Orange County California

Trust Attorneys


Orange County Estate Planning Attorney Shauna Anderson discusses things to consider when creating and modifying your estate plan.

Should I own my safe deposit box in my trust or individually?

We generally advise that you have the safe deposit box in the name of the trust, so that the successor trustee can gain access to the box easily without waiting 40 days after your passing and filing a small estate affidavit. When the box is in the name of the trust, your successor trustee only needs the death certificate, trust agreement, and tax ID to gain access, making it simpler for everyone involved.

Follow up with your estate planning attorney to ensure that your estate plan honors your wishes and is set up correctly. Contact us today to set up an appointment.

We offer a many different resources and pamphlets on creating, updating, and implementing estate plans. We also offer regularly scheduled seminars in our Anaheim office to help people determine the best options for their estate planning needs. We hope you sign up for one of our seminars to help you find your best options. Our free seminars are designed to teach about the benefits of creating an estate plan and are held on-site in our “classroom” with light snacks and refreshments provided. 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 to learn more about the estate planning process and its benefits.

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