Wills, Trusts & Probate
That's All We Do
Complete Guide to Pour-Over Wills and Trust Coordination
Estate planning in Monrovia often requires clear, practical tools to protect assets and communicate final wishes. A Pour-Over Will is one such tool that functions as part of a broader estate plan by ensuring any assets not already transferred into a living trust are directed into that trust after death. For residents of Los Angeles County and Monrovia, understanding how a Pour-Over Will complements a trust helps prevent unintended distributions and preserves family intentions. This guide outlines how Pour-Over Wills operate in California, why they are used, and how they fit with other estate planning documents to provide a consistent approach to managing your legacy.
Whether you are creating your first estate plan or updating documents as life changes, learning how a Pour-Over Will interacts with your living trust is important. In Monrovia, assets change hands, property gets acquired, and accounts are opened over time, so having a mechanism to capture items missed by a trust is valuable. This page explains the function of Pour-Over Wills, outlines benefits and limitations under California law, and describes practical steps you can take to keep your plan aligned with your wishes. LA Estate Plans provides clear guidance so residents can make informed decisions about wills and trusts.
Why a Pour-Over Will Matters for Monrovia Residents
A Pour-Over Will serves as a safety net within an estate plan by capturing assets that were not placed into a living trust during the testator’s lifetime. In Monrovia, using a Pour-Over Will can reduce the likelihood that property passes outside the intended plan, which helps protect beneficiaries and maintain orderly distribution. While assets transferred through a Pour-Over Will typically must go through probate first, the Will directs those assets into the trust so the trust provisions can ultimately govern distribution. For many households, this harmonized approach brings clarity for family members and fiduciaries handling administration after a death.
About LA Estate Plans and Our Work with Monrovia Families
LA Estate Plans serves Monrovia and the greater Los Angeles County area with a focused practice on wills, trusts, and probate matters. Our office emphasizes clear communication, careful document drafting, and practical solutions tailored to California law and local needs. We help clients coordinate living trusts with Pour-Over Wills to achieve consistent results and reduce confusion for heirs. Our goal is to make the planning process straightforward, explain options in plain language, and support families through document execution and later updates when circumstances change.
Understanding How a Pour-Over Will Functions
A Pour-Over Will is designed to work alongside a living trust by directing any assets not already titled in the trust to be transferred into that trust after death. It does not generally prevent probate for those assets, but it ensures that assets ultimately become subject to the trust’s terms. In California, Pour-Over Wills are commonly included in comprehensive estate plans to address assets acquired after the trust is created or items that were inadvertently omitted. This arrangement helps consolidate estate administration under a single set of instructions, making the intention of the estate owner more transparent for those who administer the plan.
When establishing a Pour-Over Will, it is important to coordinate the document with the living trust and confirm that trustees and successors are named appropriately. The Will typically names the living trust as beneficiary, appoints an executor to handle probate matters for assets that flow through the Will, and may designate guardianships if needed. While a Pour-Over Will adds an extra step when probate is required, it guides assets into the trust so the trust’s distribution plan applies. Monrovia residents benefit from this consistency, particularly when assets change over time or new accounts are opened after the trust is funded.
Definition and Purpose of a Pour-Over Will
A Pour-Over Will is a testamentary document that names a living trust as the beneficiary of any assets remaining in the decedent’s estate at death. Its main purpose is to catch assets not previously titled in the trust and to affirm the testator’s intent that those assets be governed by the trust provisions. Although assets that pass under a Pour-Over Will typically undergo probate, the Will directs the court to transfer those assets into the trust. For Monrovia families, this instrument reduces the risk that property will be distributed outside of the broader estate plan and helps keep administration consistent with the trust’s terms.
Key Elements and How a Pour-Over Will Operates
Key components of a Pour-Over Will include naming the living trust as the beneficiary for remaining assets, appointing an executor to manage the probate of those assets, and including any other standard testamentary provisions such as guardianship designations if applicable. After death, assets covered by the Pour-Over Will typically pass to the executor, who administers the estate under court supervision and transfers the assets into the trust. While this process involves probate, the trust’s terms then determine final distribution. Proper coordination between trust funding and the Will’s provisions is essential for Monrovia residents who want seamless estate administration.
Glossary of Important Pour-Over Will Terms
Understanding common terms used in estate planning helps you interpret documents and make informed choices. This brief glossary covers the most frequently encountered phrases when creating a Pour-Over Will and related trust instruments. Definitions clarify how a living trust differs from a Pour-Over Will, what probate entails, and the roles of executors and trustees. For Monrovia residents, becoming familiar with this terminology reduces confusion during decision making and ensures that documents are coordinated to reflect the intended distribution of property under California law.
Pour-Over Will
A Pour-Over Will is a will that directs any assets not already assigned to a living trust to be transferred into that trust after the testator’s death. It operates as a safety net to capture accounts, personal property, or real estate that were not properly retitled or included in the trust while the owner was alive. Although assets subject to a Pour-Over Will normally pass through probate, the Will’s directions ensure that those assets ultimately become part of the trust estate and are distributed according to the trust’s instructions, preserving the cohesive nature of the overall plan for heirs and fiduciaries.
Probate
Probate is the legal process through which a decedent’s estate is administered under court supervision. It includes validating the will, identifying assets, paying debts and taxes, and distributing remaining property to beneficiaries. When assets pass through a Pour-Over Will, probate is usually required to move those assets into the living trust. For Monrovia residents, probate can introduce delays and additional costs, so a common goal is to limit probate exposure by funding a trust during life while keeping a Pour-Over Will as a backup to capture overlooked items.
Living Trust
A living trust is an arrangement created during a person’s lifetime to hold title to assets and to provide instructions for management and distribution. It allows for continuity of asset management and can reduce the scope of probate for assets properly transferred into the trust. A living trust is managed by a trustee according to the trust’s terms and often names successor trustees to act if the creator is incapacitated or dies. In Monrovia, combining a living trust with a Pour-Over Will helps ensure that all assets ultimately receive consistent treatment under the plan.
Executor
An executor is the person named in a will to administer the decedent’s estate through probate, handle creditor claims, and distribute assets as directed by the will. In the context of a Pour-Over Will, the executor is responsible for collecting assets that pass under the Will and arranging for their transfer into the living trust. Choosing a reliable executor is important for smooth administration, and in Monrovia residents typically consider someone familiar with their wishes and able to work with the trust’s successor trustee to align final distributions with the estate plan.
Comparing Wills, Living Trusts, and Pour-Over Wills
Estate planning offers multiple tools to manage assets and direct distribution, and each has advantages depending on personal circumstances. A simple will provides direct instructions for distributing property and naming guardians, while a living trust holds assets and can facilitate post-death management without court supervision for those assets in the trust. A Pour-Over Will complements a living trust by catching assets not placed into the trust and directing them into it. Comparing these options helps Monrovia residents decide whether they want a streamlined trust-based approach, a basic will, or a combination of documents to achieve their goals.
When a Basic Will May Be Sufficient in Monrovia:
Simpler Estates with Limited Assets
For individuals with straightforward asset ownership and no complex distribution needs, a basic will can be an appropriate and cost-effective choice. This approach often suits those whose property consists primarily of a few accounts, personal belongings, or modest real estate holdings where trust administration may not provide significant benefit. In Monrovia, residents who are comfortable with the probate process or who do not anticipate frequent changes in asset ownership may find a will alone meets their objectives while keeping planning simple and accessible for family members handling eventual administration.
Comfort with Traditional Probate Administration
Some people are comfortable allowing the court to oversee estate administration and prefer the structure that probate provides. If privacy concerns and probate timing are not major issues, relying on a straightforward will can be acceptable. For certain Monrovia residents, the predictability of the probate framework and lower initial document complexity make a basic will an appropriate avenue. Still, it is wise to consider whether future asset changes might warrant adding a trust and a Pour-Over Will as a backup to preserve consistency over time.
When a Trust and Pour-Over Will Are Advisable:
Assets That Change or Accumulate Over Time
If you expect to acquire additional property, investment accounts, or other assets after establishing initial estate documents, combining a living trust with a Pour-Over Will is often prudent. The Pour-Over Will captures later additions that were not retitled into the trust, ensuring those items receive the same distribution treatment as assets already in the trust. For Monrovia households experiencing life transitions such as inheritances, business interests changing hands, or new real estate purchases, this coordinated approach reduces the risk that later assets will be distributed outside the intended plan.
Desire for Unified Asset Management and Privacy
Those who prefer a unified method of managing assets during incapacity and after death often use a living trust with a Pour-Over Will to maintain continuity. A trust can provide post-death management without court oversight for assets properly held in the trust, while the Pour-Over Will fills in any gaps. This reduces the likelihood of fragmented distributions and can offer greater privacy for family matters since trust administration is often handled outside the public probate record. Monrovia families seeking orderly and private estate administration may find this combination particularly beneficial.
Benefits of Coordinating a Trust with a Pour-Over Will
Coordinating a living trust and a Pour-Over Will helps ensure that nearly all assets are governed by a single set of instructions, which simplifies decision making for family members and fiduciaries. When assets are properly transferred into a trust, administration after death can proceed with less court involvement for those assets. The Pour-Over Will acts as a backup for items missed in funding, helping maintain consistency in distribution. For Monrovia residents, this approach reduces uncertainty, limits administrative fragmentation, and clarifies the decedent’s overall intent concerning property disposition.
Another important advantage is flexibility to adapt to life changes while preserving a cohesive plan. A living trust allows for ongoing management and can include provisions addressing incapacity, while the Pour-Over Will captures later-acquired assets that might otherwise disrupt the plan. This combination helps reduce family disputes by centralizing guidance about distributions and fiduciary duties. For Los Angeles County households, a coordinated plan supports orderly transitions and can make administration more predictable for successors tasked with carrying out the decedent’s wishes.
Comprehensive Coverage for All Assets
A primary benefit of using a Pour-Over Will with a living trust is comprehensive asset coverage: items omitted from the trust unintentionally or obtained later still receive the direction of the trust. This minimizes the chance that property will be distributed outside the intended plan and helps ensure that all assets are treated in a consistent manner. Monrovia residents who wish to preserve family intentions and reduce the administrative burden on successors often rely on this combined approach to keep their estate plan complete and coherent over time.
Easier Administration and Reduced Conflict
By funneling remaining assets into a living trust, a Pour-Over Will can lead to easier administration and fewer disputes among heirs. When distribution instructions are centralized in the trust, fiduciaries have a clear roadmap to follow, which reduces ambiguity and the potential for disagreement. For Monrovia families, this clarity can be especially valuable during a difficult time, enabling smoother transitions and more predictable outcomes while aligning with California legal requirements for estate administration.
Practice Areas
Top Searched Keywords
- pour over will Monrovia
- pour-over will California
- living trust Monrovia
- probate Monrovia
- wills attorney Monrovia
- estate planning Monrovia
- pour over will Los Angeles County
- LA Estate Plans pour over will
- pour over will process California
Practical Tips for Pour-Over Will Planning
Review Your Trust Regularly
Regular reviews of your living trust help ensure the Pour-Over Will continues to serve its intended purpose. Changes in accounts, property ownership, family relationships, or beneficiary designations can create gaps that the Pour-Over Will must address. Scheduling periodic reviews allows you to retitle assets when appropriate, adjust beneficiaries, and confirm that trustee and successor trustee appointments remain suitable. For Monrovia residents, proactive maintenance reduces the chance of unintended distributions and keeps your estate plan current with California law and shifting personal circumstances.
Coordinate Your Will and Trust Documents
Communicate Your Plan with Loved Ones
Openly discussing your estate planning intentions with family members and appointed fiduciaries can prevent confusion and reduce conflict during administration. Sharing key information about where documents are stored, who is appointed as trustee or executor, and the general goals of your plan gives successors the context they need to carry out your wishes. For Monrovia households, candid conversations about a Pour-Over Will and living trust help heirs understand the design of the estate plan and prepare them to act cooperatively when the time comes.
Why You Might Choose a Pour-Over Will in Monrovia
A Pour-Over Will is particularly useful for individuals who already have a living trust but want to ensure that assets acquired later or inadvertently omitted are ultimately governed by that trust. It offers a predictable path for remaining property to flow into the trust after probate, preserving the trust’s distribution instructions. For Monrovia residents facing changes in asset ownership, new investments, or blended family situations, a Pour-Over Will helps maintain a single framework for asset distribution and reduces the risk of outcomes that conflict with the decedent’s intent.
Another reason to consider a Pour-Over Will is to simplify estate documents for successors by centralizing distribution rules in the living trust. Even though probate may still be required for the assets that pass under the Will, the ultimate management and distribution are directed by the trust, which can ease decision making for heirs and fiduciaries. Residents of Monrovia who want alignment between their lifetime planning and post-death distribution often find this arrangement provides peace of mind and continuity for family members tasked with administration.
Common Situations When a Pour-Over Will Is Helpful
Pour-Over Wills are commonly used when people expect future acquisitions, have concerns about failing to retitle property into a trust, or prefer a trust-centered distribution strategy with a safety net. Life events like marriage, inheritance, business changes, or retirement can alter asset portfolios and create gaps between existing trust documents and current ownership. For Monrovia residents who want to ensure later changes do not undermine their plans, the Pour-Over Will offers an additional layer of protection to direct remaining assets into the trust framework.
Acquiring New Assets After Trust Creation
When new assets are acquired after a trust is created—such as real estate, brokerage accounts, retirement accounts, or personal property—those assets may not automatically be held by the trust. A Pour-Over Will ensures that such items, if not retitled during life, will be directed into the trust after death. This mechanism provides continuity for distribution plans and helps Monrovia residents avoid unintended outcomes when assets change hands or increase in later years.
Preventing Unintended Asset Distribution
A Pour-Over Will acts as a safeguard against accidental transfers to unintended beneficiaries due to oversight or changes in accounts and titles. By funneling overlooked property into the living trust, the Will helps prevent assets from being distributed contrary to the trust’s terms. Residents of Monrovia who worry about property slipping outside of their plan often use a Pour-Over Will to maintain control over final disposition and limit the potential for disputes among heirs.
Simplifying Estate Documents for Heirs
Combining a living trust with a Pour-Over Will can simplify the administration tasks heirs face after a loss by consolidating distribution instructions under the trust. Even if probate is required for assets passing under the Will, the ultimate management will be governed by the trust, which reduces ambiguity. Monrovia families seeking orderly, consistent outcomes and clearer guidance for successor trustees and executors often structure their plans this way to help loved ones handle responsibilities with less friction.
We Help Monrovia Residents Plan and Update Pour-Over Wills
Why Choose LA Estate Plans for Your Pour-Over Will in Monrovia
LA Estate Plans focuses on providing Monrovia clients with clear, organized estate planning that reflects local legal considerations and personal priorities. We emphasize transparent communication, careful document coordination, and practical guidance on titles, beneficiary designations, and trustee or executor selections. Our approach aims to reduce confusion for families and streamline administration so that your wishes are carried out consistently across all estate documents under California law.
Clients working with LA Estate Plans receive step-by-step assistance through drafting, review, and execution of Pour-Over Wills and related trust documents. We help identify assets that should be retitled, explain probate implications, and coordinate signing to meet California requirements. For Monrovia residents, this attention to practical details ensures the plan operates as intended and provides a reliable backup to capture later-acquired or overlooked assets, which supports a cohesive estate strategy for your family.
Our service includes ongoing support for updates when life events occur, such as changes in family structure, new property acquisitions, or beneficiary revisions. We help clients schedule periodic reviews, provide guidance on recordkeeping, and assist with revisions when necessary. This continuity helps Monrovia households maintain estate plans that reflect current circumstances and reduces the risk of conflicts or administrative delays when documents are needed most.
Ready to Start Your Pour-Over Will in Monrovia?
Our Process for Preparing a Pour-Over Will and Trust Coordination
Our process begins with a careful review of your existing estate documents, assets, and family priorities to determine how a Pour-Over Will fits into your overall plan. We explain options for funding a trust, identify gaps where a Pour-Over Will should apply, and outline steps for drafting and executing documents under California requirements. Throughout the process we focus on clear communication, practical recommendations, and preparing materials so successors can administer the plan efficiently when needed.
Initial Consultation and Assessment
The first step is a detailed consultation to gather information about your assets, current estate documents, and planning goals. During this meeting we discuss living trusts, Pour-Over Wills, and any specific concerns such as guardianship for minors or provisions for blended families. This assessment enables us to recommend a tailored plan that aligns with your wishes and the realities of asset ownership in Monrovia and California more broadly.
Information Gathering and Document Review
We collect documents such as deeds, account statements, beneficiary designations, and copies of existing wills or trusts to evaluate current funding and any gaps. Reviewing these materials helps identify assets that should be retitled to the trust and areas where a Pour-Over Will will provide essential backup coverage. This careful review supports accurate drafting and reduces the chance of omissions that could complicate administration later on.
Discussing Goals, Beneficiaries, and Fiduciary Choices
We discuss your distribution objectives, who you want to name as trustees or executors, and any specific provisions for beneficiaries or guardians. This conversation clarifies priorities and helps us draft documents that reflect your intentions while addressing practical considerations like tax implications, incapacity planning, and family dynamics. For Monrovia clients, these discussions ensure the Pour-Over Will and trust work together to meet your long-term goals.
Drafting, Review, and Client Feedback
After gathering information and clarifying goals, we prepare drafts of the Pour-Over Will and any related trust provisions. Drafting focuses on ensuring the Will names the trust as beneficiary for remaining assets and includes the necessary executor and testamentary instructions. We share drafts for review, incorporate client feedback, and make revisions to align documents with the client’s intent and California legal requirements before finalization.
Preparing Draft Documents Tailored to Your Plan
Drafts are prepared to reflect your distribution wishes, fiduciary appointments, and any guardianship or trust management provisions. We pay attention to account titling recommendations and note which assets should be transferred into the trust. These tailored documents are designed to function together so that a Pour-Over Will supplements the trust rather than creating conflicting instructions, which helps ensure predictable results for Monrovia families.
Client Review and Revisions
We review the draft documents with you, explain each provision in plain language, and collect feedback to make adjustments. Clients often refine beneficiary designations, clarify distributions, or change trustee selections during this phase. Revising drafts before execution helps prevent misunderstandings and ensures that the final Pour-Over Will and trust accurately reflect your preferences and current circumstances in Monrovia.
Execution of Documents and Ongoing Support
Once documents are finalized, we assist with proper execution, including arranging for required witnessing and notarization in compliance with California law. After signing, we provide guidance on storing originals, sharing copies with fiduciaries, and retitling assets where appropriate. We also remain available to update documents as life changes occur, offering ongoing support so your Pour-Over Will and trust stay aligned with your goals and current asset portfolio.
Signing, Witnessing, and Document Handling
We guide you through the formal signing process to meet California requirements, including witness and notarization considerations when applicable. Proper execution helps ensure that the Pour-Over Will and trust will be honored when needed. We also advise on secure storage of originals and distribution of copies to trustees, executors, and other relevant parties so successors can locate and implement documents efficiently in Monrovia when the time arises.
Future Updates, Reviews, and Ongoing Consultations
After documents are signed, we encourage periodic reviews to reflect changes in assets, family circumstances, or relevant law. We remain available to assist with updates, retitling accounts into the trust, and addressing questions that arise about administration. This ongoing support helps keep your estate plan current and ensures the Pour-Over Will continues to serve as a reliable backup for any assets not transferred during life.
The Proof is in Our Performance
Frequently Asked Questions About Pour-Over Wills in Monrovia
What is a Pour-Over Will?
A Pour-Over Will is a testamentary document that directs any assets not already placed into a living trust to be transferred into that trust after death. It functions as a safety net to catch overlooked property and to ensure that those assets are ultimately governed by the trust provisions. In practice, the Pour-Over Will names the living trust as beneficiary and appoints an executor to handle probate tasks necessary to move assets into the trust. Although the Pour-Over Will does not eliminate probate for assets it covers, it helps consolidate distribution under the trust’s terms once the court process is completed. This arrangement supports a cohesive estate plan and gives heirs clearer guidance about how remaining assets should be managed according to the trust.
Does a Pour-Over Will avoid probate?
A Pour-Over Will itself does not typically avoid probate for assets it covers; those assets usually go through probate before being transferred into the living trust. The probate process validates the will, addresses creditor claims, and provides legal authority for the executor to transfer assets into the trust. For Monrovia residents, this means some assets will still be subject to the court-supervised process if they were not retitled into the trust during life. That said, when most assets are properly funded into a living trust before death, the scope of probate is limited because only items missed by the trust would remain subject to probate. This combination reduces overall probate exposure while using the Pour-Over Will as a fallback mechanism.
How does a Pour-Over Will work with a living trust?
A Pour-Over Will works together with a living trust by naming the trust as the recipient of any remaining estate assets at death. The living trust manages assets titled to it without court involvement, while the Pour-Over Will captures and directs any other property into the trust through probate. This ensures that the trust’s distribution instructions ultimately apply to those assets. Coordination is important: the trust should be drafted to accept poured-over assets and the Will must clearly reference the trust. For Monrovia residents this pairing helps maintain consistency in asset handling and provides a clear path for items overlooked during trust funding to be integrated into the overall estate plan.
Who should consider a Pour-Over Will?
Individuals who already have a living trust but expect to acquire new assets or who are concerned about failing to retitle property into the trust should consider a Pour-Over Will. It is also helpful for those who want a single governing document for distribution but recognize that some assets may remain outside the trust at death. For Monrovia families, this approach offers reassurance that later additions or oversights will not lead to unintended outcomes. People with blended families, changing asset portfolios, or multiple accounts acquired over time often benefit from the backup coverage a Pour-Over Will provides. It supports a cohesive distribution plan and reduces the chance that property will be handled inconsistently after death.
Will a Pour-Over Will cover assets acquired after creating a trust?
Yes, a Pour-Over Will is intended to cover assets acquired after a trust is created if those assets are not retitled into the trust. The Will directs any such assets to be transferred into the trust after probate, so recent acquisitions that were not moved into the trust during life will still receive the trust’s distribution terms. For Monrovia residents who expect ongoing changes to their holdings, the Pour-Over Will acts as a catch-all to preserve estate intentions. It remains best practice to retitle major assets into the trust while living to reduce probate work, but the Pour-Over Will provides important protection for items that are missed or received later in life.
Can a Pour-Over Will prevent disputes among heirs?
A Pour-Over Will can help reduce disputes by ensuring that assets not previously placed in the trust are ultimately governed by the trust’s terms. By funneling remaining property into the trust, the Will supports a single distribution framework, which minimizes conflicting instructions and makes fiduciary responsibilities clearer for successors. This clarity can decrease ambiguity and potential disagreement among heirs in Monrovia. While a Pour-Over Will does not guarantee disputes will never arise, consolidating distribution rules in the trust and maintaining clear documentation and communication with family members tends to lower the risk of contested matters and facilitates smoother administration when the time comes.
How often should I update my Pour-Over Will and trust?
It is a good idea to review your Pour-Over Will and trust periodically, especially after major life events like marriage, divorce, births, deaths, significant changes in assets, or relocation. Regular reviews ensure account titles, beneficiary designations, and fiduciary appointments remain appropriate and that documents reflect current intentions. For Monrovia residents, scheduling a review every few years or after notable changes helps keep the plan effective and up to date. Updating documents as circumstances change reduces the risk of unintended outcomes and keeps the Pour-Over Will acting as intended. Maintaining clear records and discussing plans with appointed fiduciaries also makes administration easier if the documents are needed.
What happens to assets that are transferred into a trust after probate?
When assets are transferred into a trust after probate, they become trust property and are then administered according to the trust’s terms. The probate process provides legal authority to move those assets from the estate into the trust, after which the successor trustee manages distribution to beneficiaries as specified in the trust document. For Monrovia households, this flow preserves the trust’s role in final distribution even when probate is necessary to transfer initial title. Once assets are in the trust, they typically avoid further probate for those items and can be handled privately according to the instructions in the trust, offering continuity in management and distribution for the beneficiaries.
Are witnesses required when signing a Pour-Over Will in California?
Yes, California generally requires that wills be signed in the presence of witnesses to be valid, and these formalities help ensure the will is enforceable when needed. A Pour-Over Will should be executed following those same signing and witnessing rules so that courts will recognize and enforce its directions to transfer assets into the living trust. Proper execution reduces the risk of challenges or delays in probate for Monrovia residents. We guide clients through the proper signing process, arranging for witnesses and advising on any notarization steps that may support the document’s validity. Following these formalities helps protect the intended operation of the Pour-Over Will during administration.
How do I start the process of creating a Pour-Over Will with LA Estate Plans?
Starting the process with LA Estate Plans begins with a consultation to review existing documents, assets, and planning goals. During that meeting we discuss whether a living trust, a Pour-Over Will, or both are appropriate given your circumstances in Monrovia and Los Angeles County. We will gather information about property titles, accounts, and beneficiary designations to identify any gaps and recommend tailored next steps. From there we prepare drafts, review them with you, and assist with proper execution and follow up, including recommendations for retitling assets into the trust where appropriate. You can schedule a consultation by contacting our office at 310-634-1006 to begin planning.