Estate Planning and Probate Resources
The estate planning attorneys at Lonich & Patton 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 as well as guardianships and conservatorships.
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
Estate Planning Process
Santa Clara County: Property Transfers Information
Find Law: General Estate Planning Information
DMV: Transferring a Vehicle without Probate
Wills
California Bar: Statutory Will Form
Find Law: General Information on Wills
Trusts
Santa Clara County: General Trust Information
Santa Clara County: Living Trust Information
Find Law: General Trust Information
Trust Administration
Nolo: The Trustee's Job � The First Six Months
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
Information on Making Health Care Decisions & Health Care Directives
Santa Clara County: Making Health Care Decisions/Advanced Directives
Nolo: Living Will, Power of Attorney, or Advanced Directive?
Medi-Cal Planning
Santa Clara County Courts: General Medi-Cal Information
Santa Clara County Courts: Applying for Medi-Cal
California Department of Healthcare Services: General Medi-Cal Information
Conservatorships
Santa Clara County Courts: What is a Probate Conservatorship?
Santa Clara County Courts: General Conservatorship Information
Guardianships
Santa Clara County Courts: General Guardianship Information
Santa Clara County Courts: What is a Probate Guardian
Nolo: Guardianship of Children
Protecting Your Children's Assets
Contact Us
1871 The Alameda, Ste. 475
San Jose, CA 95126
Phone: (408) 553-0801
Fax: (408) 553-0807
contact@lonichandpatton.com
Where We Practice
Lonich & Patton, LLP handles matters for clients in northern California, especially San Jose and Silicon Valley. Our services are available to anyone within the following counties: Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, Monterey, and San Benito. For a full listing of areas where we practice, please click here.