Download Estate Planning Consumer Guide

Empower yourself with knowledge. Our comprehensive guide provides insights into wills, living trusts, and estate planning tailored for California residents.

California Consumer Guide to Wills, Living Trusts, and Estate Planning [2025 Edition]

Authored by Estate Planning Specialist Attorney Bob Bergman, this guide offers valuable information for residents of California. It provides advice and is not a complete statement of the law concerning all planning options. The laws governing tax and estate planning matters are complex and constantly changing. Should you desire legal advice, please consult with competent legal and/or tax counsel.

DISCLAIMER: The information in this brochure is for residents of the State of California only. It provides for advice only and is not a complete statement of the law concerning all planning options. The laws governing tax and estate planning matters are complex and constantly changing. Should you desire legal advice, please consult with competent legal and/or tax counsel.

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Consider watching one of our “on demand” estate planning webinars to further your education about estate planning. These sessions provide in-depth discussions on various aspects of estate planning tailored for California residents.

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