Estate Planning Checklist-Made Easy (21 Step Checklist PDF)
Our 21 Step Estate Planning Checklist will ensure that your health care and financial decisions will be carried out during incapacity and after death.
CA Will vs Trust Made Simple! | Difference Between a Will and Trust (update 2026)
Will vs. trust: which one actually protects your California family from probate court?
If you own a home in San Diego County, this single decision could save your loved ones over $46,000 in fees and more than a year of waiting.
A will must go through California’s costly probate process. A properly funded living trust does not. Understanding this difference is the first step toward protecting everything you have worked to build.
8 Quick Tips For Naming a Guardian for Minor Children in California
If you have minor children, you should strongly consider naming a guardian. Here are eight easy steps to guide you through the process of choosing someone responsible who can raise your kids in case something happens to both parents.
7 Critical Mistakes Families Make With Digital Asset Estate Planning (And How to Avoid Them)
Estate planning for digital assets may be the most overlooked, yet financially devastating, gap in your family’s protection. With over 100 online accounts per person and California’s updated 2025 digital asset law now in effect, families who fail to plan face locked accounts, lost photos, and inaccessible cryptocurrency.
Learn the 7 steps families need to protect their digital legacy.
Using A California Real Estate LLC To Hold Real Estate: Simplified in 2026
A California real estate LLC separates your investment property from your personal assets, limiting your liability if something goes wrong with the rental. For San Diego County property owners, combining an LLC with a living trust provides both liability protection during your lifetime and probate avoidance when you pass away.
How to Fund a Trust with Ease (15 Asset Types Explained)
Are you curious about how to fund a trust? Great, because we cannot overemphasize the importance of having a fully funded Revocable Living Trust.
An unfunded or partially funded Revocable Living Trust does not avoid probate. These instructions will help initially guide you in funding your Living Trust.