Sign now change later

I met with some clients today who came in to sign their California revocable living trust, wills, powers of attorney for financial affairs, advanced medical directives (“Living will”), HIPPA releases, deeds, etc….  What was unusual is they did what I advise people to do but so few take advantage of the offer.  I tell clients that it is rare that an estate plan is 100% perfect so sign it now and try to perfect it later. There is always something they are considering changing, or a piece of real estate they are about to buy (or sell), or they don’t have time, or something else that makes it not the right time to sign.  However, a signed estate plan that is 95% “perfect” is probably better than a completely unsigned estate plan!  This couple today came in, signed and were out
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California Trust Notice

I have told you before that the California probate code has most of the answers that we need. Knowing where those laws are is another thing and takes many years to figure out. However, this is a great resource if you are the beneficiary of a trust, the trust is now irrevocable (typically after death) and you have not been given a copy of that trust.  Contact me or visit our website for more information.  -John California Probate Code Section 16061.7 (a) A trustee shall serve a notification by the trustee as described in this section in the following events: (1) When a revocable trust or any portion thereof becomes irrevocable because of the death of one or more of the settlors of the trust, or because, by the exp
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