Protect your San Diego home and family with a living trust. Avoid probate, save $39,500+ in fees. Attorney-prepared documents for $400-$500. Licensed California attorney with 25+ years experience serving San Diego County.
Why San Diego homeowners need comprehensive estate planning
Population
Second largest city in CA
Median Home Price
High probate exposure
Residents Age 65+
Over 210,000 seniors
Homeownership Rate
Strong property market
San Diego's 1.4 million residents enjoy one of California's most desirable real estate markets, with median home prices around $750,000. This coastal location and strong economy have created significant wealth, but also substantial probate exposure. Nearly every San Diego homeowner's estate exceeds California's $184,500 probate threshold by a large margin.
With over 210,000 residents age 65 and older, San Diego has a mature population with established property holdings. Many purchased homes decades ago and have benefited from California's dramatic property appreciation. A $750,000 estate faces $39,500 in mandatory probate fees - money that should go to your family, not the courts.
San Diego County's probate court processes thousands of estates each year, with cases typically lasting 18-24 months. The combination of high property values, an aging population, and California's statutory fee structure makes living trusts essential for San Diego homeowners. It's not just recommended - it's necessary financial protection for your family.
With over 1,400,000 residents and median home prices around $750,000, San Diego families need estate planning that protects their assets and avoids California's expensive probate process.
In San Diego County, probate on a $750,000 home would cost approximately $39,500 in attorney and executor fees alone, plus 18-24 months of delays. A living trust avoids probate entirely, transferring your property immediately to your beneficiaries without court involvement.
Attorney Rozsa Gyene (State Bar #208356) has been helping San Diego and San Diego County families with estate planning since 2001. Over 25 years of experience means your documents are prepared correctly the first time, complying with all California legal requirements.
Complete your living trust from your San Diego home. Our secure online platform lets you answer questions at your own pace, save your progress, and return anytime. Most San Diego clients finish in 20-30 minutes. Your documents are reviewed by our attorney and delivered within 24 hours.
Living trust packages start at just $400-$500 - a fraction of what traditional San Diego law firms charge ($3,000-$6,000) and a tiny percentage of what your family would pay in probate fees ($39,500+). No hidden fees, no hourly billing, no surprises.
Your living trust protects all your assets - your San Diego real estate, bank accounts, investments, vehicles, and personal property. It also includes incapacity planning, so if you become unable to manage your affairs, your chosen successor trustee can step in immediately without needing court-appointed conservatorship.
Understanding the difference can save your family thousands of dollars and months of waiting
If you own a home in San Diego valued at $750,000 or have assets over $184,500: A living trust is essential. You'll save your family $39,500+ in probate costs and 18-24 months of waiting. The $400-$500 investment now protects everything you've worked for.
Complete trust document tailored to California law and your family's needs. Includes provisions for distribution, successor trustees, and beneficiary designations.
Catches any assets not transferred to the trust and directs them into the trust. Provides backup protection for your estate plan.
Appoints someone to manage your financial affairs if you become incapacitated. Essential for San Diego homeowners to avoid conservatorship.
Specifies your medical wishes and appoints a healthcare agent. Includes HIPAA authorization for medical record access.
Abbreviated document for San Diego County financial institutions and title companies, proving your trust exists without revealing private details.
Transfers personal property (furniture, jewelry, collectibles, etc.) into your trust with one simple document.
Step-by-step guidance for funding your trust, including how to transfer your San Diego real estate and other assets into the trust.
Questions after receiving your documents? We're here to help. Call (818) 291-6217 to speak with our team.
California Probate Code §10810 sets mandatory fees based on your estate value. Here's what probate costs for San Diego residents:
• Attorney Fees: $19,000 (statutory)
• Executor Fees: $19,000 (statutory)
• Court Filing Fees: $1,500+
• Publication/Recording Fees: $500+
• Appraisal Fees: $500-$1,000
• Accounting/Tax Prep: $1,000-$2,000
Total Cost: $39,500+
Time Required: 18-24 months
Living Trust Alternative: $400-$500 one-time cost ✓
Transfer Time: Immediate ✓
You save: $39000+ and 18-24 months
• Ongoing property expenses: 18-24 months of mortgage, insurance, taxes, maintenance on your San Diego home while frozen in probate
• Lost investment returns: Assets can't be managed or invested during probate
• Family stress and conflict: Court proceedings often create family disputes
• Loss of privacy: All assets, debts, and beneficiaries become public record in San Diego County
• Multiple probates: If you own property in other states, separate probate required in each state
Creating your living trust is simple and convenient - everything is done online
From your San Diego home, answer questions about your family, assets, and wishes. Our secure platform guides you step-by-step. Takes most people 20-30 minutes. Save and return anytime - your progress is automatically saved.
Rozsa Gyene (State Bar #208356) personally reviews every trust to ensure it complies with California law and properly protects your San Diego assets. Unlike online templates, you get real attorney review and approval.
Within 24 hours of attorney review, download your complete trust package. You'll receive detailed instructions for signing, notarizing (any San Diego County notary), and transferring your assets into the trust.
Print your documents and sign them with a notary public (available throughout San Diego). Some documents require witnesses - detailed instructions included. We'll tell you exactly what to do.
Transfer your San Diego home and other assets into your trust. We provide step-by-step instructions for real estate (recorded with San Diego County Recorder), bank accounts, investments, and vehicles. This is the most important step.
Your San Diego family is now protected. Your assets avoid probate. Your wishes are documented. You maintain complete control during your lifetime. Update anytime your circumstances change. Questions? Call us.
Avoid these costly errors that force families into expensive probate
This is the most common misconception. A will does NOT avoid probate in San Diego - it must be validated through San Diego County probate court. If your estate exceeds $184,500 or includes real estate (even a $1 property), it goes through probate regardless of having a will. Only a properly funded living trust avoids probate.
Having a trust document is not enough. You must actually transfer assets into the trust. Many San Diego homeowners create a trust but never retitle their home or transfer bank accounts. When they pass away, these unfunded assets still go through probate. We provide detailed funding instructions to prevent this.
Generic online forms don't account for California's specific laws or your unique situation. Errors in trust documents can invalidate them or create tax problems. Our trusts are prepared AND reviewed by a licensed California attorney (State Bar #208356) with 25+ years experience in San Diego estate planning.
Some San Diego homeowners add adult children to their property deed thinking this avoids probate. This creates serious problems: gift tax issues, loss of capital gains tax benefits, exposure to your child's creditors or divorce, and potential family conflict. A living trust is the proper solution.
Estate planning requires mental capacity. If you wait until you're seriously ill or have dementia, it's too late - the trust may be invalid. Many San Diego families end up in conservatorship (costing $10,000-$15,000+) because their loved one waited too long. Plan now while you're healthy.
Protect your San Diego family with a properly prepared, attorney-reviewed living trust. We guide you through the entire process - document creation, signing, notarizing, and funding. Everything is done correctly to ensure your trust works when your family needs it.
No. The entire process is completed online from your San Diego home. You answer questions through our secure platform, we prepare your documents, and our attorney reviews them. You receive everything electronically within 24 hours. However, we're available by phone at (818) 291-6217 if you have questions or prefer to speak with someone.
We provide a deed template and detailed instructions specific to San Diego County. You'll prepare a new deed transferring the property from your name to your trust (e.g., "John Smith" becomes "John Smith, Trustee of the Smith Family Trust dated 1/1/2024"). Then record it with the San Diego County Recorder's Office. We guide you through every step. You can do it yourself or hire a title company to help.
No. Transferring your San Diego home into your revocable living trust does NOT trigger property tax reassessment in California (confirmed by Revenue and Taxation Code §62(d)). Your mortgage remains the same. Your property taxes don't change. Banks and lenders recognize trust transfers. Everything stays exactly the same - except now your home avoids probate.
Yes. A revocable living trust can be amended or revoked anytime during your lifetime while you have mental capacity. As your life changes (births, deaths, divorce, new assets, moving within San Diego, etc.), you can update your trust. We provide instructions for making amendments. You maintain complete control throughout your life.
Your designated successor trustee automatically takes over managing your trust assets without court involvement. This avoids conservatorship, which costs San Diego families $10,000-$15,000+ just to establish, plus ongoing fees. Your successor can pay your bills, manage your San Diego property, and handle financial matters according to the instructions in your trust.
Most San Diego clients complete the questionnaire in 20-30 minutes. After you submit your information, documents are prepared and reviewed by our attorney within 24 hours (usually same day). You receive your complete trust package electronically. Then you sign, notarize, and fund the trust on your own timeline.
Yes. Our living trusts are prepared by and reviewed by Rozsa Gyene, a licensed California attorney (State Bar #208356) with over 25 years experience. They comply with all California Probate Code requirements. Our trusts are used throughout San Diego, San Diego County, and all of California. When properly executed and funded, they're fully enforceable under California law.
We provide lifetime support. Call (818) 291-6217 to speak with our team. We can answer questions about signing, notarizing, funding, or updating your trust. While we can't provide ongoing personal legal advice (that would require a traditional attorney-client relationship), we help ensure your trust is properly executed and funded.
Yes, and it's included. Your trust package includes a "pour-over will" that acts as a safety net. If you forget to transfer any asset into your trust, the pour-over will directs it to the trust after your death. This ensures nothing is accidentally left out. However, the goal is to fund your trust completely during your lifetime so the pour-over will isn't needed.
Real testimonials from San Diego County families we've helped
"The process was incredibly easy. I completed everything online in less than 30 minutes. Having my San Diego home protected from probate gives me peace of mind."
- Sarah M., San Diego
"After seeing what my parents went through with probate, I knew I needed a trust. This was so affordable compared to traditional attorneys. Highly recommend to anyone in San Diego."
- Michael T., San Diego
"My husband and I created our joint trust together. The instructions were clear, the attorney review was thorough, and we saved thousands. Our San Diego home is now protected."
- Jennifer & Robert L., San Diego
Join thousands of San Diego residents who have created their living trust online. Save $39,500+ in probate costs. Protect your family. Get started in 20 minutes.
✓ Licensed California Attorney (State Bar #208356) ✓ 25+ Years Experience
✓ Attorney-Reviewed Documents ✓ Lifetime Support ✓ Serving San Diego Since 2001