Get Information on Wills & Power of Attorney from Wells Fargo Advisors.
www.WellsFargoAdvisorsInfo.com
Protect Your Family and Assets Call Today For A Free Consultation
www.AssetProtectionLaw.com
Heir to a California inheritance? Apply for a probate cash advance.
InheritanceFunding.com/California
Have You Designated Beneficiaries? Check Out Common Mistakes To Avoid.
www.ameriprise.com
Experienced Probate Lawyers; Free Initial Consultation; Call Now.
www.LegalActionWorkshopLAW.com/
Simple - Prepare Online & Print. "Simple to Use" - PC Magazine
www.LegacyWriter.com
Get Help Planning A Trust. Protect Assets & Know Your Family's Rights.
www.CunninghamLegal.com
Get it Right with LegalZoom: Expertise, Service, Speed & Value.
www.LegalZoom.com
California Probate Code 2009 Ed. Order Today and Get Free Shipping!
West.Thomson.com
Get the Will for Your Needs Today! Completed Sample With Your Purchase
USLegalForms.com
California State Bar Certified Estate Planning Lawyer Referral
Estate-Planning-Lawyer-Referral.com
The attorneys at Ajalat & Ajalat, LLP provide legal counsel to residents of Los Angeles, California in matters of estate planning, wills, and probate.
www.ajalatlaw.com
The attorneys at Burroughs & Froneberger provide legal counsel in the matters of wills and probate to individuals in Marin County, California.
www.bf-law.net
The attorneys at Carmel & Naccasha, LLP provide legal counsel in the matters of estate planning in San Luis Obispo, California.
www.carnaclaw.com
The Law Offices of Karin E. Baker specialize in estate planning for individual clients in the Costa Mesa and Orange County, California area.
www.kbaker-law.net
Get Information on Wills & Power of Attorney from Wells Fargo Advisors.
www.WellsFargoAdvisorsInfo.com
Protect Your Family and Assets Call Today For A Free Consultation
www.AssetProtectionLaw.com
Heir to a California inheritance? Apply for a probate cash advance.
InheritanceFunding.com/California
Make sure you know the legal requirements you must meet in order to perform California estate planning and to create the detailed paperwork involved with writing wills and trusts in California. Check the state requirements, as well as any county or city requirements, that may be in place so you don't inadvertently break any guidelines or laws.
1. Know what's required to create binding wills in California.
2. Recognize the differences between California wills and trusts.
3. Educate yourself on California estate planning regulations.
Action Steps
The best contacts and resources to help you get it done
Create a niche business drawing up California wills
Set yourself up for success by focusing your law practice on the creation of California wills. Use prefab templates to make simple wills quickly and easily, thus saving you and your clients time and money.
I recommend: LegalZoom.com provides you with the ability to create California wills using pre crafted templates. Lawgic allows you to craft and create a legal California will using questions and answers to tailor the will to your customers' needs.
Understand the subtleties of California trusts and estates
Create California trusts to prevent the deceased's assets from entering probate. Make sure your clients understand the differences between a will and a trust; help guide them to the legal instrument that best suits their needs.
I recommend: The State Bar of California walks you through the process of determining who needs a living trust and provides you with paperwork for your English and Spanish speaking clients. Fore! Trust Software has California-specific living trust document templates to make it easy for you to meet your clients needs.
Provide your clients with quality estate planning in California
Help your clients with estate planning to ensure their assets are divided according to their wishes and they're protected from the emotional battles that often occur when distraught family members disagree on what should be done. Estate planning allows your client to make all of those decisions for themselves; you draw up the paperwork to make it legally binding.
I recommend: Lawyers.com provides a comprehensive overview of estate planning in California so that you can educate yourself to better aid your clients. National Lawforms has the latest software you need to help your clients with CA estate planning.
Tips & Tactics
Helpful advice for making the most of this Guide
- • Take advantage of free trials of legal software designed to help you with your clients needs for California wills, trusts and estates planning; you can see if it meets your needs before you buy.


