Wills & Trusts

Will & Trust Attorneys in Santa Rosa, CA

Wills and trusts are crucial legal instruments that allow individuals to direct the disposition of their assets upon their death, ensuring the financial security of their families and loved ones. They serve a crucial role in estate planning, providing peace of mind and certainty about the future.

A will, or last will and testament, is a legal document that outlines how an individual wants their property and assets divided upon their death. The estate outlined in a will is subject to the probate process. 

A trust, on the other hand, is a legal arrangement where a trustee holds and manages assets for the benefit of others. Unlike a will, a trust can become effective during the lifetime of the trust maker and can bypass the probate process. 

Depending on your needs and goals, you can have both a will and trust. Both can allow for greater control over asset distribution and ensure that all property and assets are included in the estate plan. At Smith Dollar, our capable estate planning lawyers can assist you in creating valid wills and trusts, keeping them updated as your circumstances change, providing counsel on their management or administration, and negotiating or litigating any related disputes. 

Get a free initial consultation with a Santa Rosa will and trust lawyer by contacting us online or at (707) 405-7391.

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