If you've ever wondered how to add your home to a living trust — especially when there's a mortgage on it — this episode is for you.

I'm Michael Pevney, a California estate planning attorney, and I help families protect their homes, avoid probate, and create peace of mind through solid estate planning. In this episode, I explain the exact steps to transfer your real estate into your living trust — even if you still have a loan.

✅ Here's what you'll learn:

• Whether you need to refinance (hint: you don't)

• What the Garn–St. Germain Act says about mortgages and trusts

• How to properly draft and record a new deed

• What to do with rental or vacation properties

• How to avoid triggering a due-on-sale clause

Whether you live in California or another state, this is crucial information for any homeowner who wants to keep their property out of probate and make things easier for their loved ones.

📍 I've helped hundreds of clients place their homes — even out-of-state properties — into their trusts. In this episode, I share best practices so you can confidently do the same.

🔗 Learn more or schedule your free estate planning strategy session:

👉 https://www.ocestateplanlawyer.com

About Michael Pevney:

Michael Pevney is an estate planning attorney and the founder of Pevney Estate Planning, PC, located at 25201 Paseo de Alicia, Suite 140, Laguna Hills, CA 92653. He helps families throughout California create comprehensive estate plans that include wills, trusts, and powers of attorney — ensuring their loved ones are protected for generations.

💬 Have questions about estate planning or living trusts? Visit the link above to connect with Michael and schedule your free consultation.