2000 Alameda de Las Pulgas, Suite 250, San Mateo, CA 94403-1271 • Phone 650-341-2900
Providing Litigation, planning and transactional services

Legal Questions Related to Estate Planning in California

Answers from estate planning attorneys in San Mateo

Fox, Shjeflo, Hartley & Babu LLP assists clients in San Mateo County, the Silicon Valley, San Francisco,  the San Francisco Peninsula and throughout Northern California with a range of trust, estate and probate matters. Our firm provides the following answers to frequently asked questions as a resource for clients and others seeking general information about estate planning and California probate administration:

Seek help from an experienced estate planning law firm

At Fox, Shjeflo, Hartley & Babu LLP, we take great pride in helping our clients with all aspects of the estate planning process. Our practice is concentrated in San Mateo County and San Francisco, but we also represent clients in the Silicon Valley, the San Francisco Peninsula and throughout Northern California. Our offices are conveniently located off the intersection of Route 92 and U.S. 101. We offer evening and weekend appointments as needed. For a complimentary consultation, contact us today at [ln::phone] or leave a brief message on our contact page.

What are the advantages of a revocable living trust over a simple will?

A revocable living trust provides a plan for the management of the assets held in the trust. In the event you become incapacitated, the person(s) specified in your trust as successor trustee(s) assume the management of the trust assets on your behalf. Upon your death, the assets held in the living trust are distributed to the beneficiaries of your trust, in the manner set forth in the trust, without requiring probate administration.

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How does a revocable living trust work?

A revocable living trust is a document which you create during your lifetime that allows you to specify who manages the assets of the trust (the “successor trustee”) and who receives the assets of the trust (the trust “beneficiaries”) after your death. During your lifetime, you are generally both the trustee and the beneficiary of the trust, ensuring that you still have complete use and control over your assets. As the name implies, you can revoke the trust or make changes to the provisions of the trust during your lifetime.

To avoid probate effectively, title to your assets must be properly transferred to the trust. This important but often overlooked step in the estate planning process is referred to as “funding” the trust.

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What other documents should I consider including in my estate plan?

As part of a comprehensive estate plan, our attorneys at the San Francisco law firm of Fox, Shjeflo, Hartley & Babu LLP may recommend a durable power of attorney for financial matters, which allows you to designate a person or persons to manage your financial affairs if you become incapacitated. Our estate planning lawyers may also recommend an advance healthcare directive, which allows you to specify your wishes regarding your healthcare and end-of-life decisions, and appoint someone to carry out your wishes.

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Fox, Shjeflo, Hartley & Babu LLP
2000 Alameda de Las Pulgas, Suite 250
San Mateo, CA, 94403-1271 USA