Estate Planning Guides
Plain-English answers to the questions clients actually ask.
A growing library of short, practical guides on California estate planning, probate, and small-business formation — written by our team, updated as the rules change.
March 12, 2026
6 min read
Will vs. Trust: Which One Do You Actually Need?
Both documents move assets after death — but they work very differently. Here's how to choose the right one for your family.
→February 24, 2026
8 min read
What Happens in California If You Die Without an Estate Plan?
Intestate succession, probate timelines, and the state's default rules — and why they rarely match what families actually want.
→January 30, 2026
5 min read
Funding Your Living Trust: The Step Most People Skip
A Trust on paper means little if your assets aren't titled in its name. Here's a practical checklist to fund your Trust correctly.
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