Including dependent adults in a living trust helps ensure their protection and care. We Help You Legal, a San Luis Obispo legal document assistance service, explains the benefits of creating a special needs sub-trust for dependent adults.
PASO ROBLES, Calif., Oct. 29, 2025 /PRNewswire-PRWeb/ -- One effective way to make sure dependent adults are protected is to include them in a living trust. There are several considerations for providing for a dependent adult that go beyond who will take care of them if the primary guardian dies. The San Luis Obispo legal document assistance service, We Help You Legal, recently shared some important reasons for establishing a special needs sub-trust to care for dependent adults.
The dependent adult can be a child who has reached legal age but still needs care, an adult relative for whom the trust grantor is a legal guardian, or any adult who is dependent on the care of others. The reasons for naming a dependent adult as a beneficiary in a sub-trust of a revocable living trust include:
- Maintaining privacy. Living trusts are not public information, and asset distribution is managed privately. Privacy preserves personal dignity and is an additional safeguard to protect the dependent person from exploitation.
- Preserving government benefits, such as SSI and Medicaid, can be critical to well-being. A living trust can ensure the dependent adult remains eligible for these benefits, while still having other life needs met. The living trust packet supplied by the San Luis Obispo living trust service assists with collecting and recording all of the benefits being received.
- Providing continuous managed support by specifying detailed guidelines for the trustee to follow. Specific guidelines ensure that ongoing care and needs are met if the dependent adult cannot manage for themselves or isn't capable of making sound healthcare or financial decisions.
- Planning for caregiver death by ensuring the dependent receives uninterrupted care and support if the caregiver dies. Just as a living trust can designate guardians for minor children in the event of parents' deaths, it can also designate guardians for dependent adults.
- A living trust helps shield vulnerable adults from creditors, lawsuits, and predators.
- Additional considerations include providing lifetime asset management, addressing unique living needs, and legally avoiding the delays and costs of probate.
A living trust provides a comprehensive and flexible way to ensure continued financial support and quality of life after the caretaker's death.
The San Luis Obispo living trust legal document assistance services offered by We Help You include a downloadable Living Trust Package, estate planning services, and assistance with completing all of the legal documents necessary to establish a trust and an estate plan.
The living trust packet assists with gathering all of the information to establish the trust, including creating sub-trusts for minor beneficiaries and special needs sub-trusts for beneficiaries with special needs.
The Legal Document Assistants (LDA) at We Help You Legal assist with completing the trust documents, including the Certification of Trust, and a Pour Over Will, stating that all property at the time of death is transferred into the trust.
We Help You Legal's estate planning assistance includes:
- Revocable living trust
- Certification of Trust
- Pour of Will.
- Power of attorney for healthcare management, which establishes personal wishes for medical care and end-of-life decisions, appoints a person you trust to carry out the healthcare decisions, and includes a HIPAA Release Authorization.
- Power of attorney for financial management to appoint one or more persons to manage finances and property in the event of incapacitation.
- Final arrangements, establishing disposal of your remains, such as cremation, or organ donations, location of burial or scattering ashes, and preferences for ceremonies and funeral.
We Help You Legal is a legal document assistance service that helps with completing documents for a variety of matters, including divorce, adoptions, name changes, guardianships/conservatorships, and other matters.
We Help You Legal is a "self-help" legal document assistance company that provides document preparation without the high cost of an attorney. We Help You Legal, Inc. is not a law firm. We cannot represent you in court, advise you about your legal rights or the law, or select forms for you.
We Help You Legal, Inc.
3594 Broad St #100
San Luis Obispo, CA 93401
(805) 221-7300
Media Contact
Jacquelyn Iddings, Access Publishing, 8052269890, [email protected]
SOURCE We Help You Legal, Inc.
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