Estate Planning Information

For a broad overview of what estate planning is and tools involved in it, please see below for a compiled list of excellent resources provided by the following organizations:

• Judicial Council of California

  Click here: Handbook for Conservators

• American Bar Association

  Click here: Estate Planning Info & FAQs

• CalABLE

  Click here for information on CalABLE, a “savings and investment plan offered by the state of California to individuals with disabilities” that you may be able to utilize: https://www.calable.ca.gov/

  For recent CalABLE news and upcoming webinars, please see here: https://calable.ca.gov/news