A Step-by-Step Guide to the California Probate Administration Process
The complex probate administration process in California. Timelines, executor duties, letters of administration, and closing an estate.
A Successor Trustee’s Checklist: The First 10 Steps to Take After a Death in California
Named a successor trustee in California? Here are the first steps for a trustee, from the death certificate to notifying beneficiaries.
What Is a Testamentary Trust? How It’s Different From a Living Trust in California
Discover the shocking truth about a testamentary trust California and why this trust created by a will may not protect your assets.
How a California Spendthrift Trust Can Protect a Beneficiary From Themselves
A spendthrift trust in California can protect an inheritance from creditors and poor decisions. Learn how a spendthrift clause works for asset protection.
Can a QPRT Help Reduce Your Estate Tax Bill in California?
Learn how a Qualified Personal Residence Trust (QPRT) works in California to help reduce estate tax before the 2026 exemption change.