Wills and revocable living trusts
Estate Planning Attorney Brendan P. Brewer regularly prepares estate plan documents, including Wills and Revocable Living Trusts, for clients throughout California, primarily in the Marin County communities of Mill Valley, San Rafael, and Novato.
A Revocable Living Trust is a legal document prepared by an attorney that performs many of the estate plan functions of a Will. With a Revocable Living Trust, your assets, including your residence, investment accounts, and stocks, are titled in the name of the Revocable Living Trust, held for your benefit during your lifetime, and then transferred to your beneficiaries when you die.
Brendan works with clients in San Rafael, CA and across the Bay Area to put these plans in place.
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Wills
A Will sets out how your assets are to be distributed after your death and names the people you trust to carry out those wishes. Brendan prepares Wills for clients across California, with a focus on the Marin County communities of Mill Valley, San Rafael, and Novato.
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Revocable Living Trusts
A Revocable Living Trust is a legal document prepared by an attorney that performs many of the estate plan functions of a Will. Your assets, including your residence, investment accounts, and stocks, are titled in the name of the Revocable Living Trust, held for your benefit during your lifetime, and then transferred to your beneficiaries when you die.
Have a will or trust on your to-do list? Brendan can help you finish it.
The first conversation is free. Bring any existing estate documents, a rough list of your assets, and the names of the people you want to provide for. Brendan will walk you through what a Will and a Revocable Living Trust each accomplish and recommend the right fit for your situation.