California Estate Planning Forms

Choose the option that is best for you.

California Personal Planning Package - Last Will, POA, Living Will, etc.

Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.

Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.

Personal Planning Package

Personal Planning Package

Get this package and save over 60% off of the forms ordered individually. Last Will, Power of Attorney and More!
Learn More!
Most Popular

California Living Trust Package

This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.

California Last Will

If you only need a Will, please use the California Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons

Estate Planning

What is estate planning? 

The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..

What type of estate planning do I need? 

Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.

Top Questions about California Estate Planning Forms

  • Does a will have to be filed with the court in California?

    In California, a will does not need to be filed with the court while the person is still alive. However, once a person passes away, the will must be filed with the court to initiate the probate process. This step allows the distribution of assets according to the terms outlined in the will. Utilizing California Estate Planning Forms helps ensure your wishes are documented clearly and can simplify the probate process for your loved ones.

  • Can estate planning be done online?

    Yes, estate planning can be done online, making it more accessible for many individuals. With California Estate Planning Forms, you can complete essential documents from the comfort of your home. This convenience allows you to work at your own pace, ensuring you consider all your needs. Additionally, online platforms, such as US Legal Forms, provide easy-to-use templates that guide you through the process.

  • Do it yourself estate planning?

    You can certainly handle your estate planning on your own by using California Estate Planning Forms. These forms simplify the process and help you organize important documents like wills and trusts without the need for a lawyer. However, make sure to understand the legal requirements in California to ensure your forms are valid. US Legal Forms provides an easy-to-navigate platform that guides you through the necessary steps for effective self-directed estate planning.

  • What is considered income for an estate?

    Income for an estate typically includes any earnings generated after the person's death, such as rental income, interest from bank accounts, and dividends from investments. Additionally, any business income produced up until the estate is settled also counts. Understanding what qualifies as income is crucial for accurate estate administration. By leveraging California Estate Planning Forms, you can better manage these considerations as you proceed with estate matters.

  • How do I fill out an estate document?

    Filling out an estate document involves collecting essential information about the deceased, their assets, and debts. You will need to complete forms accurately, following the guidelines provided by the California probate court. It may seem overwhelming, but utilizing California Estate Planning Forms can simplify the process, offering step-by-step instructions to ensure every detail is covered.

  • How long do you have to file an estate after someone dies?

    In California, you generally have four months to file a decedent's estate after death. You must file the estate with the probate court, ensuring proper distribution according to the law. Missing this timeline may complicate the process and lead to potential legal issues. Using California Estate Planning Forms can help you navigate through these requirements smoothly.

  • What are the two key documents used to prepare an estate plan?

    The two essential documents in estate planning are the will and the living trust. A will outlines how your assets are distributed after your death, while a living trust can help manage those assets during your lifetime and after. Both documents play a critical role in ensuring your wishes are met. You can find suitable California Estate Planning Forms to create both documents efficiently.

  • Is estate planning worth it?

    Yes, estate planning is definitely worth it. It ensures your wishes are honored regarding asset distribution, guardianship for dependents, and healthcare decisions. Without a solid plan, your estate may face delays, excessive costs, and complications. Using California Estate Planning Forms simplifies this process, making it easier for you to protect your future.

  • What is the 5 by 5 rule in estate planning?

    The 5 by 5 rule is a guideline for gifting strategies within estate planning. It allows individuals to gift a certain amount each year without incurring gift taxes. Specifically, you can gift $15,000 per person annually, and any unused amount can be carried over to the next year. Utilizing California Estate Planning Forms can help you track and implement this strategy effectively.

  • Do all wills in California have to go through probate?

    Not all wills in California need to undergo probate, but many do. Generally, if the estate’s total value exceeds a specific threshold, probate is required. However, certain assets can bypass this process through strategies like living trusts. Consider using California Estate Planning Forms to create trusts that simplify the transfer of assets without probate.