Roseville, CA estate planning & probate attorney R. Keenan Davis talks about the benefits of setting up a trust. He emphasizes that the greatest benefit of a trust is the peace of mind it provides to the trustor—the person creating the trust. What is commonly referred to as a “trust” is actually part of a larger suite of documents, which he calls the Legacy Wealth Planning Services. This comprehensive package typically includes around fourteen documents, all properly executed and notarized.

When a client leaves his office with a complete trust package, he describes it as a “love letter” to their family. It ensures that the assets they have worked hard to accumulate are transferred to the next generation seamlessly, without court involvement, probate fees, or unnecessary expenses. The plan addresses everything, from potential disability to the inevitable passing of the trustor, providing clarity and certainty for the family.

He notes that creating such a plan often involves navigating complex or unusual circumstances. Yet, the result is a cohesive and efficient estate plan that offers both the trustor and their family reassurance. The ultimate goal, he says, is to provide peace of mind and to leave a lasting legacy, demonstrating care and foresight for future generations.