If you own a home in Westlake Village, Thousand Oaks, Agoura Hills, Newbury Park, or Simi Valley, estate planning isn’t just for the wealthy—it’s a smart move for any homeowner. One of the most common questions we hear at Lydia Gable Realty Group is:
“Do I need a will or a trust to protect my home?”

Let’s break it down—and explain why the difference really matters.

What’s the Difference Between a Will and a Trust?

A will is a legal document that outlines your wishes for your assets after death. But here’s the catch:
If you only have a will in place, your property will still go through probate—a lengthy and often expensive court process.

A trust, on the other hand, is a legal entity that holds your property while you're alive and smoothly transfers it after your passing—without going through probate. It offers more control, privacy, and efficiency, especially if you own real estate in California.

Why Homeowners in Westlake Village and Surrounding Areas Should Consider a Trust

If you own real property in Conejo Valley, a revocable living trust can help:

✅ Avoid probate costs and delays
✅ Keep your home in the family
✅ Protect your minor children’s inheritance
✅ Ensure a smooth transfer of assets

This is especially important in high-demand areas like Agoura Hills, Newbury Park, and Simi Valley, where home values continue to appreciate—and protecting that equity is key.

FAQ: Do You Need a Trust if You Own Real Estate in California?

Q: Can a will alone avoid probate in California?
A: No. Even with a will, your estate may be subject to probate unless it's held in a trust.

Q: Is a trust worth it if I only own one property?
A: Absolutely. A trust simplifies the process and can save your loved ones thousands of dollars in court fees.

Q: How do I set up a trust for my home?
A: You’ll want to work with a qualified estate attorney—but we’re happy to refer trusted professionals we’ve worked with locally in Westlake Village and beyond.

Why This Matters When You’re Buying or Selling a Home

At Lydia Gable Realty Group, we do more than help you buy or sell homes—we guide you through the big-picture decisions that protect your investments and your legacy. Whether you're relocating, downsizing, or passing property on to family, we’ll help you understand how trusts vs. wills affect your real estate.

And if you're in Conejo Valley, you're in one of the most competitive and desirable real estate markets in Southern California—making smart decisions even more essential.

Thinking of Selling or Transferring Property in Conejo Valley? Let’s Talk.

Understanding your estate plan is just one part of a smart real estate journey.
Whether you’re in Thousand Oaks, Agoura Hills, Westlake Village, Newbury Park, or Simi Valley, our team is here to provide expert guidance, trusted referrals, and real estate services tailored to your goals.

📞 Call us today to talk about your next move—or how to protect the one you’ve already made.