Orange County California
Trust Attorneys

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Orange County Estate Planning Attorney Responds to the Question of Needing to Include Your Checking Account Into Your Trust

The question I am often asked is do I need to put my checking account into your trust? The determining factor for most people to set up a living trust is to be able to avoid the probate process. The determining factor is $150,000 of accumulated assets. Most people do not have anything close to $150,000 in their checking account. Most people do not have more than a few thousand in their checking account and do not need to worry if they pass away that this account would need to go through probate. So to answer the question, do you absolutely need to put in your trust the answer is no. But there is another video that we have that discusses whether you should put it in the trust. Contact us today and set up an appointment.

We offer a many different resources and pamphlets on the subject of creating, updating and implementing estate plans. We also offer a regularly scheduled seminar in our office to help people determine what the best options are for them in their estate planning needs. We hope you sign up for one of our seminars to help you find your best options. We regularly conduct free seminars designed to teach about the benefits of creating an estate plan. The seminars are held on-site at our Anaheim office inside of our “classroom”. We offer light snacks and refreshments to the attendees and the group is often small and intimate, which allows for questions to be asked comfortably and for a very relaxed environment. Please encourage your loved ones to attend the seminar so that they may learn more about the estate planning process and benefits.

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