Listen "Pass the Keys, Skip the Court: How a Revocable Living Trust Protects Your Home"
Episode Synopsis
Does your house really have to wind its way through California’s probate courts before it can land in the hands of loved ones? Spoiler: absolutely not. In this bite-sized episode, we unpack why a revocable living trust is the gold-standard tool for transferring real estate—whether to kids, grandkids, or any beneficiary you choose—without triggering the time-sucking, fee-laden probate process. You’ll learn: How a living trust keeps you in full control as trustee while you’re alive The simple deed-transfer step that “drops” your home into the trust’s bucket Real-world examples from families who avoided probate entirely Common myths about wills vs. trusts—and why one small document change can save your heirs months in court Ready to lock in peace of mind and safeguard your biggest asset? California residents can book a complimentary strategy session today. https://calendly.com/mpevney/strategysession
More episodes of the podcast Passing It On: Estate Planning for Families
DIY vs. Pro: 3 Ways to Set Up a Living Trust
18/07/2025