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The Role of a Wills and Trusts Attorney in Santa Clarita: What to Expect

BY: Law Offices of Andrew Cohen | December 13, 2023

In Santa Clarita, a Wills and Trusts Attorney assumes a pivotal role in assisting individuals with strategic planning for allocating their assets and administrating their estates upon their demise. This legal professional guides clients through the intricate estate planning process, ensuring their wishes are accurately documented and legally sound. By meticulously drafting wills and trusts tailored to each client’s unique circumstances, the attorney facilitates the seamless distribution of assets, providing a comprehensive approach to estate management.

Here’s What You Can Expect From The Role Of a Wills And Trusts Attorney In Santa Clarita

Estate Planning Consultation: The initial consultation is a comprehensive discussion where the attorney assesses the client’s financial situation, family dynamics, and long-term goals. This involves understanding the nature and extent of the client’s assets, liabilities, and intentions for distributing these assets.

Document Drafting: The attorney crafts precise legal documents based on the information gathered during the consultation. This includes:

  • Wills: Testamentary documents specifying how the client’s assets will be distributed among beneficiaries.
  • Trusts: Creation of trusts such as revocable living trusts, irrevocable trusts, or special needs trusts, depending on the client’s objectives.
  • Powers of Attorney: Designation of individuals to make financial or healthcare decisions on behalf of the client in case of incapacitation.
  • Healthcare Directives: Instructions for medical treatment preferences and the appointment of a healthcare proxy.

Will Creation: For testamentary wills, the attorney assists in formulating a clear and legally valid document. This involves addressing issues like:

  • Executor Appointment: Nominating an executor to oversee the probate process.
  • Guardianship: Determining guardians for minor children and their financial well-being.

Trust Formation: If a trust is deemed appropriate, the attorney helps establish and fund the trust, guiding clients through the complexities involved. This can include transferring assets into the trust’s name ensuring that they are properly managed for the benefit of the beneficiaries.

Probate Process Guidance: In the unfortunate event of a client’s passing, the attorney aids the family in navigating the probate process. This involves filing necessary documents, addressing creditor claims, and ensuring the orderly distribution of assets according to the terms outlined in the will or trust.

Tax Planning: The attorney formulates strategies to minimize estate taxes, taking advantage of applicable exemptions and deductions. This can involve techniques such as gifting, charitable giving, and properly structuring trusts.

Updating and Reviewing Documents: Over time, the attorney encourages regular reviews of estate planning documents to ensure they remain aligned with the client’s current circumstances, including changes in family structure, finances, or relevant laws.

Asset Protection Strategies: Implementing legal mechanisms to shield assets from potential creditors, lawsuits, and threats. This could involve the use of certain trusts or other legal entities.

Specialized Advice: For business owners, the attorney provides tailored advice on business succession planning. This may include strategies for passing down the business to heirs, selling the business, or ensuring continuity in case of the owner’s incapacity or death.

Litigation Support: In disputes over the validity of a will or trust, the attorney provides representation and support. This can include contesting a will or defending the estate against challenges from disgruntled heirs.

Education and Communication: The attorney takes the time to educate clients on the legal implications of their decisions. This involves clear communication about the potential consequences and benefits of various estate planning strategies, empowering clients to make informed choices.


Engaging with a wills and trusts attorney in Santa Clarita involves a collaborative and ongoing relationship. It is not a one-time transaction but a continuous process of refinement and adaptation to ensure that the client’s wishes are accurately reflected in an estate plan. Regular communication and updates are critical to keeping the plan current and effectively achieving the client’s objectives.

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