Tustin, CA · Serving Southern California since 2001 (714) 730-7900
David Dunlap JonesEstate Planning · Trust · Probate

Estate Planning

Living Trust Attorney in Orange County

(714) 730-7900 Request a free consultation

A revocable living trust is often the centerpiece of a California estate plan: you keep control while you are alive and well, name who steps in if you cannot manage affairs, and help your family transfer trust assets without probate.

What David prepares

  • Revocable living trusts tailored to your family and property
  • Pour-over wills, funding instructions, and coordination with powers of attorney and health care directives
  • Guidance on putting the house and accounts into the trust (funding) so the plan actually works
  • Flat-fee pricing for standard living-trust packages (quote after consult

    • Why Orange County homeowners use living trusts

    Probate is public and can be slow. A funded trust is designed to keep the transfer of trust assets private and out of probate court. It also helps if you become incapacitated — your successor trustee can manage trust property without a conservatorship in many situations.

    Process

  • Free consultation — goals, family, property, prior documents.
  • Flat-fee proposal.
  • Draft, review, sign.
  • Funding checklist (deeds, accounts, beneficiary designations).

    • Related

    Trust Law · Wills · Trust Administration

    Further reading

    What Is a Living Trust? · A Living Trust Explained · The Role of a Living Trust Attorney · Why Do I Need a Trust Anyway?

    Questions

    Frequently asked questions

    Will a trust avoid all probate?

    Only for assets that are properly titled in the trust name, or payable to the trust (for example by beneficiary designation). Assets left in your individual name can still go through probate. Funding the trust after it is signed is as important as drafting it.

    What about taxes?

    While you are alive, a typical revocable living trust is usually treated as a “grantor trust,” so trust income is generally reported on your personal tax return rather than a separate trust return. After death, the rules change. Read more in Grantor Trust Taxation, or see our Estate & Trust Tax page if you want planning help.

    Ready to talk?

    Call for a free consultation, or send the form — phone and form only, no online calendar.

    (714) 730-7900 Request a free consultation
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