Resources
Insights & Educational Resources
Plain-language articles on California trust and estate matters — written to help beneficiaries, trustees, and families understand their options. This is general information, not legal advice.
Understanding Trust Accountings: A California Beneficiary's Guide
What a trust accounting must include under California law, when you’re entitled to one as a beneficiary, and how to read it with confidence — plus the questions worth asking when the numbers don’t seem to add up.
Read article Will ContestWill Contests in California: Common Grounds and Key Deadlines
The grounds for challenging a will in California — lack of capacity, undue influence, fraud, and improper execution — who has standing to bring a contest, and why the deadlines make timing so important.
Read article Certificate of Independent ReviewWhat Is a Certificate of Independent Review?
How an independent attorney’s review can protect a gift to a caregiver or fiduciary from California’s presumption of undue influence — what the certificate is, when it’s needed, and what the review involves.
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