored to those objectives and prepare companion documents such as a pour-over will, financial power of attorney, and advance health care directive. After the documents are signed, we assist with trust funding by preparing deed changes, coordinating with financial institutions, and providing guidance on beneficiary updates. Finally, we recommend periodic reviews to ensure the plan continues to reflect your wishes as life and financial situations evolve.
The initial assessment gathers crucial information about your assets, family relationships, and goals so the trust can be tailored to your circumstances. We discuss who you wish to name as successor trustees and beneficiaries, whether you need provisions for minor or vulnerable beneficiaries, and which assets should be included in the trust. This planning stage also identifies documents needed to coordinate beneficiary designations and retirement accounts. Clear communication about your objectives ensures the drafting stage reflects your intentions and practical needs.
During this part of the process, we compile a comprehensive list of assets including real property, financial accounts, retirement benefits, business interests, and personal property of significance. We also review beneficiary designations and existing estate planning documents. Discussing preferences about distribution timing, management during incapacity, and desired safeguards for beneficiaries clarifies how the trust should be structured. This information forms the foundation for drafting a trust that fits your goals and reduces the risk of inconsistencies later in the process.
After gathering information, we provide clear recommendations on suitable trust provisions, complementary documents, and a roadmap for implementation. This includes suggestions for funding the trust, updating beneficiary designations, and preparing deeds or account changes as needed. We outline the expected timeline and steps you will need to take, and we explain how successor trustee responsibilities will function in practice. This planning roadmap helps you understand what to expect and prepares you for efficient completion of the estate plan.
In the drafting phase, we prepare a revocable living trust document tailored to your instructions and complementary documents like a pour-over will, financial power of attorney, and an advance health care directive. We ensure the language is clear, legally sound, and aligned with your goals regarding distributions and management. You will have an opportunity to review the drafts and request revisions. The review phase ensures the documents accurately reflect your intentions and that any concerns about specific provisions are addressed before signing.
Drafting includes creating trust terms that identify trustees and successor trustees, outline distribution schedules, and set instructions for managing assets in case of incapacity. Ancillary documents prepared during this stage include a pour-over will, health care directive, and powers of attorney. These instruments work together to manage assets, provide for medical decision-making, and authorize trusted agents to act if you become unable to manage affairs. Clear drafting at this stage reduces ambiguity and supports a smoother administration later on.
After drafting, we review the documents with you to explain key provisions and answer questions about trustee duties, distribution mechanisms, and the interplay with beneficiary designations. We address any desired changes and finalize the documents once you are comfortable with the terms. This review ensures you understand the legal and practical consequences of each provision and provides an opportunity to make targeted adjustments to better align the plan with family circumstances and personal objectives.
Funding the trust is essential to making it effective. This step involves transferring titles, updating account ownership and beneficiary designations, and preparing deeds for real estate where necessary. We assist by preparing documentation, coordinating with financial institutions and title companies, and providing instructions for accounts that require in-person changes. After funding, we recommend periodic reviews and updates to account for new assets, changes in family structure, or evolving personal objectives to ensure the trust continues to function as intended.
Completing deeds and account transfers often requires coordinated steps with title companies, banks, and brokerage firms. We prepare the necessary instruments, help arrange proper signatures, and advise on the documentation institutions typically require. For real property, deed changes must be recorded correctly to reflect trust ownership. For accounts, specific forms or institutional procedures may be needed to retitle assets. Attention to these technical details ensures the trust holds the intended assets and functions as planned when administration is necessary.
Life events such as marriage, divorce, births, deaths, or significant changes in assets may necessitate updates to a trust and related documents. We recommend periodic reviews to confirm beneficiary designations remain aligned, newly acquired assets are properly titled, and distribution provisions still reflect your intentions. Regular check-ins help catch and correct oversights and allow you to adjust the plan in response to evolving family dynamics or financial circumstances. Ongoing maintenance keeps the estate plan reliable and effective over time.
A revocable living trust and a will both guide the distribution of your assets, but they function differently. A will only takes effect after death and generally covers assets that pass through probate, whereas a properly funded revocable living trust can manage assets during life, provide for incapacity, and transfer trust assets outside of probate. Wills are commonly used to nominate guardians for minor children and as a backup for assets not included in a trust. A trust can provide smoother transitions and greater privacy for assets titled within it. Choosing between a will and trust depends on goals and circumstances, including the desire to avoid probate, maintain privacy, and plan for management during incapacity. Many people use a combination—a trust to handle assets and a pour-over will to catch any property inadvertently omitted and transfer it into the trust through probate. Reviewing asset types and family needs will determine whether a trust, a will, or both provide the most practical solution for an overall estate plan.
Funding a trust means transferring ownership of assets into the trust so those assets are governed by the trust terms. For real property, this typically involves preparing and recording a deed that transfers ownership to the trust. For bank and investment accounts, it may require retitling accounts or completing institutional forms. Some assets, like retirement accounts and life insurance, may be left in the owner’s name but coordinated via beneficiary designations or payable-on-death designations to align with the trust’s objectives. Funding is necessary because a trust only controls assets that are actually held by it; assets that remain in the individual’s name may still need probate to transfer at death. Proper funding reduces the possibility that estate assets will be subject to probate and ensures the trust’s provisions take effect as intended. We help clients create a funding plan and coordinate the administrative tasks required to transfer assets into the trust effectively.
Yes, a revocable living trust can usually be changed or revoked by the trustmaker while they are competent. That flexibility allows adjustments to distribution provisions, trustee appointments, or other terms in response to changing family or financial circumstances. Amending a trust requires following the formal amendment or restatement process outlined in the trust document, and revocation requires executing the written steps prescribed by the trust to ensure the change is legally effective. Because the ability to modify a trust exists during the trustmaker’s lifetime, it is important to document decisions carefully and to coordinate changes with funding updates so assets remain aligned with the current plan. If a trust is restated or revoked, any previously transferred assets should be retitled appropriately to reflect the new plan. Regular reviews with legal counsel help ensure amendments are implemented correctly and that the trust continues to reflect your objectives.
A revocable living trust can avoid probate for assets that are properly titled in the trust, but it does not automatically prevent probate for assets that are not funded into the trust. Assets such as property left in the owner’s individual name, accounts with outdated beneficiary designations, or certain types of title arrangements may still be subject to probate. A pour-over will can act as a backup, directing such assets to the trust through probate, but it will still require probate administration for those specific items. To maximize avoidance of probate, careful attention must be paid to funding the trust, updating beneficiary designations, and coordinating ownership documents. Regular reviews of accounts and deeds help ensure newly acquired assets are transferred into the trust. With thorough implementation and periodic maintenance, a revocable living trust can significantly reduce the scope of probate administration for many estates.
Choosing a successor trustee involves considering reliability, financial and organizational ability, availability to serve, and the capacity to carry out fiduciary duties. Many people choose a trusted family member or friend, while others select a professional fiduciary or a financial institution for impartial administration. It is important to discuss the role with the person or entity before naming them to ensure they are willing and able to assume responsibilities when needed. Naming alternate successor trustees provides flexibility if the primary successor cannot serve. Trust documents should include clear successor provisions and specify powers and duties to guide the trustee’s actions. Consider practical questions such as the successor’s proximity, comfort with recordkeeping, and willingness to handle potentially sensitive family dynamics. Providing guidance within the trust on distribution priorities, compensation, and decision-making can help successors act in a manner consistent with your intentions and reduce the likelihood of disputes among beneficiaries.
Several documents commonly accompany a revocable living trust to form a complete estate plan. A pour-over will captures any assets not placed in the trust and directs them into the trust through probate. A financial power of attorney designates someone to handle financial matters if you become incapacitated, while an advance health care directive communicates medical preferences and names an agent for health decisions. Other useful documents may include HIPAA authorizations for access to medical records and a certification of trust to present to financial institutions without disclosing the trust’s private terms. These companion documents work together to address incapacity, asset management, and final distribution needs. Implementing the full set of instruments ensures practical authority for daily management and medical decisions, reduces confusion during emergencies, and helps ensure assets pass according to your plan. Regular reviews ensure these documents remain consistent with any changes in family circumstances or assets.
A trust addresses incapacity planning by naming a successor trustee who can manage the trust assets if the trustmaker becomes unable to do so. This arrangement allows for continuity of financial management without court intervention, which can expedite bill payment, property oversight, and investment decisions. The trust can set out specific instructions for how assets should be used during periods of incapacity, protecting the trustmaker’s interests and supporting ongoing care needs without requiring a formal conservatorship proceeding. For matters outside the trust, a financial power of attorney complements the trust by authorizing an agent to handle non-trust affairs, while an advance health care directive covers medical decision-making. Together, these documents create a coherent incapacity plan that addresses both asset management and personal care decisions, helping reduce uncertainty and administrative burdens for loved ones during challenging times.
Retirement accounts generally should not be retitled into a revocable living trust because doing so can have tax and administrative consequences. Instead, these accounts are typically coordinated with the trust through beneficiary designations that name the trust as a primary or contingent beneficiary when appropriate. Naming a trust as a beneficiary may help manage distributions for certain beneficiaries, but it requires careful drafting to avoid negative tax or required minimum distribution issues. Consulting about the best approach for retirement accounts helps ensure beneficiary outcomes align with your overall plan. In many cases, leaving retirement accounts in the account owner’s name with updated beneficiary designations while using the trust for other assets provides a practical balance. Doing so preserves favorable tax treatment and simplifies account administration. Each retirement account should be evaluated to determine whether a direct beneficiary designation, a trust beneficiary, or other arrangement best meets inheritance and income tax planning goals while supporting the overall estate plan.
A trust and overall estate plan should be reviewed periodically and after significant life events to ensure documents remain current. Recommended triggers for review include marriage, divorce, the birth or adoption of children, changes in financial circumstances, major gifts or transfers, the acquisition or sale of real property, and significant changes in beneficiary needs. Legal and tax changes can also affect planning choices, so periodic reviews help ensure the plan continues to function as intended and remains aligned with personal goals. Regular reviews also provide an opportunity to verify trust funding and update beneficiary designations and account titles. Ensuring that newly acquired assets are properly handled prevents unintended probate, while revisiting distribution instructions allows adjustments for evolving family dynamics. A proactive schedule for plan reviews reduces the risk of oversights and helps preserve the integrity of your estate planning intentions over time.
To begin creating a trust in La Verne, start by collecting information about your assets, account titles, and beneficiary designations. Make a list of real estate, bank and investment accounts, retirement accounts, life insurance policies, business interests, and significant personal property. Consider who you wish to name as successor trustees and beneficiaries and what distribution timing or conditions you prefer. Gathering this information ahead of an initial consultation helps make the planning session efficient and productive. Next, schedule a consultation to discuss your goals and receive guidance on appropriate trust provisions and companion documents. During the consultation you can discuss funding options, successor trustee duties, and the steps needed to implement the plan. After documents are drafted and executed, follow through with funding actions such as deeds and account retitling, and plan for periodic reviews to keep the trust aligned with changing circumstances.
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