Title = Trust Advantages

One of our trusted legal partners will provide legal advice regarding if a trust is the right option for your investment. If it is one of our partners will organize and register a trust for your property. Contact Colleen @ 619.804.6840 for next steps.

Probate Avoidance: One of the primary benefits of holding property in a trust is that it can help your heirs avoid the lengthy and costly process of probate. When property is transferred to a trust, it technically no longer belongs to you but to the trust itself. Therefore, upon your death, the property can pass directly to your beneficiaries according to the terms of the trust, without the need for court involvement. This can save time and money for your loved ones.
Privacy: Trusts offer a level of privacy that is not available with a will. Wills become public record upon probate, meaning anyone can access information about your assets, beneficiaries, and debts. In contrast, trusts are private documents, and the transfer of assets after your death can be conducted confidentially and without public scrutiny.
Control and Flexibility: Trusts provide a high degree of control over how and when your assets are distributed. You can specify detailed instructions in the trust document regarding who will receive your property, under what circumstances, and at what times. This flexibility allows you to tailor the distribution of your assets according to your wishes, such as setting conditions for when beneficiaries can receive their inheritance (e.g., reaching a certain age, achieving certain milestones).