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How to include digital assets in your estate plan

California law allows you to include digital assets in your estate plan. You can give an executor, trustee, administrator, or fiduciary authority the ability to access and modify your digital assets after your death. Files Files are often forgotten about during the...

The basics of a certificate of trust

Instilling trust is important to anyone who becomes the administrator of an estate. A trustor needs a certificate of trust to prove the existence of a trust and reveal its specific terms. This certificate is an essential document to include as part of your estate...

Have you updated your estate plan?

It takes time to see how daily life is full of opportunities to update your will in California. Below are examples of why or when you need to revise your estate and take control of your assets. Tax laws When tax laws change, estate planning equips you to reduce taxes...

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