Transfer on Death Deeds are generally frowned upon as best practices in California estate planning. Here are the problems with TOD deeds, and why a comprehensive estate plan is a better choice.

Learn why a living trust in California is the best way to avoid probate, protect your assets, and keep your estate private

Avoid probate and protect your family with a comprehensive estate plan in California. Learn why you need a trust, will, financial POA, and healthcare POA

California’s New Probate Relief for Primary Residences: What You Need to Know about AB 2016 and Avoiding Probate

If you’ve got kids who are under 18, you need to select a guardian; here are tips for how to choose those people.

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 you die without putting your assets in the name of your trust? TLDR: usually probate court.

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.

If you die with only a will or no will in California, your estate goes through probate court to distribute assets.

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 deadlines when someone dies? Here’s a summary.

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 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 / 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 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.