Business Details
44 Years
experience
Estate Planning & Trust Services | TrustMyTrust
TrustMyTrust was founded to simplify complex estate planning processes for individuals seeking legal clarity and security. With over 30 years of combined experience, our team specializes in crafting wills, trusts, and estate planning documents tailored to each client's unique needs. We prioritize transparency, offering free document reviews and direct access to attorney Michael Perdue, who has practiced law in California since 1982. Our approach focuses on preventing common legal pitfalls associated with DIY estate planning or inexperienced legal representation.By emphasizing education and personalized guidance, we empower clients to make informed decisions about protecting their assets and family legacies. Our services span real estate planning, business succession, tax documentation (Form 1041 and 706), and healthcare directives. We maintain a client-centric philosophy, avoiding aggressive sales tactics while ensuring compliance with evolving legal standards. Our track record includes educating community groups and providing seminars to enhance public understanding of estate planning fundamentals.
Services
Wills
Trusts
Estate Planning
Real Estate
Probate
Powers of Attorney
Health Care Directives
Business Succession
Tax Form 1041
Tax Form 706
Details
- Year established: 1982
Highlights and features
- 30+ years of specialized estate planning experience
- Free review of existing will/trust documents
- Direct attorney consultation with Michael Perdue
- Avoid common DIY legal document pitfalls
- Community education through estate planning seminars
What people say
Great
Honest, straightforward
Recommend
Pleased
No regrets
Services
Trusts
Living trusts provide legal protection for your assets while maintaining accessibility during your lifetime. Our customized trust documents ensure your estate is managed according to your wishes, avoiding probate court proceedings. With proper trust planning, you maintain control over asset distribution while protecting your family's financial future.
Wills
Our will preparation services ensure your final wishes are clearly documented and legally binding. We help clients establish guardianship arrangements, asset distribution plans, and executor designations. Our expertise prevents common errors that could invalidate DIY wills or create family disputes after your passing.
Estate Planning
Comprehensive estate planning combines wills, trusts, and legal documents to protect your assets and family. We create customized strategies for tax minimization, business succession, and healthcare directives. Our approach ensures legal compliance while addressing unique family circumstances and financial goals.
Powers of Attorney
We prepare durable powers of attorney documents that designate trusted representatives for financial and medical decisions. These critical documents ensure your affairs remain protected during incapacitation. Our templates meet California legal requirements while allowing personalized instructions for decision-makers.
Health Care Directives
Advance health care directives establish your medical preferences and designate healthcare proxies. Our documents ensure your treatment wishes are honored during emergencies. We help clients navigate complex medical scenarios while maintaining compliance with state-specific legal standards.
People
Michael Perdue
Attorney
Licensed California attorney since 1982 with 30+ years of experience in estate planning, trusts, and business law. Specializes in creating customized legal solutions while educating clients about asset protection strategies.
Questions
What is a living trust?
A living trust is a legal document that manages your assets during life and distributes them after death, avoiding probate court while maintaining your control.
Why choose a trust over a will?
Trusts offer greater control over asset distribution, privacy protection, and probate avoidance compared to standard wills, which require court proceedings.
How much does estate planning cost?
Basic will documents are free. Customized estate plans vary based on complexity - contact us for personalized pricing information.
Can I create legal documents myself?
While possible, DIY documents often contain errors that invalidate them. Our expertise ensures legal compliance and prevents costly mistakes.
What happens without proper planning?
Without planning, state laws determine asset distribution, potentially causing family conflicts and financial losses through probate proceedings.
How often should I update documents?
Review estate plans every 3-5 years or after major life events like marriages, births, or significant asset changes.
