We are a team of experts who craft California Estate Plans that protect your assets and reflect your wishes.
Vanguard Legal Group is a California law Corporation licensed with the State Bar of California.
We are a leader in preparing California Estate Plans, with offices in 51 cities throughout the State. We have over 27,000 clients who depend on us to protect everything they’ve worked hard for.
At Vanguard Legal Group, our team of experienced attorneys want you and your heirs to be well protected. All our Trusts are part of a Complete Trust Package. Read more to understand what’s included in each of our Trust packages.
A Revocable Trust, also known as a Living Trust, is a legal arrangement in which an individual (the grantor or settlor) transfers assets into a Trust during their lifetime.
An Irrevocable Trust is a legal arrangement in which the grantor, or person creating the Trust, relinquishes control and ownership of the assets placed in the Trust.
California requires a process called Trust Administration to legally distribute someone’s assets to another individual after death.
When a Trustor names a Successor Trustee, this individual will assume responsibilities when the trustor is incapacitated or dies.
A Special Needs Trust is a legal instrument designed to provide financial support for individuals with disabilities without jeopardizing their eligibility for government assistance programs.
A Heggstad Petition is a legal action filed in California Probate court to validate the intent of a decedent who failed to transfer an asset into their Trust.
Probate in California is a legal process for all estates valued over $184,500 when the property or assets are not in Trust.
Whether you’ve recently purchased or refinanced your home or inherited real property, we can ensure your property is properly held inside your Trust.
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