Wills and Trusts | Estate Planning Attorneys in Roseville, CA

What Is a Will?

A will — formally known as a last will and testament — is a legal document that expresses your wishes regarding the distribution of your property and the care of any minor children after your death. Without a valid will, California's intestate succession laws determine who inherits your assets, which may not align with your intentions.

A properly executed California will must be signed by the testator and witnessed by at least two competent adults who are not beneficiaries. At NewPoint Law Group, LLP, we ensure your will meets all California statutory requirements and accurately reflects your wishes.

What Is a Trust?

A trust is a legal arrangement in which you (the grantor) transfer ownership of assets to a trustee to manage on behalf of your chosen beneficiaries. Trusts can take effect during your lifetime (living trusts) or upon your death (testamentary trusts). The most common form used in California estate planning is the revocable living trust.

Benefits of a Revocable Living Trust in California

A revocable living trust offers several advantages over a will alone, including:

• Avoiding probate, which saves time and reduces costs for your family

• Maintaining privacy, since trusts are not public record like probate proceedings

• Providing for seamless management of your assets if you become incapacitated

• Allowing you to retain full control of your assets during your lifetime

• Facilitating faster distribution to beneficiaries after your passing

Wills vs. Trusts: Which Do You Need?

Many clients benefit from having both a will and a trust working together. A "pour-over will" ensures that any assets not transferred into your trust during your lifetime are captured by the trust at death. Our attorneys will help you evaluate your assets, family situation, and goals to determine the right combination for your estate plan.

Comprehensive Will and Trust Services at NewPoint Law Group

Our estate planning attorneys assist clients with drafting, reviewing, and updating wills, revocable living trusts, pour-over wills, testamentary trusts, and all supporting documents. We take time to understand your family dynamics and financial picture so your plan is accurate, current, and built to last.