Wills & Trusts

Get the legal guidance you need to navigate the complex world of wills and trusts

Do you need help with wills and trusts? The Law Offices of Alejo Lugo & Associates is here for you. We provide personalized attention along with the highest caliber of legal representation and assistance.

We Draft Strong Wills & Trusts

The passing of a loved one is always a difficult time. However, it can become even more stressful if that loved one did not have a will and/or trust in place to determine how their assets will be divided. The lack of clear financial planning can leave surviving family members struggling to dispose of the loved one’s property or even fighting among themselves over who gets what.

Don’t let this happen to your family! Instead, work with The Law Offices of Alejo Lugo & Associates now to create a strong will and/or trust that will ensure your wishes are carried out after your passing. We can help you understand the differences between wills and trusts along with the pros and cons of each. This will enable you to choose the arrangement that is best for your goals and your family.

We Defend the Rights of Abused Beneficiaries

Unfortunately, sometimes wills and trusts do not actually succeed in fulfilling the deceased person’s wishes. Assets might get diverted from an estate before the death without the individual’s knowledge, a vulnerable elder might be pressured to change their will, or a bad trustee might mismanage funds from a trust.

The good news is it is possible to challenge how assets pass after a death. However, this is a complex process, likely involving multiple lawsuits. Why? Because California wills and trusts operate under their own rules and are completely separate from one another. Add in assets held in joint tenancy, accounts with transfer on death beneficiaries, and various other types of assets and property, and there is even more work to be done since each asset may have to be challenged with a different lawsuit.

Fortunately, The Law Offices of Alejo Lugo & Associates can help. You can rely on our experienced legal team to help you understand your rights as the beneficiary of a will or trust as well as your legal options for challenging how assets pass at death. We will represent your interests aggressively and effectively in or out of court as needed.

Call Now for a Confidential Consultation

If you have questions about California wills and trusts, call us at (800) 497-0018 for a confidential consultation in English or Spanish.