Estate Planning and Probate 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 look under each heading 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

CNN Money: Estate Planning 101

Estate Planning Legal Resources

Sacramento County Public Law Library

San Francisco Law Library

Estate Planning Process

Santa Clara County: Property Transfers Information

Find Law: General Estate Planning Information

DMV: Transferring a Vehicle without Probate


California Bar: Statutory Will Form

Find Law: General Information on Wills

Find Law: Wills


Santa Clara County: General Trust Information

Santa Clara County: Living Trust Information

Find Law: General Trust Information

Nolo: Living Trusts

Trust Administration

Nolo: The Trustee's Job – The First Six Months

Nolo: Advice to Trustees

Probate Administration

California Bar: What is Probate?

Santa Clara County Courts: How to Probate a Decedent’s Estate

Santa Clara County Courts: Diagram of Probate Process

Santa Clara County Courts: Administering the Probate Estate

Santa Clara County Courts: Closing & Distributing the Estate

Powers of Attorney

Santa Clara County: Information on Powers of Attorney

Santa Clara County: Changing Your Power of Attorney

Nolo: Powers of Attorney

Information on Making Health Care Decisions & Health Care Directives

Santa Clara County: Making Health Care Decisions/Advanced Directives

Nolo: Types of Health Care Directives

Protecting Your Children’s Assets

Santa Clara County: Protecting Children’s Assets

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