How a Joint Account Can Save Your Family from Probate (and When It Can’t)

When someone passes away, their assets including homes, bank accounts, and investments don’t automatically transfer to loved ones. In California, if those assets are titled only in the deceased person’s name, they typically must go through probate, a court-supervised process that can be lengthy, expensive, and public.

Did You Know It Costs $46,000 to Get a $1 Million Home Through California Probate?

If you think probate is just a small court process after someone passes away, think again. In California, probating a $1 million home costs around $46,000 in legal…

Top 5 Reasons Californians Still End Up in Probate (and How to Avoid It)

Probate can be one of the most stressful and time-consuming parts of settling an estate. In California, the court process can easily take a year or more, freezing access to assets and creating added costs, paperwork, and emotional strain for families who are already grieving.

Probate vs Trust in California: Why Trusts Win for Orange County Families

Understand why establishing a trust can save time, stress, and money compared to probate.