If you are interested in creating a will or trust, review California-specific guides and consider whether to hire a lawyer or other estate planning professional. However, be aware that not every person offering to set up a trust is trustworthy.

Making an estate plan helps you make sure your belongings go where you want. It's wise to put your wishes in writing. There are no court forms to do this, but you can find free legal forms online to help you. Some of the forms let you name someone you trust to make healthcare and financial decisions for you if you become too sick to do so yourself.

Wills, estates, and advance care planning. Get basic information and links to sample legal documents (like a will or a power of attorney) to have a plan if you or someone you love becomes sick or dies.

2 天之前 · The basics of California estate planning, including living trusts, probate avoidance, trust administration and how to finally get your estate plan done. Clark Allison Feb 5, 2025 Everyone knows they need an estate plan, but most people think estate planning is complicated, so they put it off until the burden of putting it off becomes too great. ...

Legal documents, like a will or advance care directive, that say what you want to happen if you become sick or die. Who inherits property and how it gets transferred, including how to go to probate court. Options for helping someone with a disability, including conservatorships. Great! Anything you can share about what made it helpful?

The articles below cover the basics of probate-avoidance planning, and other aspects of estate planning in California. Additionally, Nolo's book, Every Californian's Guide to Estate Planning, covers all of the tax saving strategies and issues that are unique to California residents.

2023年3月27日 · Your ultimate guide to California estate planning: Navigate wills, trusts, probate, taxes & asset protection. Safeguard your family's future today! Access our free probate checklist.

2024年8月13日 · Estate planning for families in California requires a thorough understanding of wills, trusts, and guardianships. When used together, these legal tools provide a robust framework for managing and distributing assets, protecting minor children, and planning for incapacity.

2023年10月4日 · California's estate planning laws are comparatively straightforward. Estate planning documents are available online . Even though a will does not require an attorney, you should consider getting legal advice from an estate planning attorney before finalizing your will.

My estate planning services are designed to help you navigate the complexities of estate planning with ease and peace of mind. Whether you’re looking to protect your assets, pass your legacy to the next generation, or simply plan for incapacity, I can help make sure your wishes are legally documented and followed.