Planning · 10 min

Do you need a living trust in California?

A living trust avoids probate, keeps your estate private, and transfers assets without court involvement. Understanding whether you need one is a decision you can work through before speaking with an attorney.

What you'll learn

  • California's probate threshold and why it matters for your estate
  • Which asset types pass outside of probate without a trust
  • When a will alone is enough and when a trust adds real value
  • Questions to bring to your first estate planning consultation

Step by step

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Safety note

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