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Los Angeles Probate, Estate & Tax Blog
Recent developments in Probate, Estate and Tax Law.
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How to Prepare a Trust Accounting in California: A Step-by-Step Guide
Serving as a trustee in California comes with significant fiduciary responsibilities, one of which is providing accurate and timely trust...
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How Does a California Trustee Resign from Trust Duties? | Declination vs. Resignation Explained
Being named as a trustee in a California trust comes with significant legal responsibilities. But what if you don’t want to accept the...
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How to Amend a California Trust: A Step-by-Step Guide
A revocable living trust is a key component of many California estate plans, offering privacy, probate avoidance, and control over how...
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How to Administer a Trust in California: A Step-by-Step Guide for Trustees
If you’ve been named as a trustee of a California trust, you’ve been given a significant legal and financial responsibility....
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Joint Trusts or Separate Trusts for Married Couples in California: Which Is Better?
When married couples in California begin their estate planning journey, one of the most important decisions they’ll face is whether to...
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What Is a Trust Protector in California? Role, Powers, and Benefits
Modern estate plans often include flexible tools to adapt to future changes, and one of the most powerful tools is the trust protector ....
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How Does a Trust Fund Work? A Beginner’s Guide to Trust-Based Estate Planning
When people hear the term trust fund , they often imagine vast fortunes passed down through generations of the wealthy. But in reality,...
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Does A New Will Override An Old Will In California?
When someone updates their estate plan, a common question arises: Does a new will automatically cancel out the old one? In California,...
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What Is the Simplest Type of Will in California? A Beginner’s Guide to Basic Wills
If you live in California and are just starting your estate planning journey, you might be wondering: What’s the simplest way to create a...
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Are Online Wills Legal in California? Everything You Need to Know in 2025
In today’s digital age, creating an online will has become a convenient option for many Californians looking to outline their final...
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What Are the Requirements of a Valid Will in California?
Creating a valid will is one of the most important steps in estate planning, ensuring that your assets are distributed according to your...
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How a Will or Trust Determines Home Ownership After Death in California
Estate planning is essential for ensuring a smooth transition of homeownership after death. In California, whether a property is...
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Can I Write My Own California Will and Have It Witnessed?
When it comes to estate planning, many people wonder if they can write their own will in California and have it legally recognized. The...
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Is My California AB Trust Obsolete? Should I Replace My AB Trust?
Example of a trusts & wills document in California Many Californians established AB trusts (also known as bypass trusts) to minimize...
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How to Get a Copy of a California Trust Document
Trust documents play a crucial role in estate planning, detailing how assets will be managed and distributed after the trustor’s death....
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