Anaheim Trust Lawyer

When it comes to money or assets, everyone likely has an idea of how they wish such property to be distributed in the event of death. But without a plan, such wishes may not be fulfilled.

Creating a trust is one way to make sure your exact wishes regarding your assets are distributed accordingly. With a trust, you can essentially transfer assets or money to a person, known as a trustee, who holds the property for the benefit of another party, known as the beneficiary.

Why Choose A Trust?

A trust is beneficial because:

  • It avoids the probate process.
  • It saves time and court costs.
  • It potentially reduces estate taxes.

Whether you want to make sure your children receive certain assets or wish to reduce estate taxes because you want to bestow more than the taxable exemption, a trust can be a valuable tool for you.

A Hands-On Approach To Handling Your Trust

I am attorney Alan T. Holmes and I have over 22 years of experience handling a wide variety of trusts for individuals in Anaheim Hills, California, and surrounding communities.

My style is informal and personalized. I will meet with you in an informal setting to discuss your wishes and concerns. Once a course of action and type of trust are selected, I will draft the requisite document. Thereafter, we will make arrangements to review the trust together and make any changes you wish.

When I have drafted the trust and related documents, I send the drafts to the clients to allow them plenty of time to thoroughly read and review the drafted documents. Then, when the clients are satisfied with the accuracy of the documents, we set a time and date to come to my office again and execute the final trust, pour over wills, blanket assignment of personal property, durable powers of attorney for health care, certification of trust and trust transfer deed(s). I then record the real property deeds conveying property into the trust.

As your lawyer, my goal is to make a complex process as simple and straightforward as possible.

Schedule A Free, Personalized Consultation

I invite you to call me at 714-912-9294 to schedule a free no-obligation consultation to discuss how a trust can benefit you. You may also contact me online.

I offer evening and weekend appointments. I also accept credit cards.

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