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.
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.
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.