Make 2026 the year you get your estate plan in place!
One of the most common questions parents ask is: Do I need a will or a trust? The answer depends on your family, assets, and goals. Here’s a simple breakdown for California parents.
❓ Frequently Asked Questions
Do I still need a will if I have a trust?
Yes. In California, a will is where you nominate guardians for your minor children.
Does a will avoid probate?
No. A will goes through probate. A trust is what helps families avoid it.
What is probate, and why do parents want to avoid it?
Probate is a court-supervised process that is public, costly, and slow. It can delay access to funds your children may need.
Can my kids inherit directly?
Not legally. Without planning, the court may hold funds until age 18 — often not ideal.
Is estate planning only for wealthy families?
No. Parents with modest assets often benefit the most from clear planning.
How often should parents update their plan?
Any major life change — birth of a child, move, new home, or marriage — is a good time to review.
The Peace of Mind Planning Family Strategy Session is a personalized consultation designed to help families create a tailored estate plan that ensures their loved ones are protected, and their wishes are honored. During the session, we’ll discuss essential legal documents such as wills, trusts, and guardianship, and provide a clear roadmap for your family’s future. Our expert guidance empowers you to make confident decisions, giving you peace of mind knowing that your family's well-being is secure, no matter what happens.
This content is general information only and not legal advice. Consult a qualified California estate planning attorney for guidance tailored to your family.
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