Free Guides
Estate Planning Resources for California Families
These guides are written for California families navigating estate planning, trust administration, and probate for the first time. They are practical, specific to California law, and free. Download any guide below.
California Estate Planning Checklist
15 things every Los Angeles family needs to know — including the five questions that tell you whether you need a trust.
Successor Trustee Duties Checklist
A month-by-month guide through California trust administration — notices, deadlines, and the mistakes that create personal liability.
California Probate Timeline and Cost Guide
What probate actually costs, how long it takes in LA County, and how a funded trust avoids both.
Trust Beneficiary Rights Guide
What California trust beneficiaries are entitled to know — and how to enforce it when a trustee won’t communicate.
Estate Planning for Business Owners
Why business ownership makes estate planning more complex — valuation, succession, buy-sell coordination, and tax.
All guides are for general informational purposes and do not constitute legal advice. For guidance on your specific situation, contact Trust Advisor directly.
