{"id":371782,"date":"2016-03-31T21:34:32","date_gmt":"2016-04-01T02:34:32","guid":{"rendered":"https:\/\/ability-fl-prod.internetbrands.com\/ability-law\/state\/california-law\/california-estate-planning-laws.html"},"modified":"2026-06-17T13:51:42","modified_gmt":"2026-06-17T18:51:42","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<div class=\"fl-page-articles fl-section-main fl-section-main-full-width\"><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\n<section class=\"fl-gutenberg-byline\">\n    <div class=\"fl-gutenberg-byline-content\">\n                    By <a href=\"https:\/\/www.findlaw.com\/company\/our-team\/carol-clasby-j-d\/\">Carol Clasby, J.D.<\/a> | Legally reviewed by <a\n                href=\"https:\/\/www.findlaw.com\/company\/our-team\/catherine-hodder-esq\/\">Catherine Hodder, Esq.<\/a>\n                | Last updated\n        <time>\n                            June 17, 2026\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\n\n<div class=\"fl-key-takeaways fl-mb30\" data-testid=\"fl-key-takeaways\">\n    <div class=\"fl-card-content\">\n        <div class=\"fl-card-body fl-card-bg-teal fl-flex fl-flex-column\">\n                            <h2 class=\"fl-card-title fl-h2 fl-no-margin\">Key Takeaways<\/h2>\n                        <p><span data-term-id=\"41348957\">California<\/span> <span data-term-id=\"41349019\">estate planning<\/span><span data-term-id=\"41349019\"> laws<\/span> cover how your assets are handled during an <span data-term-id=\"41349029\">incapacity<\/span> or after your death. Important estate planning tools such as wills, <span data-term-id=\"41349015\">revocable <\/span><span data-term-id=\"41348955\">living trusts<\/span>, and <span data-term-id=\"41348979\">durable <\/span><span data-term-id=\"41348947\">powers of attorney<\/span> ensure your healthcare and financial wishes are honored.<\/p>\n\n        <\/div>\n    <\/div>\n<\/div>\n\n\n<div><p>The most important thing to know about estate planning is that it\u2019s for everyone. Estate planning is not only for the uber-wealthy, but instead for anyone who wants to have a say in how things are handled if they become incapacitated and when they die. An estate plan is basically a set of instructions that you provide ahead of time. This article explores what an estate plan is, the different ways you can plan ahead, and some unique aspects of <span data-term-id=\"41348973\">California<\/span><span data-term-id=\"41348973\"> law<\/span>.<\/p>\n<h2>What Is an Estate Plan?<\/h2>\n<p>Your estate is all of the things you own (assets). This includes <span data-term-id=\"41349005\">real property<\/span> (<span data-term-id=\"41348959\">real estate<\/span>), personal property, <span data-term-id=\"41348999\">retirement accounts<\/span>, <span data-term-id=\"41348995\">life insurance<\/span> benefits, collections, business interests, and more. <a href=\"https:\/\/www.findlaw.com\/forms\/resources\/estate-planning\/what-are-digital-assets.html\">Digital assets<\/a>, such as cryptocurrency, loyalty rewards, subscriptions, cloud storage, and your online presence, are also part of your estate.<\/p>\n<p>Your <a href=\"https:\/\/www.findlaw.com\/estate.html\">estate plan<\/a> is the collection of <span data-term-id=\"41348965\">legal documents<\/span> that work together to ensure your wishes are carried out if you become incapacitated or when you die. Having an estate plan in place often provides valuable <span data-term-id=\"41348981\">peace of mind<\/span> through the knowledge that <span data-term-id=\"41348987\">family members<\/span> and <span data-term-id=\"41348963\">loved ones<\/span> will be taken care of the way you\u2019d want. <span data-term-id=\"41348973\">California<\/span><span data-term-id=\"41348973\"> law<\/span> provides several tools so that you can plan ahead of time how your assets will be managed if you become incapacitated and how they will be distributed after your death.<\/p>\n<h2>What Happens if You Die Without an Estate Plan?<\/h2>\n<p>If you don\u2019t have an estate plan in place when you die, <span data-term-id=\"41348940\">California<\/span>\u2019s <a href=\"https:\/\/www.findlaw.com\/estate\/planning-an-estate\/intestate-succession-laws-by-state.html\">intestate succession laws<\/a> come into play. The <span data-term-id=\"41348982\">probate<\/span><span data-term-id=\"41348982\"> court<\/span> will distribute your assets according to the <span data-term-id=\"41349001\">intestacy<\/span> laws. Typically, this means half of your estate will go to your <span data-term-id=\"41349013\">surviving spouse<\/span>, with the remainder divided among <span data-term-id=\"41348987\">family members<\/span>. If you don\u2019t have a <span data-term-id=\"41349013\">surviving spouse<\/span>, the court divides your estate among <span data-term-id=\"41348987\">family members<\/span>. This may mean your estate goes to distant relatives you\u2019ve never met. Having an estate plan in place helps ensure that your <span data-term-id=\"41348963\">loved ones<\/span> get what you want them to.<\/p>\n<h2>Not All Estates or Assets Must Go Through the <span data-term-id=\"41348975\">Probate<\/span><span data-term-id=\"41348975\"> Process<\/span><\/h2>\n<p><span data-term-id=\"41348943\">Probate<\/span> is a shorthand way of describing the <a href=\"https:\/\/www.findlaw.com\/estate\/probate.html\"><span data-term-id=\"41348982\">probate<\/span><span data-term-id=\"41348982\"> court<\/span>\u2019s oversight<\/a> of the process that transitions the ownership of your assets after you die. As a general overview, the <span data-term-id=\"41348975\">probate<\/span><span data-term-id=\"41348975\"> process<\/span> is:<\/p>\n<ul>\n<li>Opening the estate (an interested petitioner asks the <span data-term-id=\"41348982\">probate<\/span><span data-term-id=\"41348982\"> court<\/span> to admit the will or, if there is no will, for letters of administration)<\/li>\n<li>Appointing a personal representative (\u201cexecutor\u201d if there is a valid will in place; \u201cadministrator\u201d if there is no will in place or the will is declared invalid and the <span data-term-id=\"41349001\">intestacy<\/span> laws apply)<\/li>\n<li>Notifying creditors and heirs<\/li>\n<li>Gathering, inventorying, and appraising the assets (<span data-term-id=\"41348940\">California<\/span> often uses a <a href=\"https:\/\/codes.findlaw.com\/ca\/probate-code\/prob-sect-8900\/\" target=\"_blank\" rel=\"noopener\"><span data-term-id=\"41348943\">probate<\/span> referee<\/a> for the appraisal process)<\/li>\n<li>Paying all the outstanding debts, including taxes<\/li>\n<li>Distributing the remaining property according to the will or according to <span data-term-id=\"41349001\">intestacy<\/span> law<\/li>\n<li>Closing the estate<\/li>\n<\/ul>\n<p>The <span data-term-id=\"41348991\">California<\/span> <span data-term-id=\"41348982\">probate<\/span><span data-term-id=\"41348982\"> courts<\/span> have many functions. For example, they oversee the administration of estates and trusts, determine inheritance rights, resolve certain disputes, and protect <span data-term-id=\"41348969\">minor children<\/span> and incapacitated adults through guardianships and conservatorships.<\/p>\n<p>There are many ways for your estate to end up in <span data-term-id=\"41348982\">probate<\/span><span data-term-id=\"41348982\"> court<\/span>. Examples include dying without an estate plan in place (<a href=\"https:\/\/www.findlaw.com\/forms\/resources\/estate-planning\/last-will-and-testament\/what-happens-if-i-die-without-a-will.html\">intestate<\/a>), your will and the size of your estate requiring formal\u00a0<span data-term-id=\"41348943\">probate<\/span>, or your heirs or\u00a0<span data-term-id=\"41348945\">beneficiaries<\/span>\u00a0challenging your estate plan.<\/p>\n<p>There are also a few ways to potentially avoid <span data-term-id=\"41348943\">probate<\/span>, including:<\/p>\n<ul>\n<li>Assets that are transferred into a <span data-term-id=\"41349015\">revocable <\/span><span data-term-id=\"41348955\">living trust<\/span> during the owner\u2019s lifetime avoid <span data-term-id=\"41348943\">probate<\/span><\/li>\n<li>Certain <a href=\"https:\/\/www.findlaw.com\/estate\/probate\/simplified-or-summary-probate-for-small-estates.html\"><span data-term-id=\"41349025\">small estates<\/span><\/a> with a value below the statutory thresholds may pass to your heirs through an affidavit or summary petition<\/li>\n<li>Assets with <span data-term-id=\"41348945\">beneficiary<\/span> designations that include:\n<ul>\n<li>Payable on death (POD) designations, such as <span data-term-id=\"41348983\">bank accounts<\/span>, certificates of deposit<\/li>\n<li>Transfer on death (TOD) designations, such as residential <span data-term-id=\"41348959\">real estate<\/span>, securities, brokerage accounts, and vehicles<\/li>\n<li><span data-term-id=\"41348999\">Retirement accounts<\/span><\/li>\n<li><span data-term-id=\"41348995\">Life <\/span><span data-term-id=\"41349011\">insurance<\/span><span data-term-id=\"41349011\"> policies<\/span><\/li>\n<\/ul>\n<\/li>\n<li><span data-term-id=\"41349005\">Real property<\/span>, co-owned with right of survivorship as in <a href=\"https:\/\/codes.findlaw.com\/ca\/civil-code\/civ-sect-683\/\" target=\"_blank\" rel=\"noopener\">joint tenancy<\/a> or <a href=\"https:\/\/codes.findlaw.com\/ca\/civil-code\/civ-sect-682-1\/\" target=\"_blank\" rel=\"noopener\">community property<\/a>, may avoid <span data-term-id=\"41348943\">probate<\/span><\/li>\n<\/ul>\n<p>Why <a href=\"https:\/\/www.findlaw.com\/estate\/probate\/avoiding-the-probate-process.html\">avoid <span data-term-id=\"41348943\">probate<\/span><\/a>? The <span data-term-id=\"41348991\">California<\/span> <span data-term-id=\"41348975\">probate<\/span><span data-term-id=\"41348975\"> process<\/span> meets the needs of many people, but the <a href=\"https:\/\/selfhelp.courts.ca.gov\/probate\/formal-probate\" target=\"_blank\" rel=\"noopener\">formal <span data-term-id=\"41348975\">probate<\/span><span data-term-id=\"41348975\"> process<\/span><\/a> takes time, often between nine and 18 months. In addition, <span data-term-id=\"41348943\">probate<\/span> can be costly. <span data-term-id=\"41348973\">California<\/span><span data-term-id=\"41348973\"> law<\/span> sets the <a href=\"https:\/\/codes.findlaw.com\/ca\/probate-code\/prob-sect-10800\/\" target=\"_blank\" rel=\"noopener\">personal representative fees <\/a>and <a href=\"https:\/\/codes.findlaw.com\/ca\/probate-code\/prob-sect-10810\/\" target=\"_blank\" rel=\"noopener\">legal fees<\/a> based on the value of the estate. The larger your estate, the more you may want to consider creating an estate plan that avoids <span data-term-id=\"41348943\">probate<\/span>.<\/p>\n<p>Another consideration is that your will and other court filings are public record. This means that anyone can access the information.<\/p>\n<h2>Core Components of a <span data-term-id=\"41349031\">Comprehensive Estate Plan<\/span><\/h2>\n<p>With a thorough estate plan in place, you can provide your <span data-term-id=\"41348987\">family members<\/span> and <span data-term-id=\"41348963\">loved ones<\/span> with all the important instructions you want them to follow. An estate plan is typically will-based or trust-based and supplemented with additional <span data-term-id=\"41348965\">legal documents<\/span>.<\/p>\n<h3>Will<\/h3>\n<p>In a <span data-term-id=\"41349009\">last will and testament<\/span>, the person making the will (testator) gives their property to the heirs named in the document. A formal will, also known as an attested will, is usually a printed document. It <a href=\"https:\/\/codes.findlaw.com\/ca\/probate-code\/prob-sect-6110\/\" target=\"_blank\" rel=\"noopener\">must be signed<\/a> either by the testator or another person in the testator\u2019s name. If the latter, it must be signed in the testator\u2019s presence and at their direction. This can also be done by a conservator acting under a court order.<\/p>\n<p>Two witnesses that ideally don\u2019t have a financial stake in the will must attest that they witnessed the signing of the will or the testator\u2019s acknowledgment of the will signing. This must occur during the testator\u2019s lifetime, and they must understand that it is the testator\u2019s will. An attested will does not need to be notarized to be valid.<\/p>\n<p><span data-term-id=\"41348940\">California<\/span> recognizes handwritten (<a href=\"https:\/\/codes.findlaw.com\/ca\/probate-code\/prob-sect-6111\/\" target=\"_blank\" rel=\"noopener\">holographic<\/a>) wills if:<\/p>\n<ul>\n<li>The material provisions of the will and the signature are in the testator\u2019s handwriting<\/li>\n<li>The language shows testamentary intent (this can be shown by extrinsic evidence, meaning evidence beyond the document itself)<\/li>\n<\/ul>\n<p>Unlike a formal will, a handwritten will does not require witnesses. <span data-term-id=\"41348973\">California<\/span><span data-term-id=\"41348973\"> law<\/span> does not recognize oral wills (nuncupative wills). If you die with a will in place and your estate exceeds certain \u201c<span data-term-id=\"41349025\">small estate<\/span>\u201d thresholds, your estate will go through the full-blown <span data-term-id=\"41348975\">probate<\/span><span data-term-id=\"41348975\"> process<\/span>.<\/p>\n<h3>Trust<\/h3>\n<p>A <a href=\"https:\/\/www.findlaw.com\/estate\/trusts\/revocable-living-trust.html\"><span data-term-id=\"41349015\">revocable <\/span><span data-term-id=\"41348955\">living trust<\/span><\/a> (RLT) is often the foundation of a trust-based estate plan. It is an inter vivos trust (created during your lifetime) that holds, manages, and ultimately distributes your assets to your intended <span data-term-id=\"41348945\">beneficiaries<\/span>.<\/p>\n<p>The settlor (also called the <span data-term-id=\"41349035\">grantor<\/span> or trustmaker) creates a trust and retitles assets in the trust\u2019s name. Upon death, the RLT typically becomes irrevocable and assumes its own taxpayer identification number. Retitling the assets in the trust\u2019s name and changing <span data-term-id=\"41348945\">beneficiary<\/span> designations, also known as \u201cfunding\u201d the trust, is a crucial step. Any assets that aren\u2019t owned in the <span data-term-id=\"41349015\">revocable <\/span><span data-term-id=\"41348955\">living trust<\/span> must go through the <span data-term-id=\"41348975\">probate<\/span><span data-term-id=\"41348975\"> process<\/span>.<\/p>\n<p>The settlor is usually the first trustee, meaning they administer and manage the assets, retaining control over them. When the settlor dies, the designated <span data-term-id=\"41348989\">successor trustee<\/span> assumes the role. The trust document provides all the settlor\u2019s instructions about when and how to distribute the trust assets to the <span data-term-id=\"41348945\">beneficiaries<\/span>.<\/p>\n<p>A <span data-term-id=\"41349015\">revocable <\/span><span data-term-id=\"41348955\">living trust<\/span> can be a tool for both <span data-term-id=\"41349021\">asset-protection<\/span> planning and tax planning. Although a revocable trust generally does not shield assets from the settlor\u2019s creditors, it can provide <span data-term-id=\"41349021\">asset protection<\/span> for a <span data-term-id=\"41348945\">beneficiary<\/span> by holding distributions in ongoing trusts rather than distributing them outright.<\/p>\n<p>The structure can also facilitate tax planning. Examples include preserving step-up in basis at death, enabling marital or bypass trust planning for married couples, and coordinating <span data-term-id=\"41348971\">estate tax<\/span> strategies for larger estates. While <span data-term-id=\"41348940\">California<\/span> does not currently impose an <span data-term-id=\"41348971\">estate tax<\/span>, the federal <span data-term-id=\"41348971\">estate tax<\/span> will apply to estates valued above the current threshold.<\/p>\n<p>If you have <span data-term-id=\"41348945\">beneficiaries<\/span> who might benefit from creditor protection, a trust-based estate plan might be a good option for you. This is also true if your estate hovers near the current <span data-term-id=\"41348971\">estate tax<\/span> exemption or would benefit from tax-planning strategies.<\/p>\n<p>Additional types of trusts to be aware of for estate-planning purposes include:<\/p>\n<ul>\n<li><strong>Pour-Over Wills<\/strong>: A <a href=\"https:\/\/www.findlaw.com\/estate\/wills\/pour-over-will.html\">pour-over will<\/a> directs that any assets still held in an individual\u2019s name at death be transferred into their RLT<\/li>\n<li><strong>AB Trust<\/strong> <strong>(Marital and Bypass Trusts)<\/strong>: An <a href=\"https:\/\/www.findlaw.com\/estate\/trusts\/ab-trusts-the-tax-saver.html\">AB Trust<\/a> is a tool for married couples that can maximize the federal <span data-term-id=\"41348971\">estate tax<\/span> exemption by dividing trust assets after the first spouse\u2019s death<\/li>\n<li><strong>Special Needs Trusts (SNT)<\/strong>: An <a href=\"https:\/\/www.findlaw.com\/estate\/trusts\/special-needs-trusts-faq-s.html\">SNT<\/a> holds assets for a person with a disability in a way that preserves their eligibility for public benefits such as Medicaid or Supplemental Security Income while allowing funds to be used for supplemental care<\/li>\n<li><strong>Irrevocable <span data-term-id=\"41348955\">Living Trusts<\/span><\/strong>: With an <a href=\"https:\/\/www.findlaw.com\/estate\/trusts\/irrevocable-living-trust.html\">irrevocable <span data-term-id=\"41348955\">living trust<\/span><\/a>, the settlor permanently gives up control of the assets when they are transferred into the trust and may not serve as trustee (this type of trust can provide <span data-term-id=\"41349021\">asset protection<\/span> from creditors, <span data-term-id=\"41348971\">estate tax<\/span> savings, and provide eligibility for Medicaid for long-term care)<\/li>\n<li><strong>Testamentary Trusts<\/strong>: A <a href=\"https:\/\/www.findlaw.com\/estate\/wills\/placing-a-testamentary-trust-in-a-will.html\">testamentary trust<\/a> is created in a will and becomes effective only after the will is admitted to <span data-term-id=\"41348943\">probate<\/span> and the estate is administered<\/li>\n<\/ul>\n<p>Estate planning can be tricky. If you have questions, consider speaking with a <a href=\"https:\/\/lawyers.findlaw.com\/estate-planning\/California?fli=dcta\" target=\"_blank\" rel=\"noopener\"><span data-term-id=\"41348957\">California<\/span> <span data-term-id=\"41348949\">estate planning<\/span><span data-term-id=\"41348949\"> attorney<\/span><\/a>.<\/p>\n<h3>Additional <span data-term-id=\"41348965\">Legal Documents<\/span><\/h3>\n<p>In addition to a will or trust, a <span data-term-id=\"41349031\">comprehensive estate plan<\/span> includes additional <span data-term-id=\"41348961\">estate planning documents<\/span> or instructions that help ensure your wishes are known and carried out. Some of the key documents are <span data-term-id=\"41348979\">durable <\/span><span data-term-id=\"41348947\">powers of attorney<\/span>, <span data-term-id=\"41348953\">advanced health care directives<\/span>, and guardianship nominations.<\/p>\n<p><strong><span data-term-id=\"41348979\">Durable <\/span><span data-term-id=\"41348947\">Power of Attorney<\/span><\/strong><\/p>\n<p>With a <a href=\"https:\/\/www.findlaw.com\/forms\/resources\/power-of-attorney\/what-is-a-power-of-attorney\/what-is-durable-power-of-attorney.html\"><span data-term-id=\"41348979\">durable <\/span><span data-term-id=\"41348947\">power of attorney<\/span><\/a> (<span data-term-id=\"41349041\">POA<\/span>), you can appoint someone you trust to make decisions on your behalf if you become incapacitated.<\/p>\n<p><strong>Financial Decisions<\/strong><\/p>\n<p>You can use a <a href=\"https:\/\/www.findlaw.com\/forms\/resources\/power-of-attorney\/what-is-a-power-of-attorney\/durable-financial-power-of-attorney.html\">Durable Financial <span data-term-id=\"41348947\">Power of Attorney<\/span><\/a> to appoint someone to manage your financial matters during your <span data-term-id=\"41349029\">incapacity<\/span>. The <a href=\"https:\/\/codes.findlaw.com\/ca\/probate-code\/prob-sect-4401\/\" target=\"_blank\" rel=\"noopener\"><span data-term-id=\"41348991\">California<\/span> <span data-term-id=\"41349017\">Probate<\/span><span data-term-id=\"41349017\"> Code<\/span><\/a> provides a detailed statutory form.<\/p>\n<p><span data-term-id=\"41348997\">Healthcare Decisions<\/span><\/p>\n<p>With a <a href=\"https:\/\/www.findlaw.com\/forms\/resources\/living-will\/what-is-a-health-care-directive-and-living-will\/healthcare-power-of-attorney.html\">Healthcare <span data-term-id=\"41348947\">Power of Attorney<\/span><\/a>, you can designate someone to make your <span data-term-id=\"41348997\">healthcare decisions<\/span> if you become incapacitated. This can also be accomplished with an <a href=\"https:\/\/www.findlaw.com\/elder\/what-is-elder-law\/what-are-advance-directives.html\">advance directive<\/a>. This <span data-term-id=\"41348965\">legal document<\/span> allows you to provide written instructions on how you want <span data-term-id=\"41348993\">medical<\/span><span data-term-id=\"41348993\"> decisions<\/span> made on your behalf. The <a href=\"https:\/\/codes.findlaw.com\/ca\/probate-code\/prob-sect-4701\/\" target=\"_blank\" rel=\"noopener\"><span data-term-id=\"41348991\">California<\/span> <span data-term-id=\"41349017\">Probate<\/span><span data-term-id=\"41349017\"> Code<\/span><\/a> provides an <span data-term-id=\"41348953\">Advance Healthcare Directive<\/span> statutory form that you can use for a healthcare <span data-term-id=\"41349041\">POA<\/span> designation, written instructions for your <span data-term-id=\"41349023\">medical<\/span><span data-term-id=\"41349023\"> care<\/span>, and more.<\/p>\n<p><strong>Guardianship Nominations<\/strong><\/p>\n<p>If you have <span data-term-id=\"41348969\">minor children<\/span> or may have them in the future, you can nominate who you would want the <span data-term-id=\"41348982\">probate<\/span><span data-term-id=\"41348982\"> court<\/span> to appoint as their <a href=\"https:\/\/www.findlaw.com\/family\/guardianship\/ten-things-to-think-about-choosing-a-guardian-for-your-child.html\">guardian<\/a>. This <span data-term-id=\"41348965\">legal document<\/span> is important if you want a close friend, rather than a\u00a0<span data-term-id=\"41348987\">family member<\/span>,\u00a0to be your children\u2019s guardian. Without the guidance of your nomination, the <span data-term-id=\"41348982\">probate<\/span><span data-term-id=\"41348982\"> court<\/span> will likely look to a relative to fulfill this role.<\/p>\n<h2>When To Update Your Estate Plan<\/h2>\n<p>The estate plan you create today may need occasional updating. Many factors can affect your estate plan strategy. These include changes to <span data-term-id=\"41349025\">small estate<\/span> thresholds and state or federal <span data-term-id=\"41348971\">estate tax<\/span> laws.<\/p>\n<p>In addition to statutory changes, situations can also have an effect. A rise or drop in your net worth might impact your estate planning goals. Families can change through divorce and remarriage, and your health may impact how you plan to provide for your adult children. Moving to another state or acquiring substantial <span data-term-id=\"41349005\">real property<\/span> might necessitate updates to estate plans. Any major life event, financial change, or legal update means it\u2019s a god time to review your estate plan to be sure it reflects your intentions, protects your assets, and complies with <span data-term-id=\"41348973\">California<\/span><span data-term-id=\"41348973\"> law<\/span>.<\/p>\n<p>Getting your estate plan in place is a great first step. To stay on top of any changes that might affect your plan, it&#8217;s\u00a0<a href=\"https:\/\/www.findlaw.com\/forms\/resources\/estate-planning\/checklist-reasons-estate-planning.html\" target=\"_blank\" rel=\"noopener\">important to review your estate plan<\/a>\u00a0regularly.<\/p>\n<h2>Take the First Step To Get Started<\/h2>\n<p>Start the <a href=\"https:\/\/www.findlaw.com\/forms\/resources\/estate-planning\/estate-planning-checklist.html\"><span data-term-id=\"41349045\">estate planning process<\/span><\/a> by gathering the information you\u2019ll need. With options like <span data-term-id=\"41348940\">California<\/span>\u2019s statutory forms and <a href=\"https:\/\/www.findlaw.com\/forms\/estate-planning.html?fli=diyresources:diy_ep:txt\">online DIY estate planning tools<\/a>, you may feel confident enough to handle it all yourself. If your situation doesn\u2019t seem to fit the available resources or you feel overwhelmed by the process, meeting with a knowledgeable <a href=\"https:\/\/lawyers.findlaw.com\/estate-planning\/California?fli=dcta\" target=\"_blank\" rel=\"noopener\"><span data-term-id=\"41348957\">California<\/span> <span data-term-id=\"41348949\">estate planning<\/span><span data-term-id=\"41348949\"> attorney<\/span><\/a> can be a huge help. They will evaluate your situation, provide <span data-term-id=\"41348967\">legal advice<\/span>, and create an estate plan that best serves your goals.<\/p>\n<p>Whether a simple <span data-term-id=\"41349025\">small-estate<\/span> filing and <span data-term-id=\"41348945\">beneficiary<\/span> designations can handle your needs or you need a <span data-term-id=\"41349031\">comprehensive estate plan<\/span>, an <span data-term-id=\"41349007\">experienced <\/span><a href=\"https:\/\/lawyers.findlaw.com\/estate-planning\/California?fli=dcta\" target=\"_blank\" rel=\"noopener\"><span data-term-id=\"41349003\">estate<\/span><span data-term-id=\"41349003\"> planning lawyer<\/span><\/a> will help you evaluate your situation and help you create an estate plan that works best for you. There\u2019s no shame in seeking help.<\/p><\/div>\n\n\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\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=\"Creating a Will in California\" href=\"https:\/\/www.findlaw.com\/state\/california-law\/california-wills-laws.html\" class=\"fl-list-item-link\">\n                        Creating a Will in California\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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      <\/button>\n                <button\n                    class=\"was-this-helpful__feedback-button was-this-helpful__feedback-button--cancel fl-button primary disabled\"\n                    type=\"reset\"\n                >\n                    <span class=\"fl-button-content\">Cancel<\/span>\n                    <i\n                        class=\"fa fa-times-circle medium\"\n                        aria-hidden=\"true\"\n                    ><\/i>\n                <\/button>\n            <\/div>\n        <\/form>\n    <\/div>\n    <div class=\"was-this-helpful__thank-you-message\" role=\"status\">\n        <i class=\"was-this-helpful__thank-you-message-icon fa fa-check\"><\/i>\n        <p class=\"was-this-helpful__thank-you-message-text\" aria-live=\"polite\"><\/p>\n    <\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"fl-section-sidebar\">    <div class=\"popularDirectory\">\n        <div class=\"general-popular-directory \">\n            <div class=\"general-popular-directory-title\">\n                <h3>Popular Directory Searches<\/h3>\n            <\/div>\n            <ul>\n                                    <li><a href=\"https:\/\/lawyers.findlaw.com\/estate-planning\/\" target=\"_blank\" rel=\"noopener\">Estate Planning Lawyers<\/a><\/li>\n                                    <li><a href=\"https:\/\/lawyers.findlaw.com\/trusts\/\" target=\"_blank\" rel=\"noopener\">Trusts Lawyers<\/a><\/li>\n                                    <li><a href=\"https:\/\/lawyers.findlaw.com\/wills\/\" target=\"_blank\" rel=\"noopener\">Wills Lawyers<\/a><\/li>\n                                    <li><a href=\"https:\/\/lawyers.findlaw.com\/divorce\/\" target=\"_blank\" rel=\"noopener\">Divorce Lawyers<\/a><\/li>\n                                    <li><a href=\"https:\/\/lawyers.findlaw.com\/taxation-law\/\" target=\"_blank\" rel=\"noopener\">Tax Law Attorneys<\/a><\/li>\n                                    <li><a href=\"https:\/\/lawyers.findlaw.com\/elder-law\/\" target=\"_blank\" rel=\"noopener\">Elder Law Attorneys<\/a><\/li>\n                                    <li><a href=\"https:\/\/lawyers.findlaw.com\/probate-estate-administration\/\" target=\"_blank\" rel=\"noopener\">Probate and Estate Administration Lawyers<\/a><\/li>\n                            <\/ul>\n        <\/div>\n    <\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Having an estate plan can help make sure your assets go to the people that you want them to after your passing. 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