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Most estate plans are not wrong. They are simply out of date, and the gap between the two is where families run into trouble. A trust signed in 2015 was accurate in 2015. Since then a house may have been refinanced, a retirement account rolled over, a marriage ended, a child turned 18, or the … Read more

Most families discover the problem the same way. Someone passes away, and within a week a family member is sitting at a kitchen table with a laptop, trying to close an account, retrieve photographs, or simply find out what subscriptions are still being charged to a card. The password is unknown. The account recovery process … Read more

Quick Answer Your successor trustee is the person who will manage your trust if you become incapacitated and settle it after your death. It is one of the most consequential choices in your entire plan, because this person will handle your finances, follow legal duties and deadlines, and can face personal liability for mistakes. The … Read more

Quick Answer A complete California estate plan generally rests on four core documents: a revocable living trust, a pour over will, a durable power of attorney for finances, and an advance health care directive. Summer, with its slower pace, is a natural time to confirm each one still reflects your family, your assets, and your … Read more

Quick Answer Beneficiary designations on retirement accounts, life insurance, and payable on death accounts control who inherits those assets, and they override whatever your will or trust says. A missing or outdated designation is one of the most common and costly estate planning mistakes, and it can force an account into probate or send it … Read more

Quick Answer In a blended family, a simple will or an outright gift to your spouse can accidentally disinherit your own children, because the surviving spouse controls where the assets go next. California families can prevent that outcome with careful planning, often using a trust that provides for the surviving spouse during their lifetime while … Read more

Quick Answer California’s probate threshold for 2026 is $208,850. Estates with probate assets above that amount generally require formal probate in the Superior Court. The figure has applied to deaths on or after April 1, 2025, under an inflation adjustment to the Probate Code. Importantly, the limit applies only to assets that would otherwise pass … Read more

Quick Answer As of April 1, 2025, California’s AB 2016 lets a primary residence valued up to $750,000 pass through a streamlined court process called a Petition to Determine Succession to Real Property, instead of full probate. It can save time for a narrow group of families, but it still involves a court hearing, it … Read more

Divorce reorders your life, and your estate plan needs to keep up. In the rush of dividing property and settling the details of a separation, updating estate planning documents is easy to put off. Yet those documents may still name your former spouse to inherit your assets, manage your finances, or make your medical decisions. … Read more

When you create an estate plan, one decision can often get less attention than it deserves: who will actually carry out your wishes. You can have a beautifully drafted will and trust, but those documents do not run themselves. A real person has to step in, take charge of your affairs, and see the plan … Read more