Living Trusts

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Tools to help you figure out how much you should get

Life Insurance Buyers Guide

CA Department of Insurance

NAIC Buyers Guide

NAIC Life Insurance Buyers Guide

How much  life insurance you really need?

Life Screening Form

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A Living Trust will help keep your estate out of the probate court

Advantages

  • Passing  your assets to the ones you love,

  • Keeping your estate private,

  • Maintaining complete control.

  • Providing for minor children or grandchildren

  • Reducing the hassles for your spouse,

  • Establishing guardianship for minor children,

  • Protecting yourself in case you are incapacitated

 

Resources & Links

  Sample Living Trust Newland & Assoc.

DO I NEED A LIVING TRUST?

CA State Bar 16 Pages

Do I need a living Trust?

Free Advise.com Trusts and Living Trusts  

WHAT PROTECTION IS AVAILABLE BY A REVOCABLE “LIVING” TRUST?

Settling the Revocable Trust in California

Living Trust Manual    

Why you need an Estate Plan

Our webpage on Estate Planning  

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