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.
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.
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.
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!
Case Study: Why You Need an Estate Plan in California
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?
Why do I need an estate plan in California? TLDR: To avoid protect assets from probate, assist your family, and prevent disputes.
Resources for Grief - Including Anticipatory Grief
This is a list of resources for someone who is grieving, experiencing anticipatory grief, or is dying themselves.
What’s the full cost of probate in California?
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.
What type of estate plan does my 18 year old need?
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.
Common Myths About Estate Planning Debunked: Insights for California Residents
There are several myths about estate planning in California; let’s take them one by one!
Planning for the Inevitable: How to Safely Store Passwords in Case of Death
Secure Password Storage for Death: A Guide
What is the probate process in California?
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 in California?
When should you create an estate plan? When you’re 18, when you have a kid, when you accumulate assets, when you retire… anytime!