CA

California Estate Planning: Wills, Trusts & Probate

California is a community property state with one of the country's most expensive and time-consuming probate courts, which is a big reason so many California families use a revocable living trust instead of relying on a will alone.

California at a glance

Will witnesses

2 required

California requires two witnesses who are present at the same time and watch the testator sign (or acknowledge the signature). Witnesses should be disinterested — not beneficiaries — to avoid a interested-witness challenge later.

Self-proving affidavit

See details

California allows a self-proving will using a notarized affidavit signed by the testator and both witnesses. Without it, the witnesses may need to testify or sign a declaration during probate, which slows things down.

Remote online notarization

Permitted by state law

California authorizes remote online notarization (RON) for many document types through approved platforms, in addition to traditional in-person notarization. Confirm your document qualifies for RON before scheduling. LegacyShield remote notary sessions are coming soon — in-home notary visits are available now.

Typical probate

9–18 months for a typical supervised probate, longer if there are disputes or real estate to sell.

California sets statutory probate attorney and executor fees on a sliding scale of the estate's gross value (roughly 4% on the first $100,000, stepping down as the estate grows), so probate on a $500,000 estate can easily cost $25,000–$30,000 or more between attorney and executor fees.

Small-estate threshold

$208,850 (indexed periodically; confirm the current figure)

Estates under the threshold may use a simplified small-estate affidavit or petition instead of full probate, which can save months and thousands of dollars.

Property regime

Community property

California is a community property state. Assets acquired during marriage are generally owned 50/50 by both spouses, regardless of whose name is on the title, while separate property (owned before marriage, or received by gift or inheritance) stays with the individual spouse. This affects how much of an estate a will or trust can actually control.

Healthcare directives in California

California uses an Advance Health Care Directive that combines a health care agent appointment (power of attorney for health care) with living-will style treatment instructions in one document. It should be signed with two witnesses or notarized.

Powers of attorney in California

California's durable power of attorney for finances remains effective if you become incapacitated, provided it includes durability language. It's commonly signed alongside the health care directive and does not require court filing to take effect.

California estate planning questions

Do I need a living trust in California?
Not everyone does, but because California's probate fees are set by statute and scale with estate value, many homeowners and higher-net-worth families use a revocable living trust to keep real estate and other assets out of probate.
Is a handwritten (holographic) will valid in California?
Yes — California recognizes holographic wills if the material terms and signature are in the testator's own handwriting, but a properly witnessed, typed will is far less likely to be challenged.
Does marriage or divorce change my will in California?
Divorce generally revokes gifts and fiduciary appointments to a former spouse automatically. Marriage after signing a will can also entitle an omitted spouse to a share of the estate. Update your documents after either event.
Can I notarize my estate documents remotely in California?
Yes, California permits remote online notarization through authorized providers for many documents, alongside traditional in-person notarization.

Laws change and every estate is different — verify current requirements with a licensed attorney in your state before signing or relying on any document.

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