Why can’t I just use an online provider instead of hiring an attorney? TDLR: cost, errors, thought process, team.

Do I need to update my trust if I buy a new house or open a new bank account? TLDR: no. There are other reasons to update your documents!

Who needs a trust in California? Generally, if you have more than $184,500 in assets, or you have a minor child, or you own real property, you probably should have a trust.

Once you have a trust, your work isn’t done! Be sure that your assets are in the name of the trust — and that your trust is listed as an insured in your homeowners insurance.

The federal estate and gift exemption and exclusions have increased in 2025.

The fires in Los Angeles are devastating - emotionally and physically. There are certain things we recommend doing if you have been impacted and, frankly, even if you haven’t.

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.