Living Trusts & Estate Planning
When you’re developing a plan for your estate, it’s important to understand your entire financial picture. That’s where we come in. Working with your tax and legal advisors, we will help coordinate your investment strategies to help ensure that your plan reflects your wishes for your legacy.
Trust & Wills
We are committed to providing top-tier legal services by combining traditional estate planning methods with the latest changes in trust and will laws. We understand how important it is to have a well-structured, up-to-date estate plan. Our detailed consultations ensure every aspect of your estate is carefully reviewed, so your trust or will is accurate, thorough, and aligned with your wishes.
Your estate plan will be tailored to your specific needs—there’s no one-size-fits-all approach. Whether you're protecting personal or business assets, we’ll help you create a plan that preserves your legacy for future generations. Call today for a free consultation about setting up or updating your trust or will.
Our Mission
At SD Legal Center, we help clients create personalized, forward-thinking estate plans by working closely with their legal and tax advisors to ensure every aspect of their financial picture is considered. Our goal is to craft plans that reflect your wishes, protect your legacy, and provide peace of mind for you and your loved ones. We approach the estate planning process with empathy and understanding—recognizing the emotional weight it carries, especially for families with children. We focus on creating child-centered, future-focused solutions that support healing and cooperation while preserving family unity.
Our team operates with compassion, integrity, and a deep commitment to empowering families. We give you the tools and support to make informed decisions today that will protect your family tomorrow. At SD Legal Center, we ensure every client feels heard, respected, and confident throughout the process. You’ll walk away with a solid plan—and the peace of mind that comes with knowing your affairs are in order and your loved ones are protected.
Empowering Families with Expert Legal Documentation Solutions Tailored to Resolve Complex and Sensitive Family Matters
Don’t let legal matters overwhelm you. Book your appointment now to receive personalized advice and solutions tailored to your family’s unique needs. Our experienced documentation team are here to provide clarity, guidance, and effective representation every step of the way.
Our Trust & Will Services
Revocable Living Trusts
A Revocable Living Trust is a legal document that allows you to manage and protect your assets during your lifetime and smoothly transfer them to your beneficiaries after death—without going through probate. It can be changed or revoked at any time, offering flexibility, privacy, and control over your estate.
Irrevocable Trusts
An Irrevocable Trust is a permanent legal arrangement that transfers ownership of assets out of your estate, typically for tax, asset protection, or Medicaid planning purposes. Once established, it cannot be altered or revoked without beneficiary consent, providing strong protection against creditors and reducing estate taxes for long-term planning.
Last Will & Testament
A will, also known as a testament, is a legal document that allows a person to designate one or more individuals to manage their estate and outline how their property should be distributed after death. Anyone of legal age and sound mind can create a will without a lawyer. However, specific legal requirements must be met for the will to be recognized by the probate court. Since you won’t be able to correct errors after death, it’s essential to have your will reviewed by a professional to ensure its validity.
Your Questions Answered
Expert Guidance on Trust & Wills
We understand that legal concerns can be overwhelming. That’s why we’ve compiled answers to the most common questions to help you gain clarity and confidence about your options.
What’s the difference between a will and a trust?
A will goes into effect after your death and must go through probate, while a trust can take effect during your lifetime and avoids probate, allowing for faster, private distribution of assets.
Do I need both a will and a trust?
In many cases, yes. A trust manages and distributes major assets, while a will can cover personal wishes, guardianship of minors, and assets not included in the trust.
What happens if I die without a will or trust?
Your assets will be distributed according to state intestacy laws, which may not reflect your wishes. The court will also decide guardianship for any minor children.
Can I change or revoke a trust or will?
Yes, revocable trusts and wills can be changed as long as you’re of sound mind. Irrevocable trusts, however, typically cannot be altered without court approval or beneficiary consent.
Does a trust avoid taxes?
A trust may help with estate tax planning, but it doesn’t eliminate taxes. Some trusts can reduce estate size or create tax advantages depending on how they’re structured.
Do trusts protect my assets from creditors?
Irrevocable trusts may offer protection because the assets are no longer legally yours. Revocable trusts, however, do not protect against creditors during your lifetime.
What is probate, and why do people try to avoid it?
Probate is the court-supervised process of validating a will and distributing assets. It can be time-consuming, public, and costly—so many use trusts to avoid it.
Contact Us
Service Hours
Social Media
Monday - Friday: 9:00 AM - 4:00 PM
Saturday & Sunday: Closed
2025 | | Sitemap
We are not attorneys. We cannot give legal advice nor can we represent you in Court. We provide document preparation services at your specific direction and pursuant to Business & Professional Code Section 6400. Our Services are not a substitute for advice from a lawyer. If you require legal advice, contact an attorney. All information and contents herein have been derived from publicly available and approved literature sources and is not intended as legal advice.
Powered By: EasyUseCRM
Contact Us
(619) 685-0020
1744 Sixth Ave, San Diego, CA 92101
Service Hours
Monday - Friday: 9:00 AM - 4:00 PM
Saturday & Sunday: Closed
Social Media
2025 | | Sitemap