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
Real estate usually pushes an estate over California's $208,850 probate threshold, so for most homeowners a trust is needed to avoid probate. Probate runs 12-18 months and $27,000-$68,000+ in fees. This is the #1 reason Californians create trusts.
QUESTION 5 OF 7
Do you have more than $208,850 in assets?
Include bank accounts, investments, retirement accounts, vehicles, and personal property.
Why we're asking this
California requires probate for estates exceeding $208,850. Probate costs 4-6% of your estate and takes 12-18 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
Do you have a beneficiary with special needs?
For example, someone who receives SSI or Medi-Cal.
Why we're asking this
Leaving assets outright to a beneficiary on needs-based benefits can disqualify them. A special-needs trust protects both the inheritance and their benefits — Attorney Gyene prepares these.