Creating a Living Trust in California

You could establish a living trust in California by:

  • Determining whether you want to create an individual or shared trust
  • Conducting an overview of your assets and deciding which possessions and properties you should transfer into the trust
  • Speaking to your loved ones, relatives, or attorney to select a successor trustee, who will fulfill the terms of the trust after you pass away
  • Drafting, signing, and notarizing the trust document
  • Re-titling your assets to the trust

While forming a revocable living trust is not necessarily difficult, trusts are subject to many state and federal laws. You should always seek a California estate planning attorney’s guidance before finalizing your estate plan. Any minor mistake could jeopardize your life’s work and the legacy you intend to create.


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