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

FAQ in California Estate Planning

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.

In theory you can name your trust whatever you want; in practicality, your last name is usually the best course.

There are several ways to create an estate plan to make sure your pets are cared for when you die.

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

Disinheriting means excluding a family member from receiving anything from your estate. And it’s important you do it correctly.

The cost of probate in California is based on the gross assets of the person who died.

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

In general, the recipient of your assets doesn’t have to pay taxes, but let’s explain how taxes and estate planning work together.