Securing the Future of Your Loved Ones in the Coachella Valley Area With Wills & Trusts Services 

Whether you're safeguarding assets, planning for succession, or ensuring your family's financial well-being, we are dedicated to providing tailored and comprehensive solutions with trusted estate planning services. With a focus on clarity and efficiency, we guide you through the intricate legal steps involved in crafting wills and trusts, ensuring your wishes are seamlessly translated into legal documents. Experience peace of mind as you entrust J. Arthur Law Firm to navigate the nuances of wills and trusts, securing your legacy with confidence. Contact our law office today to schedule a free consultation!

Wills

What is a Will?

A will is a document in which the will-maker specifies who is to receive his or her property at death and names an executor. The will can also name a guardian for minor children.

Trusts 

What is a Trust?

A trust is an arrangement under which one person, a trustee, manages property for a beneficiary. The person who creates the trust is called the settlor, trustor, or grantor. There are many kinds of trusts, some created during the settlor's lifetime and some at death. Trusts are used for, among other things, avoiding probate court proceedings, saving on estate tax, providing quality management of assets, and keeping money out of the hands of improvident beneficiaries.

Living Trusts 

A trust that is set up during a person's life is a living trust. Living trusts are a common and excellent way to avoid probate at death and may also reduce federal estate tax.

Spendthrift / Special Needs Trust

A spendthrift trust is a type of trust that regulates a beneficiary's access to the funds or assets held within the trust account. It's an important estate planning tool that can help guarantee your beneficiaries are taken care of while simultaneously ensuring your assets are distributed according to your specific terms. Spendthrift trusts can be revocable or irrevocable and include the same key elements as other types of trusts.

Contact the attorney who specializes in drafting and modifying wills and trusts documents. Call (760) 201-3215 now to schedule an appointment! 

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