Roseville, CA estate planning & probate attorney Kristin M. Kaminski talks about how you set up a trust. She states that at the firm, the trust creation process begins with an initial meeting focused on understanding the client’s family, goals, and values. Detailed discussions about assets occur later in the process. If enough information is gathered during this first meeting, drafts of the trust documents are prepared; if not, additional meetings are scheduled to collect the necessary details.

Subsequent meetings involve a thorough review of the drafts to ensure every element aligns with the client’s intentions, including accurate names, dates, and other important details. Once the documents are finalized, the client returns to execute them, including transferring the deed of their home to the trustee of the trust.

After the signing, clients become part of the firm’s client family. A follow-up peace-of-mind call is scheduled a few months later to confirm that everything is functioning smoothly. The firm remains available for any assistance regarding beneficiary-designated assets or the trust funding process. Clients are encouraged to reach out for support, and the initial flat fee covers any questions or concerns throughout their lives, with no additional billing.