Estate Planning Resources

We want all of our clients to be able to make educated, informed estate planning decisions. Below are some helpful resources for those in Orange County and greater southern California.

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Estate Planning Laws.

Construction of Wills and Trusts—California Probate Code explaining the necessary structure of wills and trusts.

Trust Law—California Probate Code governing all trusts.

Wills and Intestate Succession—California Probate Code explaining what happens if you die with and without a Will.

Powers of Attorney—California Probate Code governing temporary and durable Powers of Attorney.

Healthcare Decisions—California Probate Code explaining general health decision protocol, the Uniform Health Decisions Act and Advance Directive Registry.

Estate Planning-Related Organizations.

Orange County Estate Planning Council—Education resource to improve your knowledge of estate planning.

Family Law Facilitator—Resource to help you fill out court forms, get lawyer referrals, and get to legal aid clinics and self-help law centers.

State of California Department of Justice, Office of the Attorney General—Succinct breakdown of estate planning and introduction to California State Bar resources.

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Common Estate Planning Issues.

Not having an estate plan at all—One of the most common problems on estate planning is missing its importance.

Not updating your will—Leaving your new house out of your trust is a big problem.

Not planning for disability—Many people fail to incorporate Medi-cal planning in their estate plans.

Putting your child's name on the deed—Leaving your home to your children is common. Putting your child's name on the deed creates a tax fiasco.

Procrastinating—The waiiiiting is the hardest part!

Pro-Bono/Self-Help Estate Planning.

Public Law Center—Great local resource to help you with a multitude of legal issues.

California Courts: Wills, Estate and Probate— CA Government resource that explains important steps and provides necessary filings you can fill out yourself.

Superior Court of California, County of Orange—More local version of the above resource.

Legal Aid Society of Orange County—Another great resource that provides free legal advice and support.

Guardianship Clinic—Resource for petitioning to serve as a legal guardian for a child.

RECENT INSIGHTS

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Alternatives to Probate in California

Without a trust, probate is inevitable in California. That said, there are some probate alternatives. These alternatives to probate, if available, can transfer property in a decedent’s estate quicker and cheaper than a full, formal probate.

We Want to Keep Your Estate Planning Fees Low

Estate planning is often put on the back-burner. Sometimes people never get around to it. However, planning ahead is important because doing so can save you thousands and thousands of dollars.

Don't Let Your Retirement Account Get Cut in Half

Failing to make sure your estate planning is coordinated with your retirement planning can have serious adverse effects on your estate and its beneficiaries. At worst, you’re looking at a 50% excise tax staring you in the face.

Estate Planning is Cheaper Than You Think

The cost of an estate plan is much lower than you think. Being a California resident, you likely know that it takes little more than a house with a mortgage and a checking account to to approach an estate value at more than $500,000.

Stop waiting, and start planning smarter.

Start Planning Smarter

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