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California Estates Wills and Trusts
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Welcome to the law office of Matt Jackson, Attorney at Law, where trust, integrity, and dedication are at the heart of everything I do. I help individuals and families secure their futures through personalized estate planning, including trusts, wills, and asset protection.
For over 30 years, I proudly served this community as a Firefighter/Paramedic, rising to the rank of Fire Captain. In that role, people placed their trust in me during their most critical moments—when lives, homes, and futures were at stake. Today, I bring that same level of commitment and reliability to my legal practice, ensuring my clients' assets and loved ones are protected with well-structured estate plans.
Estate planning isn’t just about paperwork—it’s about making sure your family is cared for, avoiding unnecessary legal battles, and ensuring your wishes are honored. Just as I approached emergencies with precision and care, I apply that same diligence to crafting estate plans that provide peace of mind and lasting security.
Whether you need a living trust, a will, or guidance on protecting your estate from probate, I’m here to help. Let’s work together to build a plan that safeguards your assets and provides for your loved ones—because the best way to handle life’s uncertainties is to be prepared.
Trusted Professional Estate Planning
Legal Services
Planning for the future is one of the most important steps you can take to protect your loved ones and ensure your wishes are carried out. Our estate planning services provide comprehensive solutions tailored to your unique needs, including wills, trusts, and trust and estate administration. Whether you want to safeguard your assets, minimize taxes, or ensure a smooth transfer of wealth, we are here to guide you through every step of the process. Click to learn more about how each component of estate planning can help you secure your legacy with confidence.
Life is unpredictable, and circumstances can arise where a loved one is unable to make decisions for themselves. Whether due to illness, incapacity, or other unforeseen events, having the right legal protections in place ensures their well-being and financial security. I help individuals and families establish essential safeguards to protect those who need it most. Click above to learn more about how we can help you with Powers of Attorney, Advance Healthcare Directives, Conservatorships, and Guardianships.
When the trustor (the person who created the trust) passes away, the trustee must take on the responsibility of managing and distributing assets according to the trust’s terms. This process, known as trust administration, requires handling financial and legal matters such as notifying beneficiaries, managing trust assets, and fulfilling tax obligations. Trustees have a legal duty to act in the best interests of the beneficiaries, and failure to comply with trust laws can lead to legal disputes. I provide guidance to trustees, ensuring they fulfill their responsibilities efficiently and in accordance with California law.
Planning your estate is one of the most important steps you can take to protect your family and your legacy. Contact me today to create a personalized estate plan that provides security and peace of mind for you and your loved ones.
A will is a fundamental estate planning document that specifies how your assets should be distributed after your passing. It also allows you to name a guardian for minor children, ensuring they are cared for by someone you trust. However, assets that pass through a will must go through probate, a court-supervised process that can be time-consuming and costly. Because of this, trusts are often the preferred tool for estate planning in California. Even so, every comprehensive estate plan should include a will as a safety net to account for any assets not placed in a trust.
A trust is a legal arrangement that allows a trustee to manage and distribute assets for the benefit of designated beneficiaries. Trusts provide significant advantages over wills, including avoiding probate, maintaining privacy, and offering more control over asset distribution. In California, most estate plans rely on a revocable living trust as the primary tool for transferring assets. Additionally, there are specialized trusts—such as irrevocable trusts, special needs trusts, charitable trusts, and pet trusts—that can help achieve specific financial or personal goals. I work closely with clients to determine the best trust structure to protect their legacy and provide for their loved ones.
When the trustor (the person who created the trust) passes away, the trustee must take on the responsibility of managing and distributing assets according to the trust’s terms. This process, known as trust administration, requires handling financial and legal matters such as notifying beneficiaries, managing trust assets, and fulfilling tax obligations. Trustees have a legal duty to act in the best interests of the beneficiaries, and failure to comply with trust laws can lead to legal disputes. I provide guidance to trustees, ensuring they fulfill their responsibilities efficiently and in accordance with California law.
Planning your estate is one of the most important steps you can take to protect your family and your legacy. Contact me today to create a personalized estate plan that provides security and peace of mind for you and your loved ones.