Truckee Wills & Trusts

Owned and Operated by
Davis Wills & Trusts

The Best Benefit is Peace of Mind

Plan for your family’s future by setting up a trust and estate plan.

Clients concerned with protecting their family’s health, wealth and security come to us for our experience and compassion.

Clients finish their estate planning with a strong sense of relief, accomplishment and hope for the future.

  • Minimize or eliminate taxes

  • Include instructions for your care if you become disabled

  • Name a guardian and trustee for young children

  • Protect beneficiaries from liability

  • Pass on your values (education, hard work, beliefs)

  • Transfer assets without involving the court system

  • Provide for the transfer or wrap up of your business

A good estate plan can and should:

Organize your records, correct property titles,

make beneficiary designations,

and get questions answered.

Would your family know where to find your financial records, ownership titles, and insurance policies 
if something happened to you? 

Davis Wills & Trusts can help you organize your records, update titles and beneficiary designations, and find and correct errors.  

For example, most people don’t know what wording was used on the title to their home when they purchased it or last refinanced.  The differences between "joint tenancy," "community property" or simply "husband and wife" can trigger significant taxes and probate court involvement for your family down the road.  

Creating a trust solves the problem.