EXISTING TRUSTS
MARIN COUNTY, CALIFORNIA
How Often Should I Update My Living Trust?
A Living Trust should generally be reviewed every three to five years—and sooner whenever there is a significant change in your family, finances, property or wishes.
Creating a Living Trust is not necessarily a one-time event.
Your life changes. Your assets change. Your family changes. California and federal laws change. A trust that accurately reflected your circumstances ten or fifteen years ago may no longer accomplish what you want today.
For many people, the better question isn’t simply: “How old is my trust?”
Talk With Russell Marne About Your Estate Plan
Marne Law helps Marin County individuals and families create estate plans designed to protect their property, plan for incapacity and make the eventual transfer of their assets easier for the people they care about.
The Marne Law estate-planning package includes:
Living Trust • Will • Power of Attorney(s) • Healthcare Directive(s) • Transfer Deed/Titles
— $2,500
Schedule a free consultation at our Marin office or in the privacy of your home.
Marne Law 30 N. San Pedro Rd., Ste 195 San Rafael, CA 94903
Protect your wealth