California Estate Planning Resources
Explore practical California estate planning guidance from the American Estate Planning Series. Use the sections below to learn about living trusts, probate, incapacity planning, inheritance decisions, and other issues that affect California families. Educational videos and resources from AEPS California Contributing Attorneys will continue to be added as this library grows.
Jump to a Topic
Choose a topic below to go directly to the California estate planning information you’re looking for.
Getting Started
If you are just beginning, start here. These videos explain some of the basic decisions involved in creating a California estate plan and how wills, trusts, incapacity planning, and other essential documents fit together.
What Makes Estate Planning in California Different?
Will or Trust in California? Which One Do You Need?
The 2 Estate Planning Documents Every California Adult Should Have
Can You Still Make an Estate Plan at 97?
Living Trusts
How to Fund a Living Trust in California the Right Way
Should You Add Your Child to the Deed to Your California Home?
California Probate
She Wanted Her Daughter to Get the House—But She Died Without an Estate Plan
Powers of Attorney & Health Care
Who Should Be Your Financial Power of Attorney?
Inheritance & Beneficiary Planning
How to Leave an Equal Inheritance to Kids Who Handle Money Differently
Choosing Who Will Be in Charge
Who Should Be Your Successor Trustee? Don’t Just Pick the Oldest Child
Ready for Guidance Specific to Your Situation?
These resources can help you understand your California estate planning options, but every family and estate plan is different. If you are ready for advice specific to your circumstances, Michael Pevney and Pevney Estate Planning help individuals and families throughout California create thoughtful estate plans designed around their goals.
Call Pevney Estate Planning: (949) 377-2996
Visit Pevney Estate Planning: ocestateplanlawyer.com