Trust Planning

Revocable and irrevocable trust setup, asset protection, and estate transfer planning to protect what you've built.

What You Should Know

A trust can help you control how and when your assets pass to loved ones, avoid probate, and protect your estate. We coordinate trust planning alongside your insurance and financial picture so everything works together.

What's Included

✓Revocable living trusts to avoid probate
✓Irrevocable trusts for asset protection
✓Coordination with your life insurance and estate plan
✓Guidance on funding and titling assets correctly
✓Referrals to qualified legal professionals where needed

Who this is for

Families who want to avoid probate
People with significant or complex assets
Anyone planning an orderly transfer of wealth

Our Living Trust Partner in San Diego

Pacific Ridgeway partners with Kristi Day, Living Trust Advisor for attorney-prepared living trusts and complete estate plans, with in-home appointments across San Diego County and virtual service in 49 states.

Visit Kristi Day's living trust site →

Talk to a Specialist

Get straight answers from a licensed Pacific Ridgeway professional — no pressure, no obligation.

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This page is for informational purposes only and does not constitute tax, legal, accounting, or investment advice. Services are provided by licensed and qualified professionals; availability varies by state. Please consult a qualified professional regarding your specific situation.