Revocable Living Trust Our Practice is Your Solution.

Need Help Creating a Revocable Living Trust?

Call Our Alameda County Estate Planning Lawyer

A revocable living trust is a legal entity formed to hold and control assets. A person can place assets into the trust, and upon their passing, these assets are managed by successor trustee up to and through their final distribution. A revocable living trust is a private entity which requires no court involvement to manage. A revocable living trust greatly speeds the post-death distribution process at a substantially lower cost than probate. Revocable trusts are flexible documents that can be updated, amended and revoked during your lifetime.

Benefits of a revocable living trust include:

  • Easy to update throughout your lifetime
  • Cost of post-death distribution nearly 1/10th the cost of probate
  • Tax saving structure

Randick O’Dea Tooliatos Vermont & Sargent personally consult with our client as often as necessary to ensure that you understand the nature of this trust, including tax-related issues and amendment situations. Our personalized service is why our clients recommend us again and again to their friends and family.

To get started with creating a trust, call us at our Castro office (510) 344-2599 or Pleasanton Valley office (925) 369-5822 for a free consultation.

How To Create a Revocable Trust

Creating a revocable trust requires an individual to do most of the work upfront so the distribution of your estate is obstacle free in the future. The process of creating a revocable trust includes the following steps:

  • Catalog all of your assets

  • Name your beneficiaries

  • Assign your trustees

  • Include any property on the trust

  • List your assets

  • Procure investment certificates

  • Include beneficiaries in your bank and insurance company

  • Retitle cars

  • Sign new deads

  • Establish a “pour-over” will that includes future assets to your trust.

Trusted Estate Planning Services, Serving Castro Valley

Our Alameda County estate planning attorney has helped many individuals and families with customized estate plans, including creating trusts of all types. Whatever your legal needs may be, we strive to empower each of our clients with the knowledge to make informed decisions by de-mystifying the legal process. Our firm brings extensive experience, including backgrounds in business law, commercial law, and estate planning, to each case. We strive to deliver customized planning that is catered to your specific goals. Our experience in the field and our devotion to providing clients with effective service has made our firm a trusted name in the community.

Call Randick O’Dea Tooliatos Vermont & Sargent at (510) 344-2599 for more information.

YOUR SOLUTIONS START HERE

  • Result Driven Legal Strategies
  • Personalized Representation for Each Client
  • Wide Range of Practice Areas & Experts
  • Decades of Legal Experience

  • “I highly recommend Nick and am grateful for his support and expertise.”

    - Kristen K.

  • “Nick and his team have been instrumental”

    - Prem C.

  • “Having Hannah Sargent take care of setting up our trust and will was the best thing we ever did. We had been talking about doing this for years and always put it off as a task we just didn't have time ...”

    - Kim D.

  • “We couldn't ask for more in terms of service, advice, cost, and flexibility. We had a trust and other documents that were 14 years old. Of course, things had changed dramatically for our family, ...”

    - Jeffrey R.

  • “I met Ms Hannah in 2008 at Berkley Law Center where she was volunteering her time . Brachfeld & Associates, a collection law firm filed Lawsuit against me in Dec 2008. They were representing ...”

    - Basudeb Dey
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