Estate Planning (Will & Trust)

Service Description

Will vs. Trust: What’s the Difference? Both Wills and Trusts are legal tools used for estate planning, but they work very differently when it comes to privacy, court involvement, and control. What Is a Will? A Will is a legal document that outlines: Who gets your assets after you pass away Who will care for your minor children (if applicable) Your final wishes (burial, executor, etc.) But a Will must go through Probate Court — a public, costly, and time-consuming legal process. What Is a Trust? A Living Trust is a private legal arrangement that: Lets you control your assets while you're alive Transfers your assets to your beneficiaries without court involvement Helps avoid delays, legal fees, and family disputes You stay in charge of your assets You can update it any time Your family avoids probate and delays Which One Is Right for You? Want to protect your family, avoid court, and keep things private? → Get a Trust Just need something basic and short-term? → Start with a Will Want both? → Combine a Will & Trust for full protection Bonus: California Estate Tip (2025) If your estate is worth more than $184,500 in California (including your house), your loved ones will have to go through Probate if you only have a Will. That’s why most homeowners benefit from a Trust. D&A Business Production – Estate Planning You Can Trust We help you: Set up a customized Living Trust Avoid probate court Protect your home, bank accounts, and loved ones Create a Will, Power of Attorney & Medical Directive Pay once — save thousands later