Will Package2021-03-06T07:23:59-08:00

California Estate Plan Will Package

Create your will today

Save up to $200 on document preparation with our will package.

These three documents define:

  • Who receives your possessions when you pass away
  • Who cares for your minor children if you are unable to
  • Your end-of-life decisions and who can speak on your behalf
  • Who may handle your financial and legal matters
Last will package

Select your will package

Individual

Will Package

Documents for 1 person

$250

Start My Estate Plan

Couple

Will Package

Documents for 2 people

$399

Start Our Estate Plan

Will Package Includes

Last Will

Specifies how your property will be managed upon your death and provides a plan for how those assets are distributed after your death. You may also name the guardian for any minor children.

Healthcare Directive

Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.

Financial POA

Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.

What makes our service unique?

Affordable

Our simple online interview process can help you save thousands compared to hiring an expensive attorney to prepare your estate plan.

Expert Verification

Our estate plan service includes a personal interview to review your documents, making sure you didn’t overlook something.

Legal & Reliable

We use the same estate planning software that many California attorneys use, so you can be confident in your documents.

Trusted

We provide exceptionally high quality legal document preparation services unsurpassed by any other company online, and we take pride in our long-term reputation.

How it works

child custody

1. Complete our simple questionnaire

It’s convenient and risk free!

2. Review and confirm services

Review your information and tell us how quickly you need your documents.

3. Sign and purchase

Securely sign online and we’ll complete your documents.

Relax knowing you and your loved ones are protected

Our experts verify all estate plan information during your personal interview

Start Your Estate Plan

Common questions about our will package

Where should I keep my will after I sign it?2021-02-25T21:07:19-08:00

Keep your will in a safe, easily accessible place after it is signed.

Be sure the executor you appointed knows where it is kept.

 

What makes a will legally binding in California?2021-02-25T21:01:52-08:00

Wills are legally binding if the following criteria are met:

  • You must be of sound mind
  • You must be acting of your own free will without undue influence or duress from others
  • The will must be signed and witnessed according to the applicable laws of California
When is a will sufficient for California estate planning?2021-02-25T20:59:15-08:00

A will is sufficient if:

  • The total value of your assets at the date of your death is less than $166,250, excluding any asset which has a beneficiary provision and any asset which is in joint tenancy (or other multiple tenancy).
  • The value of your real property at the date of your death is less than $55,425.

A trust is recommended for estate planning if your assets or real property have a higher value.

What is a will?2021-02-25T20:40:18-08:00

A will is a legal document that is effective at your death. This document will name your executor who is the person who will handle your assets after your death. It also permits you to name beneficiaries, set up support trusts for minor children or other dependents, and designate when and how your gifts will be given.

If you have minor children, you can also name a guardian for these children.

If your assets are in excess of $166,250 and you do not have a trust, your estate will probably need a probate proceeding which can be very expensive.

What happens if I die without a will?2021-02-25T13:52:12-08:00

If you die without a will you will not be able to choose who receives your assets. Instead, your closest relatives or heirs inherit your wealth according to intestate succession laws.

Intestate succession laws control which surviving family members of the decedent inherit their assets after probate when the person did not leave a will. The statutory laws identify the decedent’s relatives that should inherit the money. Who inherits what depends on which relatives are still alive when the person dies. Generally speaking,

  • When a decedent is married and has children, the spouse receives part of the estate and the children receive the rest.
  • If the decedent is unmarried at the time of death and had children, the laws dived the estate equally among the children.
  • When a decedent is unmarried and childless, the person’s parents inherit the estate.  If the decedent’s parents are not living, the person’s siblings inherit equal portions of the estate.
  • If the person does not have a surviving spouse, children, parents, or siblings, then the person’s grandparents, aunts and uncles, and cousins can inherit.

Keep in mind, there are many other variations of how intestate laws work. You can read more about California’s intestate succession laws here.

What is probate?2021-03-17T14:17:49-07:00

Probate is a legal proceeding required to settle a deceased person’s estate, paying all debts of the decedent, and distributing the property to the heirs and beneficiaries.

When a Living Trust holds the title to some of the decedent’s property, however, that property can pass to the beneficiaries without going through probate.

A court probate of a will, depending on the size of the estate, can be expensive and time-consuming. The probate process varies dramatically between states, but can be completely avoided with proper estate planning.

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