{"id":371782,"date":"2016-03-31T21:34:32","date_gmt":"2016-04-01T02:34:32","guid":{"rendered":"https:\/\/content.findlaw-admin.com\/ability-law\/state\/california-law\/california-estate-planning-laws.html"},"modified":"2023-10-04T14:48:08","modified_gmt":"2023-10-04T19:48:08","slug":"california-estate-planning-laws","status":"publish","type":"page","link":"https:\/\/www.findlaw.com\/state\/california-law\/california-estate-planning-laws.html","title":{"rendered":"California Estate Planning Laws"},"content":{"rendered":"\n<div class=\"wp-container-core-columns-is-layout-9d6595d7 fl-sectionWithSidebar fl-container fl-flex fl-flex-wrap fl-gap30\">\n    \n    <div class=\"fl-page-articles fl-section-main fl-section-main-full-width\">\n        <div\n    data-testid=\"fl-general-title\"\n    class=\"fl-general-title fl-flex fl-gap20 fl-items-end\"\n>\n    <div class=\"fl-general-title-heading fl-flex fl-flex-column\">\n        <h1\n            class=\"fl-h1 fl-general-title-title fl-no-spacing\"\n            data-testid=\"fl-general-title-title\"\n        >\n            California Estate Planning Laws\n        <\/h1>\n        <p\n            class=\"fl-general-title-description fl-text-xl fl-no-margin\"\n            data-testid=\"fl-general-title-description\"\n        >\n            California&#8217;s estate planning laws are comparatively straightforward.\n        <\/p>\n    <\/div>\n<\/div>\n\n<section class=\"fl-gutenberg-byline\">\n    <div class=\"fl-gutenberg-byline-content\">\n                    <p><i>Created by <a href=\"https:\/\/www.findlaw.com\/company\/our-team.html\">FindLaw&#8217;s team<\/a> of legal writers and editors<\/i><\/p>\n\n                | Last updated\n        <time>\n                            October 04, 2023\n                    <\/time>\n    <\/div>\n\n    \n    <details class=\"fl-gutenberg-byline-toggle fl-gutenberg-byline-legally-reviewed\">\n        <summary>\n            <i class=\"fl-gutenberg-byline-icon\" aria-hidden=\"true\"><\/i>\n            Legally Reviewed\n        <\/summary>\n\n        <div class=\"fl-gutenberg-byline-toggle-content\">\n            <p><em>This article has been written and reviewed for legal accuracy, clarity, and style by <a href=\"https:\/\/www.findlaw.com\/company\/our-team.html\">FindLaw\u2019s team of legal writers and attorneys<\/a> and in accordance with <a href=\"https:\/\/www.findlaw.com\/company\/company-history\/editorial-policy.html\">our editorial standards<\/a>.<\/em><\/p>\n\n        <\/div>\n    <\/details>\n\n    <details class=\"fl-gutenberg-byline-toggle fl-gutenberg-byline-fast-checked\">\n        <summary>\n            <i class=\"fl-gutenberg-byline-icon\" aria-hidden=\"true\"><\/i>\n            Fact-Checked\n        <\/summary>\n\n        <div class=\"fl-gutenberg-byline-toggle-content\">\n            <p><em>The last updated date refers to the last time this article was reviewed by FindLaw or one of our <a href=\"https:\/\/www.findlaw.com\/company\/our-team\/contributing-authors.html\">contributing authors<\/a>. We make every effort to keep our articles updated. For information regarding a specific legal issue affecting you, please <a href=\"https:\/\/lawyers.findlaw.com\/?fli=bylinelink\" target=\"_blank\" rel=\"noopener\">contact an attorney in your area<\/a>.<\/em><\/p>\n\n        <\/div>\n    <\/details>\n<\/section>\n<p>Although it sounds dramatic, writing your last will and testament is something everyone should do. Even if you don&#8217;t think you have enough property to worry about, your family members need instructions about your final healthcare decisions, care of any minor children, and other needs.&nbsp;Estate planning documents are&nbsp;<a href=\"https:\/\/www.findlaw.com\/forms\/estate-planning.html\">available online<\/a>.<\/p>\r\n<p>Even though a will does not require an attorney, you should consider getting legal advice from an estate planning attorney before finalizing your will. Wills are legal documents, and an attorney can review your will for accuracy.<\/p>\r\n<p>In California, wills also have requirements for witnesses and notaries.<\/p>\r\n<p>You can find more information on California Estate Planning Laws below. If you&#8217;re looking for an&nbsp;<a href=\"https:\/\/lawyers.findlaw.com\/estate-planning\/california\/?fli=dcta\" target=\"_blank\" rel=\"noopener\">estate planning lawyer<\/a>, you can find one near you with FindLaw&#8217;s attorney referral service.<\/p>\r\n<div id=\"readmore\"><h2>California Wills<\/h2>\r\n<p>A will leaves personal and real property to beneficiaries after the person who wrote the will (the &quot;testator&quot;) dies. That&#8217;s the basic definition of a will. You don&#8217;t need to have a particular amount of money or type of property to leave a will.<\/p>\r\n<p>In&nbsp;<a href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-wills-laws.html\">California<\/a>, you must meet a few basic requirements. You must:<\/p>\r\n<ul>\r\n<li>Be 18 years of age<\/li>\r\n<li>Be of sound mind<\/li>\r\n<li>Have two witnesses available to sign your will<\/li>\r\n<\/ul>\r\n<h3>Probate<\/h3>\r\n<p>If your estate (the total amount of money and property you have at death) exceeds $184,500, it must go through&nbsp;<a href=\"https:\/\/www.findlaw.com\/estate\/probate\/probate-courts-laws.html\">probate<\/a>. The California probate process determines if the will is valid and pays any debts the decedent owed before the heirs and beneficiaries receive anything.<\/p>\r\n<p>Probate court in California can last from nine to 18 months, although it generally takes about a year to notify creditors and resolve any issues. People with real estate or large bank accounts may want to consider other methods of disposing of their estates.<\/p>\r\n<h3>Dying Without a Will<\/h3>\r\n<p>Dying without a will is called<a href=\"https:\/\/www.findlaw.com\/legalblogs\/law-and-life\/what-happens-if-you-die-without-a-will\/\">&nbsp;intestacy<\/a>. If you leave a small estate or your family knows your wishes, your estate does not need to be probated. In the state of California, all property goes to the surviving spouse, and then to any surviving children. This only causes issues if there was any specific property you promised to anyone, and there is no written record to confirm it.<\/p>\r\n<h2>California Trusts<\/h2>\r\n<p>A trust is a method of ensuring property goes to designated beneficiaries without using probate. It requires the person who owns the property (the &quot;grantor&quot;) to allow another person (the &quot;trustee&quot;) to administer the property on behalf of the beneficiaries while the grantor is still alive.&nbsp;<a href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-trust-laws.html\">California trust laws<\/a>&nbsp;allow the grantor to be trustee and beneficiary of the trust as long as there is at least one other beneficiary.<\/p>\r\n<p>While you are alive, the trust is a &quot;living trust&quot; or a &quot;revocable living trust.&quot; You can still make changes to the trust when you choose. A revocable trust becomes a testamentary trust after you die. A trust the beneficiary can&#8217;t change is an irrevocable trust.<\/p>\r\n<p>The main advantage of a trust is it does not need to be probated.<\/p>\r\n<p>The trustee&#8217;s duties include paying estate taxes and creditors from the trust property, including the final payments upon the grantor&#8217;s death. This means there is no need for probate. The trustee can distribute the trust assets according to the trust instructions immediately.<\/p>\r\n<h2>Living Wills and Powers of Attorney<\/h2>\r\n<p>Although the name is similar, a&nbsp;<a href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-living-wills-laws.html\">living will<\/a>&nbsp;has nothing to do with your property. In California, a living will is more appropriately called an advance health care directive. These documents give you and your loved ones peace of mind if you cannot make medical decisions.<\/p>\r\n<p>California&#8217;s living will laws allow you to designate a friend, family member, or other individual to make decisions about life-prolonging medical treatment if you are unable to tell the doctors what you want. If you do not want treatment that will prolong an irreversible condition, your designated agent can speak on your behalf based on what you stated in your living will.<\/p>\r\n<p>For routine medical care, if you are unable to express your wishes, you need a&nbsp;<a href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-durable-power-of-attorney-laws.html\">durable power of attorney<\/a>. Durable powers of attorney (POA) let you name another person to act as your agent and make decisions on your behalf. You can limit the powers of attorney. For instance, a financial power of attorney can only decide financial matters. A medical power of attorney can make medical decisions when you are unable to do so.<\/p>\r\n<p>Whenever you want to revoke a durable power of attorney, you simply tell your doctor you want to end it.<\/p>\r\n<h3>What About Death With Dignity Laws?<\/h3>\r\n<p>The California&nbsp;<a href=\"https:\/\/www.cdph.ca.gov\/Programs\/CHSI\/pages\/end-of-life-option-act-.aspx\" target=\"_blank\" rel=\"noopener\">End of Life Law<\/a>&nbsp;has undergone some changes since the first End of Life law was passed in 2015 and repealed two years later. The current law, CA Health &amp; Safety Code section 443 &#8211; 443.22, is unrelated to the California probate code.<\/p>\r\n<p>The End of Life law involves a decision made by a terminally ill individual during the last days or hours of life and is not relevant to estate planning issues.<\/p>\r\n<h2>Updating Your Estate Plan<\/h2>\r\n<p>Once you write a will, trust, or living will, keep it up to date. Any changes to your will must follow the same legal requirements as the original. People sometimes think crossing out a beneficiary or a bequest and writing in a new one is fine as long as they initial and date it. This is incorrect. Estate planning services should explain this to you, but be sure you ask an attorney.<\/p>\r\n<p>If you and a spouse write a will together and get divorced, California probate law revokes all inheritances each spouse would have received from the other. However, this is not the end of the matter. Case law may grant your former spouse things like your life insurance policy, retirement account, and similar financial property unless you have a new will. Following a divorce, you should see an attorney to revoke your first will and write a new will.<\/p>\r\n<p>You should update your trust the same way. You need a successor trustee in case your designated trustee is unable to serve or predeceases you. It&#8217;s a good idea to review your trust administration periodically and ask your trustees if they&#8217;re still willing and able to serve. Keep addresses and contact information current.<\/p>\r\n<h2>Today Is a Good Time To Plan for Tomorrow<\/h2>\r\n<p>Californians don&#8217;t want to think about their last days any more than other Americans. Leaving your family without letting them know your wishes is never a good idea. If you become ill or incapacitated and cannot let them know what you want in your final days, they won&#8217;t be able to help you, even if they know what you want. State law requires legal documents, and the courts are reluctant to intervene.<\/p>\r\n<p>Take time to find a&nbsp;<a href=\"https:\/\/lawyers.findlaw.com\/probate-estate-administration\/?fli=dcta\" target=\"_blank\" rel=\"noopener\">probate attorney near you<\/a>, and spend some time writing out a will, trust, and\/or advance medical directive. Give yourself and your relatives some peace of mind.<\/p>\r\n<\/div>\r\n\n<div class=\"categoryContainer container responsivegrid\">\n            <h2>Learn About California Estate Planning Laws<\/h2>\n    \n    <div class=\"grid category-container-grid\">\n            <div class=\"g-col-12 g-col-md-6\">\n        <ul class=\"nav-links fl-list-style-none fl-no-margin-horizontal\">\n                            <li>\n                    <h3>                                                    <a title=\"California&#x20;Durable&#x20;Power&#x20;of&#x20;Attorney&#x20;Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-durable-power-of-attorney-laws.html\">\n                                California&#x20;Durable&#x20;Power&#x20;of&#x20;Attorney&#x20;Laws\n                            <\/a>\n                                            <\/h3>\n                    <p><p>Specifics of California&#8217;s laws regulating the durable power of attorney, a legal process by which certain decisions about a person&#8217;s health and medical care may be made by another person.<\/p>\n<\/p>\n                                    <\/li>\n                            <li>\n                    <h3>                                                    <a title=\"California&#x20;Wills&#x20;Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-wills-laws.html\">\n                                California&#x20;Wills&#x20;Laws\n                            <\/a>\n                                            <\/h3>\n                    <p><p>Basic legal requirements and for writing a will in California, including the minimum age; the number of witnesses; and links to other related articles and resources.<\/p>\n<\/p>\n                                    <\/li>\n                    <\/ul>\n    <\/div>\n            <div class=\"g-col-12 g-col-md-6\">\n        <ul class=\"nav-links fl-list-style-none fl-no-margin-horizontal\">\n                            <li>\n                    <h3>                                                    <a title=\"California&#x20;Living&#x20;Wills&#x20;Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-living-wills-laws.html\">\n                                California&#x20;Living&#x20;Wills&#x20;Laws\n                            <\/a>\n                                            <\/h3>\n                    <p><p>Helpful summary of California laws related to living wills and advance directives, including the legal requirements for a living will; the validity of such a will in other states; and more.<\/p>\n<\/p>\n                                    <\/li>\n                            <li>\n                    <h3>                                                    <a title=\"California&#x20;Euthanasia&#x20;Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-euthanasia-laws.html\">\n                                California&#x20;Euthanasia&#x20;Laws\n                            <\/a>\n                                            <\/h3>\n                    <p><p>The basics of California&#8217;s Natural Death Law, which prohibits euthanasia (mercy killing) but allows for the withholding of food and medical care for terminal patients who choose to do so.<\/p>\n<\/p>\n                                    <\/li>\n                    <\/ul>\n    <\/div>\n    <\/div>\n<\/div>\n<div>\n    <div id=\"fl-content-list-container\"\n        class=\"fl-flex fl-flex-column fl-content-list-container\">\n                    <h2>California Estate Planning Law Articles<\/h2>\n        \n        <ul class=\"fl-list fl-content-list fl-no-margin\" data-testid=\"fl-content-list\">\n                            <li class=\"fl-list-control-list-item\" data-testid=\"fl-content-list-item\">\n                    <i class=\"fa fa-angle-right medium\" aria-hidden=\"true\"><\/i>\n                    <a title=\"California Civil Statute of Limitations  Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-civil-statute-of-limitations-laws.html\" class=\"fl-list-item-link\">\n                        California Civil Statute of Limitations  Laws\n                    <\/a>\n                <\/li>\n                            <li class=\"fl-list-control-list-item\" data-testid=\"fl-content-list-item\">\n                    <i class=\"fa fa-angle-right medium\" aria-hidden=\"true\"><\/i>\n                    <a title=\"California Durable Power of Attorney Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-durable-power-of-attorney-laws.html\" class=\"fl-list-item-link\">\n                        California Durable Power of Attorney Laws\n                    <\/a>\n                <\/li>\n                            <li class=\"fl-list-control-list-item\" data-testid=\"fl-content-list-item\">\n                    <i class=\"fa fa-angle-right medium\" aria-hidden=\"true\"><\/i>\n                    <a title=\"California Euthanasia Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-euthanasia-laws.html\" class=\"fl-list-item-link\">\n                        California Euthanasia Laws\n                    <\/a>\n                <\/li>\n                            <li class=\"fl-list-control-list-item\" data-testid=\"fl-content-list-item\">\n                    <i class=\"fa fa-angle-right medium\" aria-hidden=\"true\"><\/i>\n                    <a title=\"California Living Wills Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-living-wills-laws.html\" class=\"fl-list-item-link\">\n                        California Living Wills Laws\n                    <\/a>\n                <\/li>\n                            <li class=\"fl-list-control-list-item\" data-testid=\"fl-content-list-item\">\n                    <i class=\"fa fa-angle-right medium\" aria-hidden=\"true\"><\/i>\n                    <a title=\"California Trust Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-trust-laws.html\" class=\"fl-list-item-link\">\n                        California Trust Laws\n                    <\/a>\n                <\/li>\n                            <li class=\"fl-list-control-list-item\" data-testid=\"fl-content-list-item\">\n                    <i class=\"fa fa-angle-right medium\" aria-hidden=\"true\"><\/i>\n                    <a title=\"California Wills Laws\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-wills-laws.html\" class=\"fl-list-item-link\">\n                        California Wills Laws\n                    <\/a>\n                <\/li>\n                            <li class=\"fl-list-control-list-item\" data-testid=\"fl-content-list-item\">\n                    <i class=\"fa fa-angle-right medium\" aria-hidden=\"true\"><\/i>\n                    <a title=\"Revocable Living Trusts in California\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/revocable-living-trusts-in-california.html\" class=\"fl-list-item-link\">\n                        Revocable Living Trusts in California\n                    <\/a>\n                <\/li>\n                    <\/ul>\n    <\/div>\n<\/div>\n<script type=\"application\/ld+json\">\n  {\n    \"@context\":\"https:\/\/schema.org\",\n    \"@type\":\"ItemList\",\n    \"itemListElement\":\n    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