Work directly with your attorney. Clear advice. Thoughtful planning.
Meet Attorney David Calkins
Important family decisions deserve a conversation with the attorney who will handle your matter.
David F. Calkins is a California attorney based in Glendale, serving individuals and families throughout Southern California. His practice focuses on estate planning, uncontested probate, and trust administration.
David has been admitted to practice law in California since 2017. His practice focuses on estate planning and undisputed estate and trust matters.
Discuss your goals, ask questions, and receive guidance from the attorney responsible for your matter. David explains your options in plain language so you can make informed decisions.
Planning grounded in experience
David’s work administering estates and trusts informs his approach to planning: clear instructions, practical documents, and attention to how assets will actually pass to your family.
Help putting the plan into effect
Estate planning goes beyond signing documents. We prepare appropriate real estate transfer deeds and explain the funding steps needed to help your trust avoid probate.
Convenient from the first conversation
Start with a free phone consultation and a discussion of the scope and anticipated fees. Home and office signing appointments are available.
Our practice is limited to nonlitigation, undisputed matters. We do not handle litigation, will or trust contests, or other disputed matters.
A personal estate plan for your home, your family, and the people you trust to act for you.
Work directly with attorney David Calkins to create a living trust and the documents that support it. From our Glendale office, we help individuals and married couples throughout Southern California plan for incapacity and the transfer of their assets after death.
If you own a California home, have children, or want clear instructions for the people handling your affairs, a living trust is worth discussing. A properly funded trust can allow trust assets to pass to beneficiaries without a full probate proceeding. Whether it fits your situation depends on your assets, ownership, family, and goals.
A will, a trust, and beneficiary designations serve different purposes. During our consultation, David explains how they work together and which steps your plan needs.
What your estate plan can include
Revocable living trust
Instructions for managing trust assets and passing them to your chosen beneficiaries, with successor trustees you select.
Pour-over will
A companion will addressing assets left outside the trust, with guardian nominations for minor children when appropriate. A will alone does not avoid probate.
Durable financial power of attorney
Authority for a trusted person to assist with financial matters, within the terms of the document.
Advance healthcare directive and HIPAA authorization
Your healthcare wishes and the people authorized to make decisions and receive appropriate medical information.
Trust transfer deeds
Appropriate documents to transfer real property into your trust. We handle county recording of the deeds we prepare on your behalf.
Planning for individuals and married couples
Individual planning addresses your beneficiaries, decision-makers, and wishes. For married couples, we also discuss how each spouse owns property and what should happen after the first and second deaths. Blended families, minor children, and beneficiaries with special needs may require additional planning.
From conversation to completed plan
Talk with David. Discuss your family, assets, existing documents, and goals. David explains the proposed scope and fees before you decide to proceed.
Plan and review. We schedule a detailed planning call, prepare your documents, and review your questions and requested changes.
Sign conveniently. Arrange a home appointment with a notary or a signing at our Glendale office. Location and arrangements are confirmed in advance.
Complete the funding steps. We record the appropriate deeds we prepare and explain the account and beneficiary steps that remain for you to complete.
Marriage, a death, a new property, or a change in beneficiaries can make an existing plan worth reviewing. David assists with appropriate amendments and restatements. Learn when to review or update your living trust.
Common questions
Do I need a trust if I already have a will?
A will and a trust do different work. A will can direct who receives property, but property passing under a will may still need probate. David reviews your ownership and goals before recommending whether a trust is appropriate.
Will you record the deed for me?
Yes. For the appropriate real estate transfer deeds we prepare as part of your agreed scope, we submit them for county recording on your behalf. We discuss the property, recording costs, and any additional work before proceeding.
How much does an estate plan cost?
David provides a fee proposal based on your circumstances and the work required, including anticipated notary and recording costs. Call for a free initial phone consultation; you do not need to submit sensitive financial records to get started.
Can I meet with you if I live outside Glendale?
Yes. We work with clients throughout our Southern California service area. Planning discussions can begin by phone, and we discuss home or office signing arrangements during the consultation.
Based in Glendale. Serving Southern California.
David works with individuals and families throughout Los Angeles, Orange, Riverside, San Bernardino, Ventura, and Kern counties. Start with a phone consultation. Home and Glendale office signing appointments are available; we discuss location and arrangements before scheduling.
Our practice is limited to estate planning and undisputed matters. We do not handle litigation, will or trust contests, beneficiary disputes, or conservatorships.
Clear guidance through the court process after a loved one’s death.
We help executors and administrators move an undisputed California estate from the initial petition to final distribution, with practical guidance on the responsibilities along the way.
From appointment to distribution
Petitions for appointment and issuance of Letters
Required notices, filings, and court appearances
Inventory and appraisal coordination
Guidance on estate assets and administration
Petitions for final distribution and closing the estate
Is full probate necessary?
Not every estate requires a full probate. We evaluate appropriate alternatives, including spousal property petitions and small estate procedures, based on the assets and how they are titled.
Based in Glendale, we serve clients with matters in Los Angeles, Orange, Riverside, San Bernardino, Ventura, and Kern counties, including representatives who live outside California.
Spousal property petitions and smaller estates
A surviving spouse may be able to use a spousal property petition, and some estates qualify for a simpler transfer procedure. Eligibility depends on the assets, ownership, date of death, and applicable requirements. David reviews those details before recommending a process.
Start with the ownership records
A will does not, by itself, settle whether probate is needed. David reviews the assets, how they are titled, and any trust or beneficiary arrangements before discussing the appropriate procedure.
What to have available
The will or trust, death certificate if available, a general asset list, and current deeds help us understand the estate. If a trust exists but an asset was left outside it, ask about a Heggstad petition.
Common questions
Do I need to live in California to get help?
No. We assist representatives who live outside California with undisputed estates in the Southern California counties we serve.
How long does probate take?
The court’s calendar, notice periods, asset administration, and required filings affect timing. David can discuss the likely steps after reviewing the estate; a completion date cannot be guaranteed.
What if someone contests the will or petition?
The firm does not handle litigation or contested matters. Please identify any known dispute in your initial inquiry so the scope can be addressed promptly.
We handle uncontested probate only. We do not represent clients in litigation, will contests, contested petitions, or other disputed matters.
David works with individuals and families throughout Los Angeles, Orange, Riverside, San Bernardino, Ventura, and Kern counties. Start with a phone consultation. Home and Glendale office signing appointments are available; we discuss location and arrangements before scheduling.
Practical guidance for successor trustees after a loved one’s death.
Being named trustee can leave you responsible for unfamiliar documents, family questions, and property transfers. Attorney David Calkins helps successor trustees understand their role and move an undisputed trust administration forward.
Reviewing the trust and amendments and explaining your responsibilities
Identifying trust assets and reviewing ownership records
Preparing required notices to beneficiaries and heirs
Obtaining a trust tax identification number when needed
Affidavits of death and appropriate trust-related deeds
Organizing records, coordinating with tax professionals, and planning distributions
Where to begin
Gather the signed trust and amendments, the death certificate if available, a general asset list, and current deeds. Before distributing property, understand the trust’s instructions, who has authority to act, and the notices and other obligations that apply.
David reviews the circumstances and discusses the work needed. Some trustees need focused assistance with notices or a property transfer; others need guidance throughout the administration.
What if a home was left outside the trust?
A successor trustee’s appointment does not automatically resolve title to a home still held in the deceased person’s individual name. David can review whether an uncontested Heggstad petition, probate, or another procedure may be appropriate.
Undisputed administration, with a clear scope
We discuss the scope of representation and anticipated fees after learning about the trust, its assets, and the assistance you need. Our work is limited to undisputed administration; we do not represent clients in trust contests, beneficiary litigation, or competing ownership disputes.
Common questions
Do I have to live in California to get help?
No. We can assist a trustee who lives elsewhere with an undisputed California trust matter within our service area. Tell us where the property is located and where you live during the initial call.
Does a trust mean there is nothing to do after a death?
No. Even when trust property can pass without probate, the trustee may have notices, recordkeeping, property transfers, tax coordination, and distribution responsibilities. The work depends on the trust and its assets.
Can you help with just a deed or notices?
We discuss focused assistance as well as broader administration. David first reviews the documents and circumstances to determine what work is appropriate.
Based in Glendale. Serving Southern California.
David works with individuals and families throughout Los Angeles, Orange, Riverside, San Bernardino, Ventura, and Kern counties. Start with a phone consultation. Home and Glendale office signing appointments are available; we discuss location and arrangements before scheduling.
Our practice is limited to estate planning and undisputed matters. We do not handle litigation, will or trust contests, beneficiary disputes, or conservatorships.
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