What if you forget to use your ID Card?  No worries.  We also give you an “Owner’s Manual” with a second set of blank transfer letters, one for each type of asset (real estate, bank accounts, mutual funds, etc.).  You can simply fill out the appropriate letter and deliver or send it to the proper party.

Plus, one other key thing we do for you is we provide a free attorney check-up meeting every three years.  (Others may claim that they will provide this service, but how many years have they been around with a track record of actually doing it?  We have regularly notified and brought back in our clients every 3 years for almost 40 years!)

Here’s why this 3-year free check-up meeting is so important - - and it has nothing to do with changes in your wishes, the laws or in planning techniques that often occur over time.  By checking in with you every 3 years, we also check that all of your assets are properly in your Living Trust so you’ll know you will avoid Probate.  If we catch something improperly held outside of your Living Trust, we will help you get it in right then and there.  That’s why we can proudly say that very few of our clients have ever gone through the burdens of Probate - - and “coincidentally” those were mostly clients who failed to come in for their 3-year review meeting!

Isn’t this type of support and follow-up that you and your loved ones deserve when you buy a Living Trust vehicle?  We think so.


What Steps Should You Take Right Now To Protect Your Family's Future

Here’s a few things that you can do to help assure that you and your friends, family, and loved ones can avoid the stress and expense of Probate Court:

  • If you have a Living Trust, be sure that it is up-to-date and reviewed by an attorney to ensure that your Trust is properly funded and you will avoid Probate.  If you’re an existing client of our law firm, simply call us at 1-800-756-5596 and schedule your free review meeting with an attorney.  If you’re not a client, that’s okay!  We update trusts from other attorneys all the time.  If you’re not a client, we urge you to attend one of our upcoming seminars to prepare you for a free 90-minute consultation with one of our attorneys and take advantage of a limited-time fee discount on an update to your Trust.
  • If you only have a Will, it might be time to consider the benefits of upgrading your estate plan to a Living Trust.  Even if you don’t have a very large estate and may not be exposed to much of a Probate after you pass away, the benefits of a Living Trust while you’re living - - appointing the right people to take care of you and your affairs properly if you’re ill or disabled, without going through a Conservatorship - - is well worth the cost to get it set up.  If you own any real estate in California, regardless of equity, we highly recommend you consider upgrading to a Living Trust to avoid Probate.
  • If you don’t have anything in place, no worries. This is where we can help you like we have helped thousands of your neighbors over the years.  Attend one of our upcoming  seminars and at the conclusion of the seminar you will have the opportunity to schedule a free consultation with one of our attorneys and you will also qualify for a discount to set up your Living Trust.  Now is always the best time to get your estate plan in order.

One More Bonus Step for the People You Care About…

If you are already set, that’s great.  However, many people don’t know or understand the benefits of proper estate planning.  So, if you know of anyone who may benefit, whether they have a Will or a Trust or not—a family member, friend, coworker, neighbor, church member, etc.—please pass this information along to them so that can properly plan to avoid Probate Court too!

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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