Abby’s mother died in a tragic automobile accident in January. She had never prepared a Living Trust because, like many people, she assumed that this was something she’d have plenty of time for when she grew old. An only child, Abby would be the Administrator of her mother’s estate When Abby came...
We get a lot of questions from our clients about whether they really need a Living Trust or whether a Will, a simpler legal document, is enough. Trusts are an increasingly popular estate-planning tool for a number of reasons. Trusts are private while a Will is a public document, available to...
Barbara Theobald has worked in California Document Preparers’ Walnut Creek office for eight years, and in that time, she’s helped hundreds of clients and built a significant amount of customer loyalty. Last year a Living Trust client called to schedule an appointment to bring in her friend, “Sue”. Sue spoke...
