Updated for 2026 — accounts for California's three probate tiers including the new AB 2016 streamlined procedure for primary residences (effective April 1, 2025). Statutory fees are calculated on gross estate value, not net equity.
Use market value — not what you owe. Enter $0 if there is no real estate in the estate.
Shown for context only. California statutory fees are calculated on the gross value — not net equity after the mortgage.
Only include if no beneficiary is named. Accounts with named beneficiaries bypass probate entirely.
Only include accounts without a POD (payable-on-death) designation. POD accounts pass directly to beneficiaries outside probate.
California's three-tier system (2026):
Enter the estate details on the left to get started.
A properly funded living trust passes your assets directly to your loved ones — no court, no statutory fees, no public record, and no timeline dictated by a judge. Most California families can protect everything they own for a fraction of what one probate proceeding costs.