Martha’s power of attorney helped her loved ones avoid going to probate court when she was in the hospital. Read her story!

Follow Jane’s case study and how her family had to cope with probate because her mom passed away without a comprehensive estate plan in California

Why do I need an estate plan in California? TLDR: To avoid protect assets from probate, assist your family, and prevent disputes.

This is a list of resources for someone who is grieving, experiencing anticipatory grief, or is dying themselves.

It’s easy to think about the cost of probate in terms of executor/attorney fees in California but there are other costs that the executor or administrator may need to pay up front and get reimbursed later by the estate.

When someone hits 18, they’re legally an adult and they need the documents to go along with becoming an adult — including an estate plan.

There are several myths about estate planning in California; let’s take them one by one!

Secure Password Storage for Death: A Guide

The probate process in California is lengthy and costly. Here are the steps involved — and how to avoid it!

When should you create an estate plan? When you’re 18, when you have a kid, when you accumulate assets, when you retire… anytime!

Healthcare Powers of Attorney, also called Advanced Healthcare Directives can be incredibly confusing. This guide will help explain the purpose and details.

Selecting a guardian for your minor children is incredibly difficult. This guide provides some helpful tips to consider!

Business succession planning is an important component of estate planning.

Probate court handles matters involving incapacity and death. It’s expensive, takes a long time, and it’s public.

In general, you should review your estate plan every 3-5 years to make sure it’s still working for you!

Every adult in California needs some kind of estate plan!

California does not have an estate & gift tax, but the federal government does. What’s the difference? How do they work together?

ChatGPT provides an answer to the eternal question: why do I need an estate plan in California?

There is no time by which you must have created an estate plan, but there are several factors that usually lead someone to create one.

A brief review of California estate planning….