Roseville, CA estate planning & probate attorney Kristin M. Kaminski talks about how you set up a trust. The trust creation process at the firm commences with an initial meeting that centers around discussing fundamental aspects. This involves understanding the client’s family, goals, and values, deferring discussions about asset details to later stages. Drafts are prepared if sufficient information is available; otherwise, additional meetings are arranged. Subsequent sessions focus on a meticulous review of the drafts, ensuring alignment with the client’s wishes, meticulously checking details like names and dates. Once perfected, the client returns to sign the documents, including the deed for home transfer to the Trustee of the trust.

Following the signing meeting, clients become integral members of the firm’s client family. A peace-of-mind call is scheduled a few months post trust drafting to confirm smooth functionality. The firm remains accessible for any assistance needed concerning beneficiary designated assets or the trust funding process. Clients are urged to seek support, with the initial flat fee covering inquiries throughout their lives, eliminating additional billing concerns.