Estate planning is something most people know they “should” do, but it’s easy to put off until later. Many Californians assume that writing a will is enough to protect their loved ones. Unfortunately, that assumption is one of the most common mistakes families make.
Why Avoiding Probate Matters in California:
- Expensive: Court costs and legal fees can take a large portion of the estate.
- Time-Consuming: The process often lasts 12–18 months, and sometimes longer if the estate is complex.
- Public: Probate is a matter of public record, making personal and financial details accessible.
- THE COURT DECIDEDS HOW YOUR ASSETTS ARE DISTRIBUTED
Creating a Trust:
- Transfer assets more quickly without going through probate.
- Maintain privacy by keeping financial matters out of public record.
- Provide flexibility to update the plan if circumstances change.
- Reduce delays and expenses for loved ones.
- YOU STAY IN CONTROL OF HOW YOUR ASSETTS ARE DISTRIBUTED
Takeaway
Relying only on a will can leave families with added stress and financial burden. Exploring planning tools like living trusts can help provide peace of mind.