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 You Need to Update Your Estate Plan After Moving to California
While many legal documents may still be valid after a move, you need to understand estate planning laws in the state where you choose to live. Learn more here.

Category: Estate Planning
Mother's Day Reflections by Arlyn Villanueva, Director of Operations & Estate Planning Paralegal - May 2021 Newsletter
We just wanted to take the time to wish all of the mothers, grandmothers, aunts, stepmoms, and mother figures a very Happy Mother's Day!

Category: Newsletters
Business Succession and Estate Planning
Only 10% of all family-owned businesses last beyond two generations, which is why it is important to have a business succession plan in place. Learn more here.

Category: Estate Planning
Estate Planning for Your Pet
CA is one of several states which lets residents name guardians or create trusts to ensure a pet is well cared for after their owners die. Learn more here.

Category: Estate Planning
Community Property in California
California is one of nine states with community property laws. These laws can have a significant impact on the estate plans of married couples. Learn more here.

Category: Estate Planning
"It's Time For..." Peter's Annual MLB Spring Training Trip - April 2021 Newsletter
Attorney Peter Keon discusses yet another trip to watch MLB Spring Training.

Category: Newsletters
Settling Debt on a California Estate
Whenever someone dies and leaves behind an estate in California, there’s the possibility creditors could make claims on the inheritance.

Category: Probate
An Overview of California’s Probate Process
If you’ve been made a custodian of a will or representative of an estate, you need to know California’s deadlines and expectations for probate. Learn more here.

Category: Probate
Preparing for the Unexpected - March 2021 Newsletter
Read about how our attorney, Peter Keon is "Preparing for the Unexpected" in our March Newsletter

Category: Newsletters
Estate Planning for People Who Are Single
Estate planning is not just for married couples. Single people need to plan for their future, as well. Learn why you need to create a plan if you’re not married

Category: Estate Planning
Marshalling and Managing Estate Assets
When you’ve been entrusted to manage an estate, you must gather all the deceased’s properties and create an inventory and appraise their value.

Category: Probate
An Intestate Will Leaves Your Assets and Loved Ones in the Court’s Hands
Sorting out an estate without a will can cause unexpected problems in California probate court. Learn more here.

Category: Estate Planning

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Overall, a very pleasant and efficient experience. Peter was excellent! John R.

We had a nice phone conversation. Norman N.

Extremely courteous. We also had questions, in which we received answers. Dennis F.

Well organized and able to answer all questions to my satisfaction. Brian B.

Being contacted by Jackie and having the opportunity to speak with Mr. Keon last week was beneficial. I was pleased to be able to make contact with you and get some follow up detail on the questions I had. Many Thanks to Mr. Keon Karen O.

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When You Want the Very Best for Your Loved Ones, Choose Us.

Experience and Expertise. Estate planning and post-death administration are all we do. Our attorneys have over 70 years of combined expertise in the field, and three of our attorneys have passed an additional Bar examination and peer review process to become State Bar Certified Specialists in Estate Planning, Trust and Probate Law. Two of our attorneys also have Master’s Degrees in Tax Law, giving us unique insight into how estate tax and income tax will affect your family’s inheritance.
Customization and Attention to Detail. Before we create or update your estate plan, we get to know you, your goals, and what matters to you most. We take the time to listen to your concerns and attend to each of your unique needs and desires as if they were our own. When we complete your plan, we perform a detailed quality control process to help ensure your objectives are met. We also provide you with a personalized Owner’s Manual containing all of your important documents, and your Successor Trustee with a Manual containing helpful, plain-English checklists and easy-to-follow procedures.
Lifetime Relationship. All of our estate plans include a free ongoing service package. We take phone calls any time you have questions, perform free estate planning checkups every three years, and keep you abreast of changes in the law and planning strategies with our complimentary newsletters and educational seminars. And, when the time comes, we will be there to help your trustee and loved ones.