Educational guides
Guides
Educational guides for California families on trusts, Medi-Cal, legal plans, and incapacity documents. They offer general information to help you prepare better questions. They are not legal advice.
Featured
Featured guides
California TOD Deed vs Living Trust: Which Fits Your Home?
Compare a California transfer on death deed with a funded living trust: witness and recording rules, incapacity, backup beneficiaries and the 2032 sunset.
Does Medicare Pay for Nursing Homes in California?
Medicare covers up to 100 days of skilled nursing care, not long-term custodial care. Learn when Medi-Cal may step in for California families in 2026.
AB 2016 $750K Home Petition: Still Need a Living Trust?
California's AB 2016 home petition covers a main home up to $750,000 for deaths on or after April 1, 2025. See what it misses and when a trust may help.
Guides
Living Trust vs Will in California: Which Do You Need?
General educational information; not legal advice.
How to Fund a California Living Trust: Step-by-Step Checklist
General educational information; not legal advice.
California Successor Trustee Checklist: Duties After a Loved One Dies
General educational information; not legal advice.
Medi-Cal Estate Recovery in California: How Living Trusts Fit In
General educational information; not legal advice.
Medi-Cal Lookback, Asset Limits & Long-Term Care Planning (California)
General educational information; not legal advice.
MetLife Legal Plans Estate Planning: How to Verify Coverage
General educational information; not legal advice.
ARAG Legal Plan Estate Planning Attorney in California
General educational information; not legal advice.
California Durable Power of Attorney & Advance Health Care Directive
General educational information; not legal advice.
AB 2016 $750K Home Petition: Still Need a Living Trust?
General educational information; not legal advice.
Does Medicare Pay for Nursing Homes in California?
General educational information; not legal advice.
California TOD Deed vs Living Trust: Which Fits Your Home?
General educational information; not legal advice.
Prop 19 Parent-Child Exclusion in California (2026 Guide)
General educational information; not legal advice.
Does California Have an Estate or Inheritance Tax? (2026)
General educational information; not legal advice.
How to Choose a Successor Trustee in California
General educational information; not legal advice.
Living Will vs. Living Trust in California: What Each One Does
General educational information; not legal advice.
Successor Trustee vs. Power of Attorney in California
General educational information; not legal advice.
California's New TOD Brokerage Account Law (SB 1288)
General educational information; not legal advice.