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California Living Trust Package

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. Durable
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