Free Resources

Free California Estate Planning Guides

Plain-language guides for California families. Enter your email to download.

Free Guide

California Estate Planning Guide

A plain-language overview of the essential parts of a California estate plan.

Free Guide

Who Needs a Living Trust in California?

Ten situations where a living trust protects your family, including homeowners and parents of young children.

Free Guide

Things to Think About Before Doing Your Estate Plan

Nine questions to work through before you meet with an estate planning attorney.

Free Guide

Trust Administration Checklist for Successor Trustees

A step-by-step checklist for when a loved one with a living trust has passed away.

Free Guide

Legal Protections for Loved Ones with Special Needs

A California planning guide to special needs trusts, SSI and Medi-Cal eligibility, CalABLE accounts, and other tools for protecting a loved one.

Estate planning for California families who worked too hard to leave anything to chance. Serving clients statewide.

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Estate planning for California families who worked too hard to leave anything to chance. Serving clients statewide.

This website is attorney advertising. The information contained on this site does not constitute legal advice and does not create an attorney-client relationship. Responsible attorney: Michelle Bosio, California State Bar No. 358244. Smart Estates Law, APC is licensed to practice law in the State of California. Prior results do not guarantee a similar outcome.