by Santiago Olivares | Sep 9, 2026 | Living Trust, Trust administration, California
Serving as a trustee is an important responsibility that often begins during one of life’s most difficult moments. Trustee duties after death typically include locating trust documents, identifying assets, notifying beneficiaries, managing trust property, paying... 
by Santiago Olivares | Aug 24, 2026 | Probate, California, Estate Planning, Real Estate
If you own property in multiple states, your estate plan may have to deal with the laws of every state. For example, if you live in Ventura but own a vacation home in Arizona in your individual name, your family could potentially face a probate proceeding in both... 
by Santiago Olivares | Jul 20, 2026 | Estate Planning, Living Trust, Trust administration
Choosing a trustee is one of the most important decisions you’ll make when creating a Living Trust. But life changes. Someone who seemed like the perfect choice years ago may no longer be the best person to manage your affairs. If you’re wondering whether... 
by Santiago Olivares | Jul 20, 2026 | LGBTIQ+, California, Estate Planning
Pride Month celebrates visibility, equality, and community, but LGBTQ family protection deserves attention every day of the year. Estate planning helps California families prepare for medical emergencies, incapacity, financial decisions, and the transfer of assets... 
by Santiago Olivares | Jun 17, 2026 | International Assets, taxes, Usa, California
If you own a home, vacation property, rental property, farmland, or other real estate outside the United States, your estate plan may require additional considerations. Estate planning for international property can help California families reduce legal complications,...
