Living Trust
The Legacy, APC Process
You don’t have to figure it all out on your own.
Estate planning can feel overwhelming. So can navigating Probate or administering a loved one’s Trust. There are legal requirements to understand, important decisions to make, and, often, a lot of questions about what happens next.
That’s where we come in.
At Legacy, APC, we take the time to listen, understand your situation, and help you determine the best path forward. Whether you’re planning your family’s future, protecting your legacy, or handling the affairs of someone you love, we’ll guide you through the process step by step.
Our work focuses on Estate & Legacy Planning, Probate, and Trust Administration. While each process is different, they all begin with a personal consultation and a conversation about what you need and what you want to accomplish.
Let’s take the next step together.
Estate & Legacy Planning
Consultation
Strategy & Plan Design
Once you decide to move forward, you and the attorney will spend some time developing the strategy and designing a plan tailored to your circumstances & goals.
Drafting
We begin drafting documents for your estate plan.
We will ask you for information & documentation we need, and stay in touch to confirm important details before your plan is finalized for signing.
Execution
A signing meeting is generally scheduled within 3-4 weeks.
We will review your estate plan together & walk you through the signing and notarization process.
Funding
Congratulations on completing your estate plan! But the work does not end when your documents are signed.
For your trust to work as intended, it needs to be properly funded.
We complete real property transfers and deeds and provide support and instructions for funding other assets.
Periodic Review
Your estate plan should evolve as your life changes. Reviewing your estate plan at least every 3 years is critical.
Schedule a review meeting after major life events: marriage, divorce, birth of a child, death of a loved one, etc.
Probate Services
Consultation
We begin by learning about your circumstances and reviewing the available information. Together, we determine the appropriate course of action.
Going to Court
Probate is a judicial process, which means going to court.
We prepare and file petitions, motions, and reports and represent you in probate hearings. The length of the probate process can vary dramatically, most are completed within 3-12 months.
Conclusion
Once the probate process is complete, we help the Personal Representative transfer the probate property to the appropriate new owners and formally close the probate estate with the court.
Trust Administration
Consultation
We begin by reviewing the circumstances, the trust documents, and the Trustee’s responsibilities. Together, we determine the appropriate course of action.
Administering the Trust
Our role is to help the Successor Trustee understand their responsibilities, and navigate the process of managing and distributing trust property.
Depending on the terms of the trust and the circumstances involved, administration may take 3-6 months. More complex or contested matters can take significantly longer.
Closing the Trust
When a Trust comes to an end, its property must be distributed to the appropriate beneficiaries.
We help the Trustee determine who should receive the property, how to legally complete those transfers, and how to properly terminate the Trust.
You Don’t Have to Have it All Figured Out
Schedule a Consultation Today
and Let’s Start Building Your Legacy Together!
Most people who come to us aren’t sure where to begin — and that’s exactly what a consultation is for. We’ll sit down, listen to your story, and help you shape a plan around what matters most to you and the people you love. One conversation with Attorney Pablo Palomino is often all it takes to turn “someday” into a plan for real peace of mind.