Free forms for planning your estate in California: a will, living trust, pour-over will, both powers of attorney, living will, and TOD deed.
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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Financial Power of Attorney
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.
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Last Will and Testament
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 tools for planning your estate in California: what a will or trust costs, whether you need a trust or TOD deed, and how documents are signed.
How Much Does a Revocable Living Trust Cost?
An attorney-prepared revocable living 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 for an individual, against $0 to $549 up front plus a subscription with an online service.
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How Much Life Insurance Do I Need?
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.
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What Does Estate Planning Actually Cost?
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.
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Are My Beneficiary Designations Protected?
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.
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.
Davis firm serving Yolo, Sacramento, Solano, Placer, Colusa, El Dorado, and Yuba Counties with probate administration and conservatorships alongside estate planning and special needs planning. Keith Banks was previously probate clerk and attorney-unit research assistant at the Yolo Superior Court. Formed in 2019 by the merger of two Yolo County firms.
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
Los Angeles solo practice handling probate administration, trust administration, and probate and trust litigation alongside estate planning and post-death tax matters. Mitchell Port worked earlier as an IRS attorney in the Office of Chief Counsel and as a revenue and collection officer, and has over 40 years in practice. Offers a free phone consultation.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
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
Oakland boutique focused exclusively on trust and estate law, serving Alameda, Contra Costa, and San Francisco Counties. Represents trustees and personal representatives through probate and trust administration, including special needs trusts, and handles gift and estate tax planning. Partners Carolyn Henel and Agnieszka Adams are Certified Specialists in Estate Planning, Trust and Probate Law.
Irvine practice serving Orange County and the rest of Southern California with probate and trust administration, trust review and litigation, guardianships, and conservatorships alongside estate and estate-tax planning. W. Bailey Smith is certified by the State Bar of California as a specialist in estate planning, trust and probate law and was admitted in 1971.
PracticesEstate PlanningTrust AdministrationProbateTrust Litigationand 4 more
Roseville firm handling probate and decedent estate administration, including ancillary probate, plus trust administration, conservatorships, and litigation in those areas — will contests and beneficiary disputes. Marlene Sanborn, a retired Air Force flight engineer, opened the firm in 2006 and has practiced law in California since 1998.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more
Woodland firm with a second Fairfield office serving Yolo and Solano Counties — Davis, Dixon, Vacaville, Rio Vista, and Vallejo — with probate, trust administration, conservatorships, and special needs trusts alongside estate planning and long-term-care planning. Barbara Sonin is a certified specialist in estates, trusts, and probate. Meetings are available by Zoom.
PracticesEstate PlanningTrust AdministrationProbateConservatorshipand 2 more
Sonora attorney serving Tuolumne County and the Mother Lode with probate, trust administration, and long-term care planning. Tamara Polley is a certified specialist in Estate Planning, Probate and Trust Law designated by the California State Bar's Board of Legal Specialization, and focuses on special needs trusts and Medi-Cal and veterans benefit eligibility.
PracticesEstate PlanningTrust AdministrationProbateSpecial Needs Planningand 3 more
Santa Clarita firm founded in 1975 by L. Rob Werner, handling probate and estate administration alongside living trusts and estate planning from ten California offices across Los Angeles, Ventura, Orange, Santa Barbara, and Kern Counties. Free initial telephone consultations, and the firm serves clients in Spanish.
Cedar Ridge attorney near Grass Valley serving Nevada and Placer Counties with trust administration, trustee accountings, and probate estate administration. Jennifer Wilkerson has been a California attorney since 1983, and the office concentrates on administering estates and trusts of $1,000,000 or more.
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
Brisbane practice with a Central Valley office, serving the Bay Area plus Stanislaus and San Joaquin Counties with probate and trust administration alongside estate planning. Emily Wirowek guides executors and successor trustees through inventories, creditor claims, tax returns, and distribution, and makes house calls. Free initial consultation.
PracticesEstate PlanningTrust AdministrationProbateSpecial Needs Planningand 2 more
Woodland Hills office serving Los Angeles County and the San Fernando Valley with probate administration, estate and trust administration, and conservatorships alongside estate planning. Yacoba Feldman works with executors and beneficiaries through probate and petitions for conservatorships of the person and of the estate. Admitted in California in 1981.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
Office
5850 Canoga Ave, Suite 400Woodland Hills, CA 91367
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