You may be surprised to learn how the state of California* decides how to distribute property. Request our complimentary chart and other planning resources using the form on this page.
By creating and updating your will or trust and ensuring your beneficiary forms are complete and up-to-date, you can ensure that loved ones and causes you care most about are included and your wishes are honored.
Use this short checklist to determine if it’s time to create or update your plan.
Checking just one means it’s time to create or update your plan.
*If you don’t live in California, check how your own state distributes property.