You Are Starting a Plan
You want to document wishes about property, financial decisions, and health care.
Wills, Trusts & Estate Planning
Plan for the People Who Matter.
A new plan, an outdated document, or a death in the family can call for different next steps. Start with your goals, existing documents, and the people you want to protect.
- Your next step before contact details
- One question at a time
- “Not sure” is always an option
Your answers stay in this page. Switching languages carries them to the matching page. Nothing is submitted.
Let’s Check Your Options
Eight questions to organize your next step. No contact details needed.
General information, not legal advice. This check does not determine eligibility, rule out a claim, calculate a deadline, file a complaint, or create an attorney-client relationship.
Does This Sound Familiar?
These situations may call for a closer look. The facts, documents, and applicable law matter.
Life Has Changed
A marriage, divorce, new child, move, or change in assets may call for an update.
Someone Has Died
The documents, ownership of assets, and date of death affect the next steps for administration.
Tell Us What Happened
Answer eight questions without giving your name, email, or phone number.
See Your Next Step
Get a preparation list and any issues that need prompt attention. An uncertain answer does not end the check.
Discuss the Details
An attorney can review the records, deadlines, options, and fees before you decide whether to proceed.
What a Review May Clarify
The appropriate path depends on your circumstances. No outcome is promised.
Documents That Match Your Goals
A review may address a will, trust, powers of attorney, and health-care directions, with attention to the people you appoint.
How Assets Would Transfer
Ownership, beneficiary designations, and the applicable probate process need review. A trust must be implemented appropriately; signing a document alone is not a universal way to avoid probate.
Questions You May Have
Does every estate need a full probate case?
No. California has different transfer procedures, each with its own conditions. The date of death, type and value of assets, and ownership matter; current thresholds should be checked for the specific procedure.
Will this check create a will or trust?
No. It organizes the topics for a review. It does not draft, sign, amend, fund, or revoke any legal document.
Attorney advertising. No result or representation is guaranteed. Using this page does not preserve a deadline.
General information, not legal advice. This check does not determine eligibility, rule out a claim, calculate a deadline, file a complaint, or create an attorney-client relationship.