Revocable Living Trusts
Planning for ownership, management, incapacity and distribution of trust assets.
Learn more →Create, review or update a living trust with a plan built around your actual property, family and fiduciary choices—not a generic form.
A revocable living trust is an estate-planning arrangement that can hold assets during your lifetime, provide instructions for management if you become unable to act, and direct distribution after death. When assets are properly held in the trust, they generally can pass under the trust rather than through formal probate.
California Courts describes a living trust as part of an estate plan and explains that assets placed in the trust can pass to beneficiaries without probate. The important practical step is not just signing the document—it is coordinating ownership, beneficiary designations and successor decision-makers.
Planning for ownership, management, incapacity and distribution of trust assets.
Learn more →Update an older trust when family, assets, fiduciaries or planning goals have changed.
Learn more →Identify which assets should be titled in the trust and which pass another way.
Learn more →Coordinate the trust with a pour-over will, powers of attorney and health-care planning.
Learn more →Plan for financial decisions if you cannot manage matters personally.
Learn more →Document health-care agents and wishes as part of a coordinated plan.
Learn more →A trust does not control every asset automatically. The way an asset is titled—and whether it has its own beneficiary designation—can determine how it passes. A funding review is therefore part of the legal planning, not an afterthought.
Home ownership is a common reason to evaluate a living trust because properly trust-owned real estate can generally be administered under the trust rather than through formal probate. Whether a trust is appropriate depends on your property, family, goals and other transfer methods.
A living trust can keep properly funded trust assets outside formal probate. Assets left outside the trust may still require a separate transfer procedure depending on how they are owned and their value.
No. A will directs property through the probate process and can nominate guardians and an executor. A living trust can hold and manage assets during life and provide for administration after death. Many plans use both.
Usually, yes, while the person who created the trust retains the legal power and capacity to amend or revoke it. The method depends on the trust terms and the change being made.
Local pages answer the most common planning questions for each community while keeping the legal guidance consistent.
Discuss a new trust, an older plan that needs review, trust funding, or a coordinated estate plan.