Our Estate Planning and Probate Article Library

Our library articles contain vital information on living trusts, asset protection, incapacity planning, and probate requirements for California residents. Learn about what you must do, documents you will need, and deadlines you must meet in our online library.

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Why Disinheritance Is Rarely Simple
While California’s Probate Code affords adults the right to make estate decisions, disinheritance must always be enacted with an eye toward caution.

Category: Estate Planning
Trusts Are Only Effective if They’re Funded
A revocable living trust could help protect your assets from probate, but a trust is only effective when it is funded. Our California attorneys explain.

Category: Trust & Estate Administration
How to Include Your Religious Beliefs in Your Estate Plan
A comprehensive estate plan protects your legacy, but it can also accommodate your religious needs and beliefs. Our attorneys explain.

Category: Estate Planning
Why Millennials Can’t Afford to Overlook Their Estate Plans
A comprehensive estate plan can help millennials make critical decisions about their own health, wealth, and mental well-being. Our CA lawyers explain.

Category: Estate Planning
An Estate Plan Could Help You Protect Your Digital Assets for Future Generations
While California’s probate code is not designed to accommodate digital assets, a trust could help you protect your nonfungible tokens. Our attorneys explain.

Category: Estate Planning
How a Small Estate Affidavit Could Relieve the Rigors of Formal Probate
While a small estate affidavit could negate the need for formal probate in its entirety, not every California estate will qualify for an informal succession.

Category: Probate
California Residents Can Use Trusts to Keep Their Assets Safe From Prying Eyes
If privacy is important to you, a California estate planning attorney can help keep your assets safe from prying eyes. Our CA lawyers explain.

Category: Estate Planning
When to Consider Small Estate Administration
A small estate affidavit could help your family avoid the worst of probate. Our California attorneys explain how to avoid this time-consuming process.

Category: Probate
An Overview of California’s Probate Courts
California’s probate courts broadly oversee the administration of estates and trusts, as well as guardianship and conservatorship petitions.

Category: Probate
How to Create a Digital Estate Plan in California
While CA recognizes the legitimacy of a digital estate, establishing one that is comprehensive and secure still requires preparation. Our CA attorneys explain.

Category: Estate Planning
How to Protect a Loved One With Diminished Mental Capacity
If your spouse has diminished mental capacity or is of unsound mind, you may be able to petition the courts to help your loved one manage their assets.

Category: Estate Planning
What to Consider Before Entering Into a CA Joint Tenancy Agreement
Joint tenancy agreements are among the most common modes of homeownership, but they are not without disadvantages. Our CA attorneys explain.

Category: Estate Planning

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