Free California forms for planning an estate or settling one: a will, trust, powers of attorney, TOD deed, and the probate forms an executor files.
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
California allows a choice for a healthcare power of attorney: 2Cal. Prob. Code § 4701Verified Oct 15, 2026View source witnesses or a notary.
California requires explicit durability language for a power of attorney to survive incapacityCal. Prob. Code §§ 56, 4053, 4120, 4121, 4122, 4123, 4124, 4127, 4128, 4129, 4130, 4150, 4152, 4200, 4230, 4264, 4300, 4401, 4402, 4450, 4451, 4452, 4453, 4455, 4456, 4457, 4459, 4461, 4462, 4463, 4464, 4465; Cal. Civ. Code §§ 1095, 1189, 1556, 2356, 2933; Cal. Fam. Code § 6500; AB 2199 (Stats. 2026, ch. 47) §§ 4401, 4466 eff. 2027-01-01 per Cal. Const. art. IV § 8(c)(1); verified against leginfo.legislature.ca.gov 2026-07-14, re-verified 2026-09-18; Cal. Prob. Code §§ 3, 872, 879.1, 879.2, 4054, 4409 and Stats. 2024, ch. 799 (SB 1458) read 2026-10-11Verified Sep 18, 2026View source, and it is signed before 2Cal. Prob. Code §§ 56, 4053, 4120, 4121, 4122, 4123, 4124, 4127, 4128, 4129, 4130, 4150, 4152, 4200, 4230, 4264, 4300, 4401, 4402, 4450, 4451, 4452, 4453, 4455, 4456, 4457, 4459, 4461, 4462, 4463, 4464, 4465; Cal. Civ. Code §§ 1095, 1189, 1556, 2356, 2933; Cal. Fam. Code § 6500; AB 2199 (Stats. 2026, ch. 47) §§ 4401, 4466 eff. 2027-01-01 per Cal. Const. art. IV § 8(c)(1); verified against leginfo.legislature.ca.gov 2026-07-14, re-verified 2026-09-18; Cal. Prob. Code §§ 3, 872, 879.1, 879.2, 4054, 4409 and Stats. 2024, ch. 799 (SB 1458) read 2026-10-11Verified Sep 18, 2026View source witnesses or a notary.
In California, a will is signed before 2Cal. Prob. Code § 6110Verified Oct 18, 2026View source witnesses, and the witnesses sign an affidavit at probate instead of a self-proving affidavitCal. Prob. Code § 6110Verified Oct 18, 2026View source.
Free calculators and checklists for planning or settling an estate in California: will and trust costs, probate, executor pay, and inheritance taxes.
An attorney-prepared revocable trust in California runs $4,320Estimate: 10 hours at $432, Clio's California Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,480Estimate: 15 hours at $432, Clio's California Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,329Estimate: 3 hours at $443, Clio's California Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,658Estimate: 6 hours at $443, Clio's California Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
In California, four years at a public university cost about $99,700NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is 11% above the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; no state estate or inheritance tax appliesNo state estate, inheritance, or gift tax; prohibited by Cal. Rev. & Tax. Code § 13301 (voter Prop 6, 1982). California Estate Tax Return no longer required for decedents dying on/after Jan. 1, 2005 (CA State Controller's Office).Verified Sep 15, 2026View source.
Probate on a $500,000 estate in California costs an estimated $27,235Cal. Prob. Code § 10810Verified Sep 8, 2026View source and takes 9 months to 12 months for a simple estate, with attorney fees set by statute as a percentage of the gross estateCal. Prob. Code § 10810Verified Sep 8, 2026View source. Estates under $208,850Cal. Prob. Code § 13100Verified Sep 8, 2026View source can use a small-estate procedure instead.
Probate in California takes 9 months to 12 months for a simple estate and charges attorney fees set by statute as a percentage of the gross estateCal. Prob. Code § 10810Verified Sep 8, 2026View source; assets held in a revocable trust skip both.
California automatically revokes an ex-spouse as beneficiary at divorceCal. Prob. Code § 5040Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
51 elder law firms in California, by county and firm type.
Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.
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51 firms
Solo PracticeVisalia, CA
Visalia firm serving Tulare County and the Central Valley with probate petitions and court filings, trust administration support for trustees, and estate planning. Also handles special needs planning and Medi-Cal and elder law matters. Free initial call.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
Solo PracticeFresno, CA
Fresno solo practice that guides personal representatives through California probate, validating the will, confirming the personal representative, settling debts, and overseeing distribution of estate assets, and handles trust administration for surviving families. Philip M. Flanigan has represented Fresno-area clients since 1998 and also takes conservatorship, Medi-Cal, and elder-law matters.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
Solo PracticeRedlands, CA
Redlands boutique serving San Bernardino and Riverside Counties with probate administration, contested and uncontested probate, trust administration, and estate planning. R. Sam Price is a Certified Specialist in Estate Planning, Trust, and Probate Law with over 23 years in practice and is the author of The 6-Stage Probate Process. Free consultation.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more
Solo PracticeSan Jose, CA
Serves Santa Clara County executors, administrators, and beneficiaries from downtown San Jose, with additional offices in Morgan Hill and Fremont. Handles probate administration and contested probate, including will challenges based on capacity, undue influence, or fraud, alongside guardianships, conservatorships, and elder law. Offers a free 20-minute consultation.
PracticesEstate PlanningProbateProbate LitigationElder Lawand 2 more
FirmSan Diego, CA
San Diego firm handling probate and estate administration for San Diego County families, carrying personal representatives through court filings, asset inventories, creditor notices, and final distribution. Also handles general and limited conservatorships alongside estate planning and asset protection. Founder Nicole D'Ambrogi is a U.S. Navy veteran who advocates for veterans.
PracticesEstate PlanningProbateElder LawTax Planningand 4 more
FirmLos Angeles, CA
Los Angeles boutique focused on trust and probate litigation and administration, taking cases anywhere in California. Represents beneficiaries, heirs, trustees, and executors in trust and will contests, breach-of-fiduciary-duty claims, conservatorships, and guardianships. David Shapiro is a State Bar board certified specialist in estate planning, trust and probate law. Free case evaluation.
PracticesTrust AdministrationProbateProbate LitigationTrust Litigationand 5 more
FirmRoseville, CA
Roseville firm serving Sacramento, Placer, and El Dorado Counties with probate, trust administration, and estate administration for executors, personal representatives, and beneficiaries. David D. Wade founded the firm in 2010, and its attorneys are licensed in California and Washington. Free initial consultation, in person or remotely.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
FirmSacramento, CA
Sacramento firm with Folsom and Roseville offices serving Sacramento, Placer, Yolo, and El Dorado Counties with probate administration, trust administration, and conservatorships alongside estate planning. Founder Michael Yee guides executors and families through the probate process. Free case evaluation, with videoconference and phone meetings available.
PracticesEstate PlanningTrust AdministrationProbateTrust Litigationand 4 more
FirmVisalia, CA
Visalia firm serving Tulare County and the Central Valley with probate administration, trust administration, and Medi-Cal planning alongside estate planning. Peter Sherwood is a past president of the Tulare County Bar Association and has contracted as the county's Deputy Public Administrator since 2007.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
FirmCampbell, CA
Campbell boutique serving Santa Clara County and the broader Bay Area with probate and estate administration, trust administration, and trust and probate litigation alongside estate planning. Represents successor trustees and beneficiaries in trust contests, breach-of-fiduciary-duty claims, and trustee removal petitions. Free telephone consultation for new matters.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
Solo PracticeSherman Oaks, CA
Sherman Oaks solo practice serving Los Angeles County plus Ventura and San Bernardino, including the San Fernando, San Gabriel, and Pomona Valleys. Sara Polinsky has practiced exclusively in estate planning and elder law since 1998, handling trust administration, probate, planning for incapacity, and Medi-Cal long-term-care eligibility.
PracticesEstate PlanningTrust AdministrationProbateElder Law