Tag: Living Trust

Living Trust, Estate Planning, Probate

Posted on 12/30/14 No Comments

Recently I made the decision to advertise on #knzramfm in #bakersfield. As I was waiting to meet with my representative I met a lady in the waiting room. We got to talking and after I mentioned what I did, she began to tell me a story about her situation. Basically what happened is her husband recently passed away and they didn’t have a will or a #livingtrust. This was their second marriage for both of them and he had kids from his previous relationship.

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Living Trust/Estate Plan Customers

Posted on 12/17/14 No Comments

We like to share our customer’s experiences because often other customers have questions about our legal services and getting other people’s perspectives is helpful. At our #sanluisobispo

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Living Trust/Estate Planning – Opposite Sex Couple

Posted on 12/08/14 No Comments

Subject: #LivingTrust, #EstatePlanning :

A couple came into the #sanluisobispo office and inquired about a Living Trusts and Estate Planning. Apparently, they had already visited my competition and were essentially comparing services. It appeared that they had quite a few questions written down on several sheets of paper, so I agreed to attempt to answer whatever questions they had and to hopefully earn their business. To start off, this couple is not married and is not domestic partners according to the laws of the State of California.

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Can you put a mobile home in a Living Trust?

Posted on 11/11/14 No Comments

Can you put a mobile home in a Living Trust? Quick answer. Yes! There is a misconception that a Mobile Home cannot be funded into a Living Trust/Estate Plan. Honestly, it is not as simple as Deeding over the property, but it can be done with some tenacity…the Dept. of Housing and Community Development is entity to contact and where the registration and title need to be changed. If either/or the registration or title are lost, then it is pretty simple to request duplicate forms, but again there are forms and associated file/processing fees.

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Probate and Living Trust

Posted on 11/05/14 No Comments

Two recent customer experiences caused me to write this post.

Experience 1: Customer contacted me at my Arroyo Grande, CA office and stated his brother has just passed away. It is a simple probate matter. There are two surviving brothers and a surviving mother. The deceased was not married and did not have children. What I learned was that the deceased was killed by a driver that was under the influence of drugs and had a criminal record. Nevertheless, the deceased owned two houses and a 1/4 of a liqueur store. Even though his two surviving brothers are in complete agreement and the surviving mother is going to assign her interest in the assets to the sons, this agreeable matter could have been completely avoided had the deceased had a living trust. Luckily, the surviving brothers have enough assets to probate the matter, but have to wait about 2 months for an order and letters to be issued to have full access to the assets. Both surviving brothers have assets and families and are planning on having living trusts/estate plans prepared to protect their families. I share this story to encourage people to get their affairs in order, as it is not that expensive and can protect your family and give peace of mind. #wehelpyoulegal NOTE: There are services online, such as #legalzoom provide a similar service to ours, but we are able to provide that personal service that is especially important during this type of matter. https://www.facebook.com/wehelpyoulegal

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Legal Assistance, Legal Forms, Living Trust and Notary

Posted on 02/24/11 No Comments

I have been working in the legal field since 1988 and when I first started there was very little ability for consumer of legal services to be able to self-help themselves…you almost had to use a lawyer. Now there is a new type of service, like mine, called We Help You Legal, LLC which offers quality and accurate Legal Assistance, Legal Forms, Living Trust/Wills and Notary services to the residents of San Luis Obispo County. We have locations in Paso Robles, San Luis Obispo and Arroyo Grande, but serve all North County in Atascadero, San Miguel, Santa Maria and South County in Los Osos, Morro Bay, Five Cities and Santa Maria too.

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Top 3 Reasons to Use an LDA

Posted on 01/06/11 No Comments

There are MANY reasons to use an LDA, but here are my Top 3: 1.  Affordable/Low Cost: Using an LDA to prepare your legal documents is usually a fraction of the cost of hiring an lawyer/attorney.  There are times when you just need a little help and direction versus a full blown legal service.  If […]

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Living Trust Amendments

Posted on 01/03/11 3 Comments

Preparing a Living Trust Amendment is usually simple, but you may need help.

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San Luis Obispo Office Now Open

Posted on 10/24/10 2 Comments

We Help You Legal now has a local office in San Luis Obispo, CA. This office is located at 3594 Broad Street, Suite 100 next to Cole Chrysler/Dodge/Mazda. For more details, please visit our San Luis Obispo Office page.

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New Website Now Online!

Posted on 10/24/10 1 Comment

We’re pleased to announce the launching of our new website at http://www.wehelpyoulegal.com. We Help You Legal provides friendly and affordable Legal Document Assistance throughout San Luis Obispo County. We have local offices in Paso Robles, San Luis Obispo, and Arroyo Grande. In the coming days we will be continuing to add valuable legal resources as […]

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