Our company takes pride in knowing that we are helping to protect our clients and their families to plan for the future. It is important to us that you receive the highest level of service and personal attention from each member of our team of professionals. 

Every member of our team is a Certified Senior Advisor and Certified Estate Planner, among many other designations, and has taken a moral and ethical approach to each and every one of our clients.  

We offer a variety of services including Revocable Living Trusts, Wills, Powers of Attorney, Living Wills, Advance Health Care Directives, Nominations of Guardian for a Minor, Affidavits of Intent to Return Home, Charitable Remainder Trusts, Capitol Preservation Trusts, Funeral Trusts, Special Needs Trusts, Q.T.I.P. Trusts, Bypass Trusts, and much more. 

Whether you need a simple Power of Attorney or a complete, customized Estate Plan, we are able to accommodate your specific needs.

Our focus at Living In Trust is to protect our clients from the unnecessary expenses that can occur when unexpected changes happen in life.  Please feel free to contact us for a free consultation regarding the protection of your Estate. 

Call for a free consultation, call: (415) 717-9772

Living In Trust

Professional Trust Planning Services

Professional Trust Planning Services

Serving all of Northern California
Contact Us

An AARP report found that probate can consume 5 to 10% of your children's inheritence.
By establishing a Living Trust you can avoid probate entirely and ensure that your final wishes are handled the way you intended.
Adamont N. Georgeson
Independent Attorney
Frank Tabacca, CSA, CEP    Senior Trust Specialist