Planning the distribution of your estate is an unpleasant, but necessary task. One day, your will or living trust will be distributed as per the documents you set out with a wills and trusts lawyer. Because you won’t necessarily be around to clarify, it’s essential to choose a wills and trusts lawyer who will listen to your wishes and effectively translate those wishes to an estate distribution plan.
What is the difference between a will and a trust? A will is essentially a list of instructions to execute after you become incapacitated or pass away. While probate (or surrogate) court is the most common avenue to execute a will, common law precedent and other courts and administrative bodies can also affect the way that your estate is handled. It is essential to have a knowledgeable San Diego wills and trusts lawyer to listen to and then represent your estate needs.
On the other hand, a trust is more flexible. While many people are familiar with trust funds for specific purposes, such as your child or grandchild’s education, a living trust (also called a revocable living trust) an individual can also use a trust for the same purpose as a will. This second option often enjoys tax protections and can be easier to execute, as a trust is not executed in probate court.
The Law Offices of Steven Brian Davis are a small, personal law firm. We understand that trusting a wills and trusts lawyer means putting your and your family’s future into the hands of someone you may or may not be sure of. With so many choices when it comes to estate planning, it’s important to find a quality wills and trusts lawyer.
Steven Davis has over 30 years of experience in wills and trusts, and believes that communication is the key to serving his clients. We value long-term relationships with our clients so that we can deliver the best quality customer service. We take the time to listen to our clients and attend to their needs one on one. No matter whether you choose to create a will and go through the probate process or to create a living trust to distribute your assets, we will come up with the best solution to manage and distribute your estates.