When is a will sufficient for California estate planning? Written By Sandra McCarthy Founder, A People’s Choice 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. By Sandra McCarthy|February 25th, 2021|Will FAQs|0 Comments