Revocable Trusts in California

What is Revocable Trusts?

A revocable living trust is a legal entity you create during your lifetime, transfer your assets into, and continue to manage as trustee. On your death (or incapacity), a successor trustee distributes or manages the assets according to the trust terms, without probate. The trust can be amended or revoked at any time during your lifetime, which is why it is called revocable.

When you might need this service

• You own a California home, business interest, or significant assets and want to avoid probate.
• You want privacy in estate distribution (probate records are public; trust administration is not).
• A blended family, special-needs beneficiary, or business succession plan needs more nuance than a will allows.
• You want continuity of management if you become incapacitated, without a court-supervised conservatorship.

How Sari Law Firm helps

We draft revocable trusts that fit your family, asset mix, and goals, including bypass and marital sub-trusts where estate tax planning is relevant, special-needs sub-trusts for disabled beneficiaries, and incentive provisions where requested. Critically, we also handle funding, retitling real estate, accounts, and business interests into the trust so the plan actually works.