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Wills and Trusts

Wills and Trusts in California

Wills and Trusts are both common tools to help you plan how your assets will be distributed after your death.

You can use a Will, a Trust, or both (as part of a complete Estate Plan), depending on your needs.

They help protect what you’ve worked so hard for, make your last wishes known, and make sure your loved ones don’t get any unexpected surprises.

We can help
What's the best choice for me?
Which one is more private?
How can I avoid Probate?

A Will or a Trust?

There are key differences between Wills and Trusts. But simply put, a Trust goes into effect upon your death. A Will goes into effect once it’s created.


  • Outline where and to whom assets should after you die
  • Identify your executor who carries out your wishes
  • Names the guardian for your minor children
  • Do not avoid California Probate
  • Become public record


  • Become effective during your lifetime
  • Avoid Probate, saving significant time and money
  • You keep control of your assets until you die
  • Can manage inheritance until certain conditions are met
  • Are private