A California estate plan is usually a coordinated set of documents rather than a single form. Depending on the family and assets involved, planning may include a revocable living trust, a pour-over will, durable financial powers of attorney, advance healthcare directives, and documents that transfer appropriate property into the trust. Beneficiary designations and real-estate deeds should also be reviewed because they can control how property passes. This general information is not legal advice; an attorney should evaluate the facts of a specific situation.
What a California Estate Plan Typically Includes
A practical overview of the core documents families commonly discuss when building a coordinated California estate plan.
By CJ Fiorelli, J.D. · ·
This article is part of our Estate Planning legal services topic.
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Related frequently asked questions
What does a California estate plan typically include?
Depending on the client, a coordinated plan may include a living trust, will, financial power of attorney, advance healthcare directive, deeds, and a review of beneficiary designations. The right combination depends on the family, assets, and goals.
What happens if someone dies without a will or trust in California?
California intestacy rules may determine who receives property that does not pass through a beneficiary designation, joint ownership, trust, or another transfer method. Probate may be required depending on the assets and circumstances.
This information is general education and is not legal advice. Every situation is different.