Create Your Life Plan Trust

Our clients’ goals are simple: save money and protect their assets. Unfortunately, most estate plans that we have reviewed over the years fall short of that goal. In fact, since 2003 we have reviewed over 11,650 trusts from other law firms. Through these reviews, we have discovered that the majority of these trusts contained serious problems as it relates to disability, taxes, and asset protection for beneficiaries.

We created the Life Plan Trust to solve the shortcomings in the standard living trust. The Life Plan Trust is a combination of best practices we obtained from various estate planning attorneys around the country. We spent years creating it with one simple goal in mind: how could we create something that would save you money and protect your assets.

Find out how your trust compares to a Life Plan Trust and what protections you may be missing out on. Schedule a free trust review today.

Maintain Your Estate Plan With a Life Plan Membership

Things change, it’s part of life. Make sure your estate plan changes with it. Whether it’s a personal change (e.g. a successor trustee dies) or a legal change, the Life Plan Membership is designed to handle changes in a pro-active and cost-effective manner.

LIFE PLAN MEMBERS ENJOY THE FOLLOWING BENEFITS FOR ONE ANNUAL FEE THAT COSTS LESS THAN OUR HOURLY RATE:

• Annual Review of Estate Plan
• Legal Update as the law changes
• Unlimited document changes
• Trust Administration Credit
• Annual Life Plan Event
• Monthly Q&A Workshops with Attorneys
• Legal Advice
• Health Care Vault
• Asset Funding Verification
• Free estate planning documents for family member

Administer Your Trust

Losing a loved one is an emotionally difficult time. Add in the complexity of dealing with the loved one’s assets and the whole process can quickly become overwhelming. Most trustees do not realize how many steps must be taken to deal with the trust after death. There are statutory notifications that must be mailed out, property tax issues to be solved, income tax reporting requirements, and many other important steps.

We have assisted thousands of trustees in their responsibility administering the trust. Rest assured that we can help your trustee navigate the trust administration to ensure that each step is carried out properly and your wishes are honored.

If you have been named as trustee and you need assistance administering the trust, call our office to schedule a complimentary trust administration review with one of our San Diego planning attorneys.