California Estate Planning Checklist

What’s Inside

• Five yes/no questions that tell you whether you need a trust
• The complete checklist of documents in a California estate plan — including the ones most people forget
• Eight substantive questions to ask any estate planning attorney before hiring them
• The California probate fee quick-reference table ($500K–$2M estates)

This guide is for general informational purposes and does not constitute legal advice. For guidance on your specific situation, contact Trust Advisor directly.