Do you even need a trust?

Every situation is unique. But providing for your family and protecting your assets are essential concerns of all of us. Because situations are different you should contact a licensed lawyer for advice.

We will be happy to give you a free initial consultation in your home or at our office.

Generally, if you own a home, have children, have assets over $100,000.00 or are married or have family members who have special needs, you should obtain a trust package.

By the way, doing nothing which ends up in probate is almost always a poor choice.

Call Attorney David Guthrie at the law office now;

619-283-7700

or contact trust paralegal Jennifer Hughes:

619-840-7797
The Law Office of David Guthrie will be happy to provide you with legal assistance in your home, at the hospital, on weekends or in our Mission Valley office. We serve all of San Diego County.

We provide more than just a trust, we will design a Estate Planning Package that fits your needs.

We also provide wills, estate administration, probate, trust administration, representation to executors, administrators and beneficiaries. Contact Attorney David Guthrie at the law office now for additional information; 619-283-7700.


What may be in YOUR estate planning package?

Generally you can expect most of these services
   Your trust (living trust or intervivos trust)
   Pour over wills
   Powers of attorney -durable or not as required
   Advanced Health Care Directive
   Children's trusts
   Guardian appointments
   HIPPA release statements as needed
   Survivor's trust and/or By-pass trust to reduce
       taxes
    and other documents as needed.


A trust package can save you money by avoiding a probate proceeding with its attendant fees and expenses. A trust can also help reduce estate taxes.

Trust packages also help protect your privacy, orderly administer your assets, provide for protection of your children and allow for incapacity planning.


::: Want to do some research?


Read the California State Bar pamplet on trusts (PDF file).

::: Let Non-profit SOFA supply a free speaker on financial planning to your group or employer.

Yes, completely free presentations of about an hour to your business or organization. The Society for Financial Awareness ("SOFA") is an IRS 501(c)(3) nonprofit organization promoting financial awarness with a variety of speakers. I am proud to be a member and speaker on legal affairs and estate planning.
619-283-7700.

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