Protect What Matters Most with a Will or Trust

At Yu & Yu Law, we understand that proper planning is about more than just documents; it’s about the peace of mind that comes from knowing your family is secure. As a boutique California firm, we provide the direct attorney-led guidance you need to protect your legacy.

The Foundations of Your California Estate Plan

While estate planning may not seem exciting, it is one of your most significant responsibilities. An up-to-date plan ensures your assets are distributed according to your wishes, not according to what the State of California decides through intestate succession.

1. Last Will & Testament

A Will is your voice when you are no longer here to speak. It allows you to:

• Protect Your Children: Designate legal guardians for minor children.

• Divide Property: Specify exactly how your assets should be distributed.

• Integrated Planning: Most of our clients use a "Pour-Over Will," which works in tandem with a trust to ensure no asset is left behind.

2. Revocable Living Trusts

For many California residents, a Will alone is not enough. Our trust attorney helps you establish a Revocable Living Trust to unlock additional protections:

• Avoid Probate: Save your family from the time and extreme expense of California probate courts.

• Incapacity Management: Allows for seamless management of your property if you become ill or injured, without a court declaring you incompetent.

• Ultimate Privacy: Unlike a Will, which becomes public record, a Trust keeps your financial affairs confidential.

Our Three-Step Process to Peace of Mind

Getting started with Yu & Yu Law is simple, transparent, and direct.

1. The Consultation: We meet (virtually or in person) to learn about your family, your assets, and your goals.

2. The Custom Plan: We develop a tailored strategy. Once approved, Jay personally drafts your documents to ensure maximum quality control.

3. The Signing & Peace of Mind: We guide you through the execution of your documents. You leave with a first-rate legal plan and the security of knowing your wishes will be followed.

Will & Trust FAQ

What is the biggest drawback of having only a Will? The primary drawback is that Wills must go through probate. In California, probate is expensive, time-consuming, and an invasion of your family's privacy.

How do I properly sign a Will in California? To be legally binding, a Will must be signed by the Testator in the presence of at least two competent, disinterested witnesses who sign at the same time as you.

• Competent: Mentally healthy and over 18.

• Disinterested: Someone who does not receive any assets from the Will.

What is the cost of a Will or Trust? The investment depends on the complexity of your affairs. We provide transparent flat-fee quotes after your initial free consultation so you can plan with certainty.