Answer 7 quick questions to get personalized recommendations
QUESTION 1 OF 7
How old are you?
Estate planning is available for adults 18 and older in California.
Why we're asking this
You must be at least 18 years old to create legally binding estate planning documents in California.
QUESTION 2 OF 7
What's your marital status?
This helps us recommend the right package for you.
Why we're asking this
Married couples need coordinated estate plans for both spouses. California's community property laws also affect how assets are distributed.
QUESTION 3 OF 7
Do you have children under 18?
Naming guardians for minor children is crucial.
Why we're asking this
If you have minor children, you need to name guardians who will care for them if something happens to you. This can only be done through a will or pour-over will.
QUESTION 4 OF 7
Do you own real estate in California?
This includes your home, rental properties, land, or any real property.
Why we're asking this
California real estate triggers probate regardless of value. A living trust avoids the 18-24 month probate process and saves $27,000-$68,000+ in fees. This is the #1 reason Californians create trusts.
QUESTION 5 OF 7
Do you have more than $184,500 in assets?
Include bank accounts, investments, retirement accounts, vehicles, and personal property.
Why we're asking this
California requires probate for estates exceeding $184,500. Probate costs 4-6% of your estate and takes 18-24 months. A living trust avoids this entirely.
QUESTION 6 OF 7
Do you own a business?
This includes sole proprietorships, LLCs, partnerships, or corporations.
Why we're asking this
Business owners need succession planning to ensure smooth transitions. A living trust helps avoid probate delays that could harm your business operations.
QUESTION 7 OF 7
Would you like to speak with an attorney?
Free consultation available to discuss your situation.
Why we're asking this
Complex situations benefit from attorney guidance. All our documents are attorney-reviewed, but you can also schedule a free consultation for personalized advice.