Living Trust Services in San Diego, CA

From Point Loma to Rancho Bernardo, San Diego homeowners are among the families most likely to cross California's probate threshold with their home alone. Kristi is based in San Diego and meets clients in their homes across the city.

Why San Diego families choose a living trust

• Skip probate court. Without a trust, a California estate over $208,850 generally goes through probate — typically 12–18 months, with statutory fees based on the gross value of the estate. On a $1,000,000 estate, attorney and executor fees alone total about $46,000.
• Keep it private. Probate filings are public. A trust keeps your family's finances out of the court record.
• Plan for incapacity. Your successor trustee can manage things if you can't — no conservatorship needed.
• Protect your children. Name guardians and set when and how they inherit.

What's included

A complete plan includes an attorney-prepared revocable living trust, pour-over will with guardianship nomination, financial and healthcare powers of attorney, advance healthcare directive and HIPAA release, notarization, and help transferring your San Diego home into the trust — including recording the new deed with the San Diego County Assessor/Recorder/County Clerk (how the deed transfer works). See all services.

How it works

1. Free consultation — by phone or at your home in San Diego.
2. Custom plan — documents prepared by a licensed attorney for California law.
3. Sign & fund — signing in person or virtually, then we make sure your assets are titled to the trust.

Want a number? Use our probate cost calculator to see what probate could cost your family, or read what happens if you die without a trust in California.

San Diego living trust FAQ

Also serving: Escondido · Chula Vista · Carlsbad · Oceanside · La Mesa · El Cajon · Poway · Encinitas · Temecula