Define the plan
Specify your decision-makers and distributions. Check the California scope first.
Turn your decisions into a California will or trust packet. Define who acts, who receives, and what transfers. Leave a clear set of instructions—not a pile of questions.
Open document studio ↗Will or single-settlor trust packets. One workflow for document preparation and tailored review.
0 / 4 real-world steps marked complete (self-reported).
This release generates standard unsigned templates for one unmarried California adult with adult beneficiaries and outright distributions. It does not implement joint or married plans, minor-beneficiary trusts, special-needs trusts, intentional family exclusions, tax planning, amendments to existing plans, international property, or business succession. No California attorney has individually reviewed your generated packet. The same questionnaire gathers instructions for a tailored-review PDF in those situations.
Probate Code 6110 — will executionSpecify your decision-makers and distributions. Check the California scope first.
Create unsigned documents, execution pages, and an asset schedule for your chosen path.
Witness the will, complete applicable notarial acts, and finish the appropriate trust asset transfers.
Three pages each. Editable fields. Ready for your planning conversation.
Generated packets are unsigned templates; tailored-review PDFs summarize your instructions for individualized drafting. Downloading does not execute a will, notarize a signature, or transfer assets. California wills need the appropriate witness process. Trust certifications need acknowledgment; trust funding needs appropriate asset transfers. Tailored situations require individualized drafting.