01
Service
The complete package is prepared around your needs
HomeTrust provides an affordable complete service with a free consultation to review the core trust package and required next steps.
Straight answers
A living trust in San Diego, explained simply
Here are the essentials to know before you get started: the service, the documents, and the funding step that makes the plan work.
02
What's included
Five practical estate-planning essentials
- Revocable living trust
- Pour-over will
- Power of attorney and healthcare directive
- Deed funding guidance
03
Probate avoidance
Funding is the step that matters
A properly funded revocable trust keeps eligible assets out of probate. The deed and funding step transfers your home and other assets into the trust.
Prepared by Marco Mariani · California Licensed Professional Fiduciary · LDA #231 · Serving San Diego since 1992 · 4.9★ on Yelp (41 reviews)
A local, practical approach
Protection that goes beyond the paperwork
Potentially avoid substantial probate fees
California's statutory probate fees can reach tens of thousands. A properly funded trust keeps eligible assets out of probate.
Keep your affairs private
Unlike wills, trusts do not go through public probate court. Your family's financial details stay more private.
Local experience and a focused turnaround
Serving San Diego families since 1992. Documents are typically prepared in 1–3 days after the consultation.
Common questions
Living Trust San Diego FAQs
Short answers about service, documents, funding, and how to begin.
How do I get a living trust in San Diego?
HomeTrust provides an affordable complete living trust service through a free consultation.
What is included in the complete living trust service?
It includes a revocable living trust, pour-over will, power of attorney, healthcare directive, and deed funding guidance.
Does a living trust avoid probate in California?
A properly funded revocable living trust keeps eligible assets out of probate; transferring the home and other assets into the trust is the key funding step.
How quickly can my trust be prepared, and who prepares it?
HomeTrust typically prepares documents in 1 to 3 days after the consultation. Marco Mariani is a California-licensed professional fiduciary, LDA #231, serving San Diego since 1992.
Ready when you are
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