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Introduction to Estate Planning
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Our Planning Process
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Recent Videos

Does moving to another state affect your estate plan?

If you live in California and prepare a will or a trust and then move out of state, you may ...

What is not included in probate in California?

Well, there are several categories of assets that are not included in probate in California. The first category are assets ...

Is Probate Required for a Small Estate?

California defines a small estate as someone who passes away with less than $184,500 in his or her name on ...

Is Probate Public in California?

The answer is yes. Probate is a public proceeding in the Superior Court in California. What that means is that ...

Is probate necessary when there is only one beneficiary?

And the answer is it depends. If the beneficiary is the surviving spouse, then the surviving spouse may do what's ...

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530–763-0014

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