What documents should your California living trust package have? A lot of clients think a trust is the only document. However, it’s not. Far from it! There are a number of documents that a properly prepared California revocable “living” trust package should have. Here is a brief summary of each:
California Revocable Living Trust – The main document for sure.
Schedule of Assets – Typically attached to the trust but sometimes a separate document showing what assets are “in” the trust.
Pour Over Will – Yes, you still need a will. It’s very basic.
Nomination of Guardians – If you have minors you need a document to appoint guardians. It can be in in your will or a separate document.