Protect your San Jose home and family with a living trust. Avoid probate, save $51,500+ in fees. Attorney-prepared documents for $400-$500. Licensed California attorney with 25+ years experience serving Santa Clara County.
Why San Jose homeowners need comprehensive estate planning
Population
Heart of Silicon Valley
Median Home Price
Extreme probate exposure
Residents Age 65+
Over 130,000 seniors
Homeownership Rate
High-value properties
San Jose sits at the heart of Silicon Valley, where tech wealth has created some of California's most valuable real estate. With median home prices around $1.2 million, San Jose homeowners face the highest probate costs in the state - over $51,500 in mandatory fees for a typical estate. This doesn't include additional costs or the 18-24 month delay.
Over 130,000 San Jose residents are age 65 or older, many holding properties purchased decades ago that have appreciated dramatically. A home bought for $300,000 in the 1990s could now be worth $1.5 million or more. These long-term homeowners have built substantial equity that must be protected from probate through proper estate planning.
Santa Clara County processes a high volume of probate cases, and with San Jose's elevated property values, the stakes are extremely high. A living trust isn't just smart planning for San Jose homeowners - it's critical financial protection. Spending $400-$500 now saves your family $50,000+ and nearly two years of legal proceedings. For San Jose's high-value estates, this protection is absolutely essential.
With over 1,000,000 residents and median home prices around $1,200,000, San Jose families need estate planning that protects their assets and avoids California's expensive probate process.
In Santa Clara County, probate on a $1,200,000 home would cost approximately $51,500 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 Jose and Santa Clara 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 Jose home. Our secure online platform lets you answer questions at your own pace, save your progress, and return anytime. Most San Jose 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 Jose law firms charge ($3,000-$6,000) and a tiny percentage of what your family would pay in probate fees ($51,500+). No hidden fees, no hourly billing, no surprises.
Your living trust protects all your assets - your San Jose 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 Jose valued at $1,200,000 or have assets over $184,500: A living trust is essential. You'll save your family $51,500+ 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 Jose homeowners to avoid conservatorship.
Specifies your medical wishes and appoints a healthcare agent. Includes HIPAA authorization for medical record access.
Abbreviated document for Santa Clara 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 Jose 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 Jose residents:
• Attorney Fees: $25,000 (statutory)
• Executor Fees: $25,000 (statutory)
• Court Filing Fees: $1,500+
• Publication/Recording Fees: $500+
• Appraisal Fees: $500-$1,000
• Accounting/Tax Prep: $1,000-$2,000
Total Cost: $51,500+
Time Required: 18-24 months
Living Trust Alternative: $400-$500 one-time cost ✓
Transfer Time: Immediate ✓
You save: $51000+ and 18-24 months
• Ongoing property expenses: 18-24 months of mortgage, insurance, taxes, maintenance on your San Jose 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 Santa Clara 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 Jose 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 Jose 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 Santa Clara County notary), and transferring your assets into the trust.
Print your documents and sign them with a notary public (available throughout San Jose). Some documents require witnesses - detailed instructions included. We'll tell you exactly what to do.
Transfer your San Jose home and other assets into your trust. We provide step-by-step instructions for real estate (recorded with Santa Clara County Recorder), bank accounts, investments, and vehicles. This is the most important step.
Your San Jose 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 Jose - it must be validated through Santa Clara 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 Jose 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 Jose estate planning.
Some San Jose 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 Jose 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 Jose 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 Jose 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 Santa Clara 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 Santa Clara 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 Jose 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 Jose, 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 Jose families $10,000-$15,000+ just to establish, plus ongoing fees. Your successor can pay your bills, manage your San Jose property, and handle financial matters according to the instructions in your trust.
Most San Jose 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 Jose, Santa Clara 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 Santa Clara County families we've helped
"The process was incredibly easy. I completed everything online in less than 30 minutes. Having my San Jose home protected from probate gives me peace of mind."
- Sarah M., San Jose
"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 Jose."
- Michael T., San Jose
"My husband and I created our joint trust together. The instructions were clear, the attorney review was thorough, and we saved thousands. Our San Jose home is now protected."
- Jennifer & Robert L., San Jose
Join thousands of San Jose residents who have created their living trust online. Save $51,500+ 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 Jose Since 2001