Titling Assets

Did you know that your estate does not necessarily avoid going through the probate court process just because you established a living trust?  You must also arrange to transfer “titled” assets, with some of them going into your trust.  The key to avoiding probate is that you should not have assets titled solely in your name when our Lord says that your time is up.

We encourage our clients to stay in contact with us whenever they experience a significant life event, or whenever an asset is acquired or sold.  Then we can help them with transferring title into or out of their trust.  Yes, we do provide a pour-over Will to our clients who set up living trusts. Then we also work with them to help ensure that their heirs do not need to use that Will when the time comes!

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