DIY vs. Pro: 3 Ways to Set Up a Living Trust
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
A solid living trust is the backbone of any complete estate plan—but what's the smartest way to create one? In this bite-sized episode we compare the three routes open to Californians:
• Write it yourself. Great for legal-savvy DIYers, but one wrong clause can land your heirs in probate.
• Use an online/doc-prep service. Faster and cheaper than hiring counsel, yet still "assembly line" and often missing state-specific tweaks.
• Hire a qualified estate-planning attorney. The priciest option up front, but it custom-fits your family's goals, plugs tax leaks, and keeps your plan court-proof.
We'll walk through cost ranges, common pitfalls, and the key checkpoints—funding the trust, titling real estate, updating beneficiary designations—that make or break each approach.
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