Estate Planning Resources for California Families
Free guides, a California probate cost calculator, and educational articles to help you understand estate planning before you commit to anything.
Free guides to Help You
Plan with Confidence
Free California Estate Planning Resources & Guides
These free resources were created to help California families understand estate planning before making any decisions. No obligation — just clarity.
Before the Storm - Abbreviated Estate Planning Guide
Your Family’s Planning & Peace Blueprint. Have you ever thought about what would happen tomorrow if you couldn’t make decisions, or if someone in your family passed away unexpectedly? You are in the right place.
What's inside:
Real statistics · The true cost of waiting · What to do before anything happens · When someone you love passes.
California Revocable Living Trust Free Guide
Everything California homeowners and families need to understand before deciding whether a trust is right for them. Plain-language explanation of how trusts work, what they avoid, and what questions to ask.
What's inside:
How trusts avoid probate · Trust vs Will comparison · Funding your trust · Common mistakes · Who needs one
Estate Planning Checklist When Someone Passes Away
A practical, step-by-step checklist to help you prepare for estate planning conversations. Covers the questions most families don't think to ask until it's too late — and the documents you'll want to have ready.
What's inside:
How trusts avoid probate · Trust vs Will comparison · Funding your trust · Common mistakes · Who needs one
START WITH CLARITY
Estate planning does not need to feel overwhelming.
Understand your situation - Answer initial questions - Determine the right next step