Journal
Plain-English guidance on wills, trusts, probate, and protecting your family in California.
Do I Still Need My Old A/B (Bypass) Trust in California?
For most California couples, an old-style mandatory A/B trust—also called a bypass or credit-shelter trust—is now often unnecessary and can actively hurt your heirs. Since portability became permanent,…
Read →Does a Will Need to Be Notarized in California?
No—a California will does not need to be notarized. A valid witnessed will requires your signature plus at least two witnesses who are present at the same time…
Read →What Happens If You Die Without a Will in California?
If you die without a will in California, you die “intestate,” and California’s intestate-succession statutes—not your wishes—decide who inherits (Prob. Code §6400). The most common myth is that…
Read →How Much Does an Executor or Trustee Get Paid in California?
They are paid under two different systems. A probate executor or administrator (the personal representative) earns a statutory fee set by a fixed percentage of the estate’s value…
Read →How to Choose a Trustee in California Without a Family Fight
The right trustee isn't the oldest child or the one who'd be offended to be passed over. It's the person who can stay calm, keep records, and treat…
Read →Revocable vs Irrevocable Trust in California: Which One?
For a typical California homeowner the answer is almost always a revocable living trust. Here's the plain-English difference, and the tax claims you should ignore.
Read →CA Digital Estate Planning Guide
Secure your CA Digital Estate Plan for 2026. Learn to manage online accounts, crypto & digital assets in California. Protect your digital legacy today!
Read →Add Your Kids to the Deed Instead of a Trust? (California)
Putting your kid on the deed feels simple and free. In California it quietly creates a tax bill, a creditor exposure, and a refinance problem. Here are the…
Read →Want a straight read on where you stand?
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