Roseville, CA estate planning & probate attorney R. Keenan Davis talks about the benefits of setting up a trust. The primary advantage of Legacy wealth planning services, encompassing more than a mere trust and consisting of approximately 14 documents, is the peace of mind it affords the trustor—the individual creating the trust. This extensive collection of documents is commonly termed a trust package. When an individual departs the office with a complete trust package, it is viewed as a “love letter to their family.” This sentiment stems from the assurance that they have effectively passed on their hard-earned assets to the next generation in a seamless manner.

This approach obviates the necessity for court involvement, probate fees, and additional extraneous fees. The estate plan addresses various aspects, ranging from potential disability to the inevitable passing of the individual. The objective is to furnish families with a comprehensive and seamless estate plan that instills peace of mind. It enables the family to acknowledge the meticulous planning and dedication invested in shaping a secure future. The resulting outcome is intended to be perceived as a love letter—a testament to the care and consideration devoted to securing the family’s financial well-being through the estate plan.