What are the taxes my loved ones have to pay when I die?
When I die, how much are my people going to have to pay in taxes or other costs? Check out our summary of all the taxes involved when someone dies in California.
What happens if I forget to put an asset in my trust?
What happens if you die without putting your assets in the name of your trust? TLDR: usually probate court.
California Estate Planning Checklist: What You Need to Do Before You Die
TLDR: an estate plan that includes a trust, will, financial power of attorney, healthcare power of attorney — and know what assets you have and who you want to receive them.
What is the probate process in California?
If you die with only a will or no will in California, your estate goes through probate court to distribute assets.
California Estate Planning: Top 3 Facts Every Resident Should Know
Estate planning in California should avoid probate, ensure your stuff goes where you want it to when you die, and plan for incapacity.
What are the dates and deadlines when someone dies?
What are the deadlines when someone dies? Here’s a summary.
Do Debts Die with the Person?
Does debt die with a person? TLDR: No, but the debt doesn’t get moved to someone else either. The debt must be paid from the deceased’s assets.
If someone dies with a will, what happens?
Whether someone dies with just a will or without a will at all, their estate goes to probate court. Here’s what you can expect that to look like…
Should the Guardian and Financial Agents be the same person?
Should the guardian for your minor child be the same as the financial agent? Maybe. Maybe not. Here are some things to consider when thinking about a guardian.
California has a death with dignity (also called medical aid in dying) law. Here’s the info you need to know.
California has a death with dignity / medical aid in dying law. It’s called the End of Life Option Act. Here’s what you need to know.
Why can’t I just use the online will and trust programs?
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 house or open a bank account?
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?
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.
Three Tips For Your 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.
Exemptions and Exclusions for 2025
The federal estate and gift exemption and exclusions have increased in 2025.
Estate Planning and Fires
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.
Why Isn’t a Will Enough in California?
Why is a will not enough in California? TLDR: A will alone does not help you avoid probate! A comprehensive estate plan is the best way to ensure that you avoid probate court during your lifetime and after you die.
Case Study: Who’s Your Healthcare Agent?
Who is your healthcare agent? Do you know? Does your hospital or doctor know? Your advanced healthcare directive states who has the power to make healthcare decisions for you if you're not able to do so. Be sure your doctor has it!
What is a Power of Attorney?
What is a financial power of attorney? It’s a document that gives someone else the power to make financial decisions on your behalf if you’re incapacitated. It avoids going to probate court, and is a part of a comprehensive estate plan in California.
Case Study: Martha’s Power of Attorney
Martha’s power of attorney helped her loved ones avoid going to probate court when she was in the hospital. Read her story!