Estate Financial Planning

Estate Planning in California is important to avoid probate and protect your interest in property.

When a person sets up his or her own private revocable LIVING TRUST trust in California, that’s probably the most used and popular way of taking title to real estate in this state.

Primary advantage of such private LIVING TRUST is that property held by the trust would pass to the beneficiaries according to trust declaration and not be subject to probate in California.

Another advantage is that property being owned and passing to beneficiaries is a private matter and not according to public records and usually not court scrutiny.


Harrison K. Long – Professional real estate representative, REALTOR® GRI, broker associate, HomeSmart Evergreen Realty – 949-701-2515 (phone or text) – Real estate broker, CALBRE 01410855 – now serving as an appointed director at California Association of Realtors – (email) – California State Bar association member #69137.

Christi Anthony Long – professional REALTOR agent, HomeSmart Evergreen Realty, Irvine, CA

Helping people with properties and homes at Irvine, Newport Beach, Laguna Beach, Newport Coast, Newport Beach, Corona del Mar, Costa Mesa, Laguna Niguel, Tustin, Laguna Hills, Huntington Beach, Lake Forest and Dana Point.    

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“Helping People, Moving Forward, Developing Relationships and Protecting Property Values” 

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