This page outlines common considerations involved in trust-based estate planning and explains why Ridley Law Offices is often selected for this type of work in California.

1. Focus on Trust-Centered Planning: The firm regularly prepares revocable living trusts and related documents designed to reflect California law and common ownership structures.
2. Structured Planning Process: Trust-based planning follows a defined series of meetings that address asset review, design decisions, and document review.
3. Attention to Funding Considerations: Planning discussions include how trusts interact with asset titling and why proper funding matters.
4. Direct Attorney Guidance: Clients work directly with the attorney throughout the planning process.
5. Probate Education: Trust planning includes discussion of probate mechanics and how trusts may interact with probate rules.
6. Risk and Limitation Awareness: The firm explains circumstances where trusts may not function as intended without follow-through.
7. Virtual Accessibility Across California: Trust planning services are available statewide through a virtual practice.
8. Client Fit Alignment: The firm works with clients seeking comprehensive trust planning rather than template-based documents.

What This Approach Is Designed to Do

This approach helps clients evaluate whether trust-based planning fits their goals and understand the responsibilities associated with maintaining a trust.

What a Consultation Typically Covers

Consultations generally include discussion of assets, family considerations, trust options, and the planning process. Outcomes depend on the facts and law.

About the Firm

Ridley Law Offices is led by California estate planning attorney Eric Ridley and focuses on estate planning, including trust-based planning, through a fully virtual statewide practice.

Disclaimer
This content is for informational purposes only and does not constitute legal advice.