If Something Happened to You Tomorrow, What Happens to Your House?
A will alone generally doesn't avoid probate in California. And having a living trust doesn't necessarily solve the problem if your important assets were never properly transferred into it.
In about 15 minutes, we'll help you identify potential gaps in your current estate plan so you'll know what deserves a closer look.
Get My Free Estate Vulnerability Check →Free • No obligation • No pressure • About 15 minutes
How Vulnerable Is Your Estate Plan?
You don't need to understand estate law to start asking the right questions.
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1
Do you currently have a will or living trust?
And do you know what each one actually accomplishes?
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2
Is your home actually titled in your trust?
Creating a trust and funding a trust are two different things.
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3
Are your major assets coordinated with your estate plan?
Real estate, financial accounts, businesses and other assets may require different treatment.
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4
Does your family know who's supposed to handle everything?
Unclear responsibilities can create unnecessary confusion.
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5
Would your current plan work the way you think it would?
That's the question we're trying to answer.
A Trust Sitting in a Binder Isn't the Goal.
The goal is making things easier for the people you love.
Many families assume a will is enough.
Others went through the trouble of creating a living trust years ago but aren't certain whether their house and other important assets were ever properly connected to it.
Those details can matter when someone dies or becomes unable to manage their affairs.
Let's Make This Simple.
I'm Rob Salter. I've spent nearly four decades working with California families through real estate and lending.
I've seen what can happen when a family loses someone and the house, title, financing and estate plan don't line up the way everyone thought they did.
That's one of the reasons I created TRUSTMAKER™ and Joe Turtle — to help families understand the process, get organized, and know when professional legal or tax guidance is needed.
Estate planning isn't really about documents. It's about making life easier for the people you leave behind.
— Rob Salter
Find Out Where Your Family May Be Vulnerable.
Answer a few simple questions and schedule your complimentary Estate Vulnerability Check.
You'll leave knowing what you already have covered and what may deserve attention.
Schedule My Free 15-Minute Check →No obligation. No high-pressure sales presentation.
Don't Assume You're Finished.
Having the document is only part of the equation.
One of the most important questions is whether the assets that were supposed to be held by the trust were actually transferred or otherwise coordinated with your estate plan.
Your home is an especially important place to look.
Check My Estate Plan →
TRUSTMAKER™ and JoeTurtle.com provide educational information and coordination services and are not a law firm. Information provided through this website or an Estate Vulnerability Check is not legal, tax, or financial advice. When legal advice or document preparation by an attorney is appropriate, we can coordinate with qualified legal professionals.