Trust or Will? Find Out Which One Actually Fits Your Family
Not sure if you need a living trust or if a simple will is enough?
This free checklist walks you through the real decision points, real estate, family structure, privacy, and incapacity planning, so you can see where you land before you spend a dollar on either one.
What You'll Learn Inside This Checklist
Five trigger categories that reveal whether a trust or a will actually fits your situation
Why owning a home changes this decision almost every time
A simple scoring guide so you’re not left guessing after you check the boxes
The one step people forget that leaves even a well-drafted trust unprotected
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This checklist is provided for general informational purposes only and does not constitute legal advice. Every family’s situation is different; please consult with a licensed California estate planning attorney before making decisions based on this material. Requesting this checklist does not create an attorney-client relationship with the Law Office of Michael Kerr.