California laws and regulations are constantly changing. For example, a particular statute that applies to the probate of California estates may have recently been revised, meaning the executor or trustee of an estate has different obligations than in the past.The best way to avoid mistakes in drafting estate planning documents or settling an estate in California is to consult a licensed attorney. If cost is a concern, let the attorney know you want to negotiate the fees in advance. See our tips for finding an attorney.
One way to reduce legal expenses for estate planning, estate administration or trust administration is to become familiar with the process by reading a guide or manual before meeting with an attorney. A good estate planning guide or trust administration manual will help you prioritize your questions and understand the steps involved so you know what to expect and how much each part of the process should cost. For a list of comprehensive books on estate planning, wills, living trusts, estate administration, probate, conservatorship, and guardianship, go to Estate Planning Books.The State of California also provides a great deal of estate, trust, and probate information online for free on various websites. A good starting point is The State Bar of California website which offers resources for the public. You may also be able to locate estate administration and
probate forms on the websites for your local courts. California has many public interest organizations that provide pro bono and low cost legal services to individuals that may not be able to afford a private attorney.For more information, visit our California Estate Plans page.
List of CA Estate Planning Books
The following is a list of books on California estate planning and probate for residents of the State:
Every Californian's Guide to Estate Planning: Wills, Trusts, and Everything Else by Liza W. Hanks
California Estate Planning by Milton Berry ScottCalifornia Wills, Trusts, and Estates by Susan F. FrenchYour California Wills, Trusts, & Estates Explained Simply: Important Information You Need to Know for California Residents by Linda C. AsharDavenport's California Will and Estate Planning Legal Forms Booklet by Alexander W. Russell and Ernest C. HopeCalifornia Wills and Trusts: Cases, Statutes, Problems, and Materials by Peter T. Wendel and Robert G. Popovich
Forms to Make an Estate Plan
The estate planning forms you need to make a will, living trust, financial power of attorney, and living will are available in some
estate planning software programs. This type of software usually includes other estate planning forms, including forms to help with guardianship, last wishes, and arranging for someone to care for your pet.California estate planning laws are complex. To avoid mistakes that could result in your will or trust being declared invalid and other mistakes that could prevent your last wishes from being honored, consult an attorney for assistance with your estate planning documents. See
fatal errors in execution.
How to Probate a California Estate
If you want an easy to understand guide on how to probate and settle an estate in California, get
How to Probate an Estate in California, Twenty Fourth Edition, by Julia Nissley. This probate guide contains several useful forms for California probate, such as forms that may be used to petition for administration of an estate. This guide is very comprehensive. It includes detailed information on the California Probate Code. This probate guide is suggested reading for anyone responsible for
estate administration in California, including executors, administrators, and trustees.The Pennyborn.com list of California estate planning books was updated on March 17, 2019.
INFORMATION ON THIS SITE, INCLUDING ARTICLES, ESTATE PLANNING FORMS, AND THE ESTATE PLANNING BLOG, DOES NOT CONSTITUTE LEGAL, FINANCIAL OR TAX ADVICE. Pennyborn.com is not a law firm and is not a substitute for a lawyer. Your use of this site does not create an attorney-client relationship. Information on this site is for educational purposes only and may not be accurate, complete or up to date.
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