California Probate and Trust, PC

They're very nice and understanding people. Hey It's easy to understand everything.

From our first meeting, Dustin made what can feel like an overwhelming process very manageable. Estate planning is not something most people deal with often, and there are a lot of moving parts. He took the time to explain how a revocable living trust works, how it helps avoid probate, and why proper funding of the trust is just as important as drafting the documents themselves. He walked us through trustee selection, successor trustees, distributions, and how to think through allocations in a way that protects both assets and relationships. He also helped us think carefully about medical directives, powers of attorney, and incapacity planning. These are not easy conversations, but Dustin approached them with clarity and professionalism. He made sure we understood not just what we were signing, but why it mattered and how it would function in real life. One thing we appreciated most was his practical insight. He offered guidance on how to structure the trust in a way that supports our family long term, including considerations for future changes, potential tax implications, and how to avoid common mistakes that can create confusion later. He answered questions patiently and never rushed the discussion. The process was organized, timely, and efficient. We always knew the next step and felt confident that everything was being handled properly. By the end, we had a fully executed and funded trust, updated directives, and clear instructions for our trustees. More than anything, we now have peace of mind. We know our affairs are in order and that our family will be taken care of now and well into the future. We are grateful for Dustin’s guidance and would confidently recommend California Probate and Trust, PC to anyone looking for thoughtful and trustworthy estate planning support.

The process was very straightforward professional and timely. Great communication even through the holidays.

California Appropriate and Trust was outstanding. Dustin and Jennifer were incredibly supportive, knowledgeable, and efficient in helping us update my parents’ living trust from 1998 during a very sensitive time due to my mother’s health. Their compassion, clear guidance, and fast turnaround made a difficult process much easier. I highly recommend them to anyone needing a trust or estate planning—this is a team you can truly trust to take care of your family.

We went to setup a trust and worked with Dustin the entire time. He made the process very easy. We meet a few times to discuss what we wanted and he explained the whole thing in a very easy to understand way. Dustin made the whole process easy. We were very pleased with the result. I would highly recommend him.

It was a pleasure working with Dustin and his team at CPT. We had started the process of creating a trust with a different company, but it felt cookie cutter. When we started working with Dustin, his professionalism and expertise was clear. He included additional considerations and clauses that fit my specific situation. He spent the time needed to make sure I understood the trust and the decisions we were making. A trust is critical in California’s probate nightmare. Make sure you get it right! I rest well knowing if something tragic happens, my children and estate will be in good hands thanks to California Probate and Trust.

My brother and I, as co-trustees of our parents' trust, have received extraordinary support from both Dustin and Brandon. In each meeting we've had, what appears to be truly daunting procedures, paper work, necessary meetings, etc, have been handled so smoothy patiently, and effectively.

We chose CPT to do our trust. The whole experience was quick and easy. All of the staff were friendly and knowledgeable. Dustin was professional and answered all of our questions. We would choose him again for any other Estate needs.

They are professional and personal. We are very satisfied.

Rude and insulting

I have now used them for 4 trusts...I know im getting what I need and they are very professional!

This is the place to go if you need a will and/or trust. I finally have peace knowing everything is in order, should I pass before Jesus returns. The customer service is exemplary!

CPT has been an amazing asset for our entire family by providing nothing less than professional service and extremely detailed trusts and wills. Everyone there is awesome and knowledgeable in their areas of expertise. I highly recommend their services. Tom

Dustin was very helpful in figuring out a path forward on how to handle my Mom's estate after her passing. Thank you Dustin!

They were very helpful and knowledgeable about the trust- it started out for my husband and he passed right after starting the process and they helped me change everything to me - very grateful to them-

The staff is personable and professional. We would recommend CPT to everyone!

Mr McFarland explained to me in clear details the conditions of a trust and help me make the best decision for my family. I would definitely recommend him to my family and closets friends.

The CPT team was very helpful helping me understand the process and seeing it through. Dustin was very knowledgeable and friendly. Thanks so much!