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California estate planning
Home→States→California

California Estate Planning: Free Wills, Trusts & Calculators

The Golden State

Access comprehensive California estate planning resources including FREE state-specific forms for wills, healthcare directives, and powers of attorney, plus educational tools to understand your options.

What Makes California Different

California operates under community property law, one of only nine states to do so. Most assets acquired during marriage belong equally to both spouses regardless of whose name is on the title or who earned the income. This fundamental difference from common law states shapes every aspect of estate planning here, from how property passes at death to what a surviving spouse automatically inherits.

Like all states, California recognizes formally executed wills and living trusts as valid estate planning tools. A standard will here requires 2 adult witnesses. The state also recognizes holographic (handwritten) wills, though these have stricter proof requirements and are more vulnerable to legal challenges. California doesn't offer a self-proving affidavit at the time you sign your will. Instead, your witnesses may need to provide sworn statements during probate to verify they watched you sign. Keep their contact information current—if they can't be located, proving the will becomes more complicated.

If you die without a will in California, your heirs must survive you by at least 5 days to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident.

California sets probate attorney fees by law rather than leaving them to negotiation. Fees are calculated as a percentage of the estate's value, which means you can predict costs in advance—but also means there's little room to shop around for a better rate. Smaller estates can use a simplified affidavit process that avoids full probate—up to $208,850 for personal property or $69,625 for real property. These thresholds are relatively generous compared to other states, potentially saving families significant time and legal fees.

Find Your County's Probate Court

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Each county in California handles probate matters through its local court system. Click on any county to view specific court contact information, judges, filing procedures, and local requirements.

California Estate Law

Probate costs, will requirements, trust laws, and more. Compare with other states.

Explore

California Estate Planning Forms

Pick what's right for you. Free for California.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Last Will and Testament

Name your heirs, guardians, and final wishes. Free for every state.

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Free

Pour-Over Will

Catch anything outside your trust. Pairs with your revocable trust.

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Free

Healthcare Power of Attorney

Name someone to make medical decisions if you can't.

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Free

Financial Power of Attorney

Name someone to manage your finances if you can't.

Get Started

California Tools & Calculators

Run the numbers for California for free.

How Much Does Probate Cost in California?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

Use Calculator

How Much Can an Executor Charge in California?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

Use Calculator

Who Inherits Without a Will in California?

Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.

Use Calculator

What's Fair Trustee Compensation in California?

Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.

Use Calculator

How Much Are Estate & Inheritance Taxes in California?

Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.

Use Calculator

How Many Death Certificates Do I Need in California?

Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.

Use Calculator

Do I Need Probate in California?

Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.

Check Now

What Does Estate Planning Actually Cost in California?

See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.

Compare Costs

How Much Does a Revocable Living Trust Cost in California?

Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.

Compare Costs

How Much Does a Will Cost in California?

Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.

Compare Costs

How Much Life Insurance Do I Need in California?

Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.

Use Calculator

I'm Inheriting - What Should I Expect in California?

Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.

Learn More

Are My Beneficiary Designations Protected in California?

See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.

Check Now

What Are the Estate Laws in My State in California?

Understand your state's estate planning landscape. See will execution requirements, probate procedures, trust administration rules, and what happens if you die without a plan.

Check Your State

How Do Trust Laws Differ Between States in California?

See side-by-side differences in trust execution requirements, remote notarization, transfer-on-death deeds, and administration rules. Calculate settlement costs for each state.

Compare States

How Do I Sign Estate Documents in California?

Understand what you need to execute your estate planning documents. Check witness requirements, notarization rules, and whether you can sign remotely via video call (RON).

Check Requirements

Will My Estate Documents Transfer in California?

Moving states? Find out if your will, trust, healthcare proxy, or power of attorney will be recognized in your new state. See the legal basis for interstate recognition and any potential issues.

Check Portability

Do I Need a Revocable Trust in California?

Answer questions about your estate size, real estate, family situation, and privacy preferences to see how a revocable trust compares to a will alone.

Take the Quiz

Can I Self-File Probate in California?

Get a score-based recommendation on whether self-filing probate is right for your situation. See estimated savings vs. hiring an attorney and get a step-by-step checklist.

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Do I Need a Trust or Will in California?

Compare trusts vs wills for your specific situation. See probate costs, trust administration expenses, and whether your estate qualifies for simplified procedures based on your state and estate value.

Compare Options

How Do I Settle an Estate in California?

Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.

Get Checklist

What Are My Duties as Trustee in California?

Step-by-step guide for successor trustees administering a trust. Understand your duties, notification deadlines, and asset management responsibilities.

Get Checklist

What Are My Duties as Executor in California?

Complete guide for executors and personal representatives navigating probate. Court filings, creditor claims, and distribution timelines.

Get Checklist

California Estate Attorneys

Find estate planning attorneys in California by practice area.

California Estate Planning Attorneys

135 firms

California Estate Administration Attorneys

138 firms

California Trust Administration Attorneys

139 firms

California Probate Attorneys

43 firms

California Probate Litigation Attorneys

20 firms

California Trust Litigation Attorneys

31 firms

California Elder Law Attorneys

25 firms

California Tax Planning Attorneys

20 firms

California Conservatorship Attorneys

29 firms

California Guardianship Attorneys

10 firms

California Special Needs Planning Attorneys

13 firms

California Asset Protection Attorneys

9 firms

California Medi-Cal Planning Attorneys

15 firms

Financial Institutions in California

Banks, brokerages, and credit unions serving California.

America First

America First logo

Credit Union serving the West and Southwest

America First

Banc of California

Banc of California logo

Bank serving California

Banc of California

Bank of Hope

Bank of Hope logo

Bank serving the Southeast, West, and more

Bank of Hope

Bank OZK

Bank OZK logo

Bank serving the Southeast, Southwest, and more

Bank OZK

Banner Bank

Banner Bank logo

Bank serving the West

Banner Bank

Cathay Bank

Cathay Bank logo

Bank serving the Northeast, West, and more

Cathay Bank

CEFCU

CEFCU logo

Credit Union serving Illinois and California

CEFCU

Citizens Business Bank

C

Bank serving California

Citizens Business Bank

City National

City National logo

Bank serving the Southeast, West, and more

City National

Columbia Bank

Columbia Bank logo

Bank serving the West and Southwest

Columbia Bank

CommunityAmerica

CommunityAmerica logo

Credit Union serving the Midwest, Southeast, and more

CommunityAmerica

D.A. Davidson

D.A. Davidson logo

Brokerage serving the West, Midwest, and more

D.A. Davidson

East West Bank

East West Bank logo

Bank serving the West, Northeast, and more

East West Bank

Fifth Third Bank

Fifth Third Bank logo

Bank serving the Southeast, Midwest, and more

Fifth Third Bank

FirstBank

FirstBank logo

Bank serving Arizona, California and Colorado

FirstBank

Flagstar Bank

Flagstar Bank logo

Bank serving the Midwest, Northeast, and more

Flagstar Bank

California Estate Planning Articles

Understand California's unique estate planning landscape including community property rules, Medi-Cal recovery, and AB trust strategies.

The Cost of Probate in California: A Breakdown

The Cost of Probate in California: A Breakdown

California probate costs range from thousands to tens of thousands.
Estate Planning
SimplyTrustSimplyTrust EditorialFebruary 11, 2026
Revocable Trusts in California Versus Nevada

Revocable Trusts in California Versus Nevada

Revocable trusts in California and Nevada share the same core purpose and mechanics, with key differences in probate costs, community property rules, and tax context.
Estate Planning
SimplyTrustSimplyTrust EditorialSeptember 25, 2025
Inheritance Tax in California: What It Is (And Isn’t)

Inheritance Tax in California: What It Is (And Isn’t)

California has no inheritance tax since 1982. Learn the history, common misconceptions, and what still matters when inheriting assets.
Estate Planning
SimplyTrustSimplyTrust EditorialSeptember 25, 2025
Estate Tax in California: A Clear, Current Overview

Estate Tax in California: A Clear, Current Overview

California has no state estate or inheritance tax. Only federal estate tax applies to estates exceeding $13.99 million in 2025.
Estate Planning
SimplyTrustSimplyTrust EditorialSeptember 25, 2025

California Estate Planning News

Track California estate planning changes including Proposition updates, probate code revisions, and tax law modifications impacting residents.

Understanding Inheritance Tax: What You Need to Know

Understanding Inheritance Tax: What You Need to Know

Explore the complexities of inheritance tax and how it affects your estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 26, 2026
Shifts in Estate Planning: Embracing New Mediation Approaches

Shifts in Estate Planning: Embracing New Mediation Approaches

Explore how mediation is transforming estate planning disputes.
News
SimplyTrustSimplyTrust EditorialFebruary 25, 2026
California’s Billionaire Tax: What You Need to Know

California’s Billionaire Tax: What You Need to Know

California proposes a 5% one-time wealth tax on billionaires. What does this mean for the state’s economy and social services?
News
SimplyTrustSimplyTrust EditorialFebruary 24, 2026
Recent Updates in California Estate Planning Law

Recent Updates in California Estate Planning Law

Discover how recent California court decisions affect your estate planning strategies.
News
SimplyTrustSimplyTrust EditorialFebruary 19, 2026
New Strategies for Effective Wealth Transfer in 2023

New Strategies for Effective Wealth Transfer in 2023

Explore new strategies for effective wealth transfer in 2023.
News
SimplyTrustSimplyTrust EditorialFebruary 18, 2026
Essential Duties for California Trustees You Must Know

Essential Duties for California Trustees You Must Know

Discover the vital responsibilities of California trustees and how to avoid costly mistakes in trust administration.
News
SimplyTrustSimplyTrust EditorialFebruary 14, 2026
Key Updates in Estate Planning Law for 2026

Key Updates in Estate Planning Law for 2026

Discover the essential updates in estate planning law for 2026 that could impact your financial future.
News
SimplyTrustSimplyTrust EditorialFebruary 14, 2026
Navigating the Emotional Landscape of Estate Planning

Navigating the Emotional Landscape of Estate Planning

Explore how estate planning can impact family relationships and learn to navigate emotional complexities.
News
SimplyTrustSimplyTrust EditorialFebruary 12, 2026
Court Ruling on Inheritance Claims in Halperin Case

Court Ruling on Inheritance Claims in Halperin Case

Discover how a recent court ruling impacts inheritance rights and estate planning dynamics in California.
News
SimplyTrustSimplyTrust EditorialFebruary 4, 2026
California Probate Rulings: Key Updates You Should Know

California Probate Rulings: Key Updates You Should Know

Stay updated with California’s probate court changes and how they impact your estate planning.
News
SimplyTrustSimplyTrust EditorialJanuary 29, 2026
California’s New Trust Laws: Simplifying Estate Management

California’s New Trust Laws: Simplifying Estate Management

California’s new trust laws simplify estate management and clarify responsibilities. Discover how they affect you!
News
SimplyTrustSimplyTrust EditorialJanuary 22, 2026
Larry Page’s Move to Florida: Impacts of California’s Billionaire Tax

Larry Page’s Move to Florida: Impacts of California’s Billionaire Tax

Larry Page’s recent move to Florida highlights the impact of California’s proposed billionaire tax on estate planning.
News
SimplyTrustSimplyTrust EditorialJanuary 16, 2026