Do I Really Need a Trust Attorney? Everything You Need to Know

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DO I REALLY NEED A TRUST ATTORNEY? EVERYTHING YOU
NEED TO KNOW
blackstockbarsell.com
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ABOUT US
Welcome to Blackstock Barsell PC, a premier
estates and trusts law firm specializing in
estate planning, probate, wills, and trusts. With
roots dating back to 1983, our firm has been
providing exceptional legal services in Walnut
Creek, CA, and beyond. Led by experienced
attorney Liz Barsell, our team is dedicated to
helping individuals and families navigate the
complexities of estate planning and ensure the
protection of their assets for future
generations. We understand the importance of
personalized solutions, and we collaborate
closely with our clients to develop comprehensive
plans tailored to their unique needs and goals.
blackstockbarsell.com
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Thinking about the future of your loved ones in
your absence can be extremely stressful. Thats
why drafting trust documents is an important
decision that will decide who receives your
assets and possessions after your demise. A
revocable living trust is a legal instrument
established by a document that outlines how your
estate is managed during your lifetime and
distributed after you pass away. It is
important to understand the basics of the legal
instrument to decide whether or not you need an
attorney to set up a trust.
What Does a Trust Attorney Do?
A trust attorney in Walnut Creek or any other
location helps prepare the documents required to
set up a trust. These documents save your family
from the cumbersome probate process. Some people
find the trust setup process expensive and decide
to prepare documents on their own. While it may
be the right decision for a small estate. The
documentation can be complicated for larger
estates, and it becomes imperative to have the
assistance of a trust attorney. Hiring
professional help in dealing with complex
documents and ensuring that all bases are
covered. The attorney will plan different aspects
of your trust as per your state's laws. A trust
attorney takes the stress out of the estate
planning process. You will need the guidance of
an expert to ensure that the documents clearly
explain your wishes without any complications of
family disputes. Also, the attorney will be fully
aware of your state's laws. Additionally, working
with an attorney helps clear any doubts that you
may have about the process.
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• When Should I Set up a Trust?
• It is not necessary for everyone to set up a
  trust, particularly if you are single and do not
  have significant assets, you do not need a trust.
  
• On the other hand, if you have minor children or
  significant assets, you should explore this
  option for your estate. It is a way to align your
  property distribution with your wishes.
• Usual reasons for having a trust include
• Protecting the rights of minor children or
  children with special needs
• Avoiding the costly and time-consuming probate
  process
• Reducing estate taxes
• Having more flexibility over your assets than a
  will

When to use a Trust Attorney? There are various
situations in which seeking the help of a trust
attorney for the creation of your trust makes
sense. Your trust Contains Conditions It is
common to include conditions that decide how and
when the assets are distributed. These conditions
define when your beneficiaries will receive their
inheritance, this may be a specific age or life
event. You have doubts about what to put in
your Trust Wills and trusts can be complicated,
and it is common to have doubts. An estate
attorney can help you understand different
options and make informed decisions.
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You Owe Estate Tax If your estate is larger than
the limit set for the federal estate tax
exemption, an attorney can help review your
options and minimize the estate taxes.
Beneficiaries Have Special Needs If one or more
beneficiaries have special needs, you can deal
with their needs with specific types of trust. A
trust attorney can help deal with such
situations.
Conclusion
A living trust created and executed correctly
helps manage your assets during your lifetime and
ensures the assets are distributed as per your
wish to your beneficiaries after your demise.
The role of a trust attorney is to provide legal
help to set up a trust for the person or
organization you choose as your trustee. You can
name your spouse, child, lawyer, or any third
party as your trustee. The estate planning
attorney in Walnut Creek will also guide you
through other estate planning function legal
aspects.
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CONTACT US
[phone]
blackstockbarsell.com
1855 San Miguel Drive, Suite 17, Walnut Creek,
California 94596, United States