Living Trusts: How to prepare for one

To prepare a living trust, it’s necessary to collaborate with an experienced legal professional who has knowledge in this field. Since regulations can differ across states, it’s important to ensure that you work with someone who is familiar with the process in your local area. 

The legal professional will first provide an explanation of how living trusts work. Following this, they will review the assets that you want to include in the trust and ask you to appoint a trustee, which is often the trust creator. Additionally, you’ll need to designate a successor trustee who will manage the trust in case you become incapacitated or pass away. Choosing the right person to manage your assets is a crucial decision that requires careful consideration. Finally, the document must be notarized before it can take effect.


If you’re interested in evaluating the need for a trust, we recommend that you contact one of our professional business partners. They can provide you with expert advice and guidance to help you determine if a trust is the right option for you and your specific circumstances. They can also assist you in creating and managing the trust if you decide to move forward with the process. Don’t hesitate to reach out to our partners and take the first step towards securing your assets and protecting your loved ones’ future.

Gary K. Machado
Board Certified Specialist in Estate Planning, Trust and Probate Law
p: (916) 473-2770 
or Allison Pedrazzi 
p: (916) 407-2151