States Covered
We specialize in creating living trusts tailored to your needs, serving clients in every state except Louisiana. Our expert team ensures your assets are protected and your wishes are honored, providing peace of mind with customized estate planning solutions, no matter where you reside.
🔑 We can do a Revocable Living Trust in Almost Any State…
We have relationships with vetted attorneys in most states that specialize in the codes and laws of their state. You can still get our signature advanced estate planning package even if you live outside of California. (We do not do Revocable Living Trust for the State of Louisiana.)
Community Property States:
In most community property states, there is a full step-up in basis for community property upon the death of one spouse. This means the entire value of the community property (not just the deceased spouse's half) is adjusted to its fair market value as of the date of death, potentially reducing capital gains tax if the property is sold later. The community property states with this full step-up in basis are:
Arizona
California
Idaho
Nevada
New Mexico
Texas
Washington
These states follow community property laws, where most assets acquired during marriage are considered jointly owned by both spouses.
More than Just California…
Do you have family or friends in another state that need to get a Living Trust done for their loved ones? We can help.
