California Estate Planning
Estate planning helps individuals prepare for the future. Using attorney-drafted templates is quick and straightforward.
Life Planning Documents Package
PopularA comprehensive estate and life planning package - will, financial POA, healthcare POA, living will directive, guardian declaration, and personal planning worksheets.
California
Select state
Common California Estate Planning documents
- Last Will — outlines how your assets will be distributed after death.
- Living Trust — manages your assets while you're alive and specifies distribution after death.
- Power of Attorney — designates someone to make decisions on your behalf.
- Healthcare Directive — expresses your wishes regarding medical treatment.
- Advance Directive — outlines your preferences for end-of-life care.
Search for more forms
How to get started
Start in minutes with these steps.
- Find a template or package that fits your situation.
- Review the description, preview, and signing requirements.
- Get full access with a subscription.
- Complete it in the online editor.
- Export or send: download, email, USPS mail, notarize online, or send for e-signature.
FAQs
The purpose is to ensure your wishes are honored regarding asset distribution and healthcare decisions.
It's best to start estate planning as soon as you acquire assets or have dependents.
Yes, you can update your documents whenever necessary to reflect your current circumstances.
Without an estate plan, state laws will dictate how your assets are distributed.
Estate Planning sub-categories
- Personal Planning Will, POA, healthcare directive, and living trust in one package.
- Last Will and Testament Distribute assets, name guardians for minor children, and appoint an executor.
- Living Trust Pass assets to heirs without probate - revocable and irrevocable.
- Power of Attorney Authorize someone to manage your finances, property, or healthcare.
- Living Will (Healthcare Directive) Specify your medical wishes and appoint a healthcare proxy in advance.
- Probate Petitions, notices, and court filings to administer a deceased person's estate.