Do I need a Trust?

  • Do you have a Will?
  • If the gross value of your estate (including your house) is over $150,000, do you have a Trust?
  • Do you have an Advanced Health Care Directive that provides the names, addresses and telephone numbers of your designated agents, so they can make critical health care decisions if you can’t?
  • Have you legally designated who would care for your children if you were to die?
  • Do you have provisions in your Trust or Will for payment of estate taxes?
  • Have you bought or sold a house or other pieces of property?
  • Have you designated how your personal property will be distributed (including your pets) after your death?
  • Has there been a change in the gross value of your estate (the value of all you own, not including what you owe)?
  • Have you recently married or remarried?
  • Do you have someone authorized to handle financial matters for you in case you become disabled?
  • Do you have an Advanced Health Care Directive which was executed before 2003?
  • Have you divorced?
  • Have you recently sold or are you contemplating selling stock or other assets?
  • Have you moved between states?

Contact Us

Call (888) 995-6014 or Contact Us Below
To speak with a Client Services Representative Who Can Assist You

Contact - CuSocal