Wills & Trusts
Two powerful tools — thoughtfully matched to your family's needs.
Side by Side
Will vs. Revocable Living Trust
Last Will & Testament
- ✓Names guardian for minor children
- ✓Directs distribution of all property
- ✓Names an executor
- ✓Can include specific bequests
- ○Goes through probate court
- ○Becomes public record at death
- ○No incapacity management
Every adult needs at minimum a will. It is the foundation of any estate plan.
Revocable Living Trust
- ✓Avoids probate court entirely
- ✓Remains private — not public record
- ✓Manages assets during incapacity
- ✓Immediate distribution at death
- ✓Works across multiple states
- ✓Can hold real estate, investments, accounts
- ○Requires asset funding to be effective
Ideal for homeowners and anyone wanting probate avoidance and privacy.
Most comprehensive estate plans include both a pour-over will and a revocable living trust.
Common Questions
Frequently Asked
What is the difference between a will and a trust?+
A will directs how your assets are distributed after death and must go through probate. A revocable living trust transfers assets to a trustee now, avoids probate, and provides continuous management during incapacity.
Does a living trust avoid probate in Texas?+
Yes. Assets held in a properly funded revocable living trust pass directly to beneficiaries without going through the Texas probate process, saving time and money.
How do I fund a trust in California?+
Funding a trust means re-titling your assets — real estate, bank accounts, investments — into the name of the trust. We guide you through each step of this process.
Start Your Will or Trust Today
Schedule a free consultation and we'll help you determine the right approach for your family.
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