Practice Areas
Will and Trust Law
Protecting Your Legacy & Your Loved Ones — Redwood City, CA
Secure Your Legacy With a Properly Drafted Will or Trust
A will or trust is one of the most important documents you will ever create. It ensures that your assets go to the people you choose, your minor children are cared for by someone you trust, and your family is spared the burden of uncertainty during an already difficult time.
Dan Beatty, Attorney at Law helps individuals and families throughout Redwood City and the Bay Area draft clear, legally sound wills and trusts tailored to their specific needs and goals. With Dan, you receive personal attention and direct communication — not a one-size-fits-all document.
Whether you need a straightforward will, a revocable living trust to avoid probate, or a more complex trust structure for asset protection or special needs planning, Dan Beatty has the experience to guide you through every decision.
Will & Trust Services We Provide
Last Will & Testament
We draft a legally valid will that clearly states how your assets should be distributed, names an executor, and designates guardians for minor children.
Revocable Living Trust
A living trust lets your estate bypass the probate process entirely, saving your family time, money, and public exposure of your affairs.
Irrevocable Trusts
For asset protection, Medi-Cal planning, or reducing estate taxes, we structure irrevocable trusts that meet your long-term financial goals.
Special Needs Trusts
We create trusts that provide for loved ones with disabilities without disqualifying them from government benefits such as SSI or Medi-Cal.
Will vs. Trust — Which Do You Need?
Last Will & Testament
- Takes effect only upon death
- Must pass through probate court
- Becomes public record
- Names guardians for minor children
- Generally less expensive to create
Revocable Living Trust
- Takes effect immediately upon signing
- Avoids probate entirely
- Remains private — not public record
- Manages assets during incapacity
- Greater control over distribution
Protect What Matters Most
Don't leave your family's future to chance. A properly drafted will or trust gives you peace of mind knowing your wishes will be honored. Contact Dan Beatty today for a free consultation.