by Santiago Olivares | Jun 10, 2026 | Living Will, Estate Planning, California, Usa, Revocable, Living Trust, Guardianship, Inheritance, trustee, Conservatorship, Pet
Pets are often considered family, but under California law they are legally classified as property. If you’re wondering what happens to pets in a will, the answer depends on the instructions you leave behind. A will can name a caregiver, but it may not provide... 
by Crista Hermance | May 14, 2026 | illness, Trust, Estate Planning, California, Revocable
Yes, families can sometimes contest a trust in California after someone dies. Revocable trusts are powerful estate planning tools, but they are not immune to legal disputes. Challenges often involve claims of undue influence, lack of capacity, fraud, or suspicious... 
by Ivonn Ayala | Nov 27, 2025 | Estate Planning, wills, California, Irrevocable, Revocable, Living Trust, funding
Even the best-drafted living trust will fail if you don’t properly fund your trust. Failing to retitle property, forgetting beneficiary designations, or skipping financial account transfers can send your loved ones straight to probate—especially in Ventura, CA and the... 
by Crista Hermance | Jun 11, 2025 | Revocable, Living Trust, Probate, Transfer
Estate planning isn’t only about setting up your ideal future — it’s about preparing for what happens if life doesn’t go as planned. Contingent beneficiaries, backup trustees, and alternate agents ensure your plan still works if your first choices can’t. Without... 
by Crista Hermance | Jul 21, 2023 | Uncategorized, Revocable
Do you know where your assets will go after you pass away? Do you want to make sure your assets go to the right people at the right time, but also want the option to make changes to your assets in case circumstances change? As estate planning and crisis planning... 
by Crista Hermance | Sep 5, 2022 | Revocable, Trust administration
It is only wise to choose the tools of estate planning that help you get the most from your finances after a lifetime of earning and saving for your family. Trusts vary wildly, particularly across state borders. Each type of trust has a unique purpose and requirements...
