Estate Planning Resources

Estate Planning Resources

The estate planning attorneys at Lonich Patton Ehrlich Policastri have compiled a comprehensive list of resources to help Santa Clara County individuals gain a deeper understanding of estate planning and probate law.

The main areas of estate planning resources include general estate planning information, estate planning legal resources, and information on the estate planning process, wills, trusts, powers of attorney, advanced directives, and the protection of children’s assets. Also included are resources which discuss the Probate process in Santa Clara County.

Please click each heading to view resources that may pertain to your needs for information explaining legal processes, definitions, procedures, and public services available to you and your family.

Estate Planning Terms & General Information

Santa Clara County: Definitions of Estate Planning Terms
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CNN Money: Estate Planning 101
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Estate Planning Legal Resources

Sacramento County Public Law Library
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San Francisco Law Library
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Estate Planning Process

Santa Clara County: Property Transfers Information
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Find Law: General Estate Planning Information
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DMV: Transferring a Vehicle without Probate
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Wills

California Bar: Statutory Will Form
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Find Law: General Information on Wills
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Find Law: Wills
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Trusts

Santa Clara County: General Trust Information
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Santa Clara County: Living Trust Information
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Find Law: General Trust Information
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Nolo: Living Trusts
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Trust Administration

Nolo: The Trustee’s Job – The First Six Months
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Nolo: Advice to Trustees
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Probate Administration

California Bar: What is Probate?
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Santa Clara County Courts: How to Probate a Decedent’s Estate
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Santa Clara County Courts: Diagram of Probate Process
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Santa Clara County Courts: Administering the Probate Estate
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Santa Clara County Courts: Closing & Distributing the Estate
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Powers of Attorney

Santa Clara County: Information on Powers of Attorney
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Santa Clara County: Changing Your Power of Attorney
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Nolo: Powers of Attorney
Resource #1
Resource #2

Information on Making Health Care Decisions & Health Care Directives

Santa Clara County: Making Health Care Decisions/Advanced Directives
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Nolo: Types of Health Care Directives
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Protecting Your Children’s Assets

Santa Clara County: Protecting Children’s Assets
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