When planning to leave your home to loved ones, you have two main options: a Will or a Living Trust.
While both can transfer property after death, using a trust offers major advantages that can save your family time, money, and stress.

Why Choose a Trust Over a Will?

• Avoid Probate:
  A will must go through probate — a public, court-supervised process that can be slow and expensive. A home placed in a living trust passes directly to your beneficiaries without probate, saving months (or even years) of delay.
• Privacy Protection:
  Probate is a public process. Anyone can access your estate records. A trust keeps the transfer of your home private and confidential.
• Cost Savings:
  Probate fees, court costs, and attorney expenses can take a significant portion of your home’s value. A properly funded trust can eliminate many of these costs.
• Control and Flexibility:
  With a trust, you can specify exactly how and when your home is passed on — for example, allowing a child to live there for a set time, or splitting the proceeds if the home is sold.
• Protection in Case of Incapacity:
  If you become unable to manage your affairs, a successor trustee can step in immediately to manage your home, without needing a court-appointed guardian.

How It Works

• You create a revocable living trust during your lifetime.
• You transfer the title of your home into the trust.
• After you pass away, your successor trustee distributes the home according to your instructions — without court involvement.

Key Takeaways

✅ Trusts avoid probate, making the transfer of your home faster, private, and less expensive.
✅ A trust gives you more control over how your home is passed on to loved ones.
✅ Using a trust protects your home if you become incapacitated, without needing court intervention.
✅ Overall, a trust offers greater peace of mind for you and your family.

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EZ Living Trust is a division of Strategic Choices Financial, Inc. Neither is a law firm and cannot provide legal or tax advice. The information on this site is for informational and educational purposes only.

Strategic Choices Financial, Inc, dba EZ Living Trust is registered as a Legal Document Assistant in Los Angeles County, CA #987456, and is licensed and bonded.