Our Most Frequently Asked Estate Planning Questions
If you are thinking about creating or updating an estate plan, these answers can help you better understand what documents you may need, when to update your plan, and why working with an experienced estate planning attorney matters.
What Documents Are Needed for an Estate Plan?
A comprehensive estate plan typically includes a revocable living trust, a pour-over will, a durable power of attorney for finances, an advance health care directive, and a HIPAA authorization. Together, these documents help protect you during your lifetime and after your death.
Do I Need a Lawyer for Estate Planning?
California does not legally require you to hire an attorney, but working with a qualified estate planning lawyer is strongly recommended. Improperly drafted documents can lead to costly court proceedings, family disputes, and unintended outcomes.
Can I Do Estate Planning Online or With a DIY Kit?
Online tools and DIY kits may create documents that appear valid, but they often contain errors, omissions, or provisions that may not comply with California law. An experienced estate planning attorney can help make sure your plan works when your family needs it most.
How Often Should I Update My Estate Plan?
You should review your estate plan at least every three years and after major life changes such as marriage, divorce, the birth of a child, the death of a beneficiary, or a significant change in your assets.
How Can I Prevent Family Conflicts Over My Estate?
Free Resources to Help You Plan with Confidence
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Estate Planning, Trust & Probate GlossaryLearn the meaning of common California estate planning, trust, and probate terms, from living trusts and powers of attorney to probate and trustee duties.
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Why Should You Attend Our Estate Planning Seminar (Before Your First Appointment With Us)We are often contacted by people just like you who want to create an estate plan. We always suggest attending one of our seminars first for very good reasons.
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Why You Need to Include All Your California Real Estate in Your Estate PlanLearn how to include real estate in your California estate plan. Discover smart strategies for property transfer, tax savings, and protecting your loved ones.
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Your Guide to a California Power of AttorneyLearn about the different types of powers of attorney and how they can protect you in this comprehensive guide by a California estate planning lawyer.
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A California Estate Planning Attorney’s Guide to 5 Essential Elements of a Comprehensive Estate PlanDiscover the five key components of a well-crafted California estate plan. Learn how an experienced estate planning attorney can help protect your legacy.
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What to Do When a Creditor Makes a Claim Against Your Loved One's Estate in California ProbateLearn what to do when a creditor makes a claim against your deceased loved one's estate in California probate, including the executor's responsibilities.
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Four Reasons to Avoid AI Estate Planning ToolsArtificial intelligence programs could help you write a will for free, but the risks of relying on imperfect technology could outweigh the rewards.
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What Women Need to Know About Estate PlanningEstate planning is a matter of practical necessity for married women and young professionals to protect their assets and preserve their independence.
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Protecting Your Family’s Financial Future From UncertaintyMaking an estate plan is often the only way for California veterans to ensure that their families and their finances remain safe from the threat of intestacy.
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Estate Planning in Your 60s: It’s Never Too Late to Get StartedIt’s never too late to start estate planning, but adults in their 60s and 70s have to be more proactive than those who are younger. Our CA attorney explains.
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Estate Planning in Your 30s: It’s Not Too EarlyWhile estate planning is rarely even a consideration for young adults, even a rudimentary plan can help families protect themselves from life’s uncertainties.
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How Court Procedures Can Impact the Inheritance of a Child Born to Unmarried ParentsCalifornia parents need an estate plan that expresses their decisions about the inheritance rights of an illegitimate child. Our CA attorney explains.
