Estate Planning and Probate Resources

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.

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
http://www.scscourt.org/self_help/probate/probate_glossary.shtml

CNN Money: Estate Planning 101
http://money.cnn.com/magazines/moneymag/money101/lesson21/

Estate Planning Legal Resources

Sacramento County Public Law Library
http://www.saclaw.org/index.aspx

San Francisco Law Library
http://www.sflawlibrary.org/

Estate Planning Process

Santa Clara County: Property Transfers Information
http://www.scscourt.org/self_help/probate/property/property_home.shtml

Find Law: General Estate Planning Information
http://estate.findlaw.com/estate-planning/estate-planning-overview/

DMV: Transferring a Vehicle without Probate
http://www.dmv.ca.gov/pubs/brochures/howto/htvr2.htm

Wills

California Bar: Statutory Will Form
http://www.calbar.ca.gov/Public/SimpleWill.aspx

Find Law: General Information on Wills
http://estate.findlaw.com/estate-planning/wills

Find Law: Wills
http://estate.findlaw.com/estate-planning/wills/

Trusts

Santa Clara County: General Trust Information
http://www.scscourt.org/self_help/probate/property/probate_trusts.shtml

Santa Clara County: Living Trust Information
http://www.scscourt.org/self_help/probate/medical/living_trust.shtml

Find Law: General Trust Information
http://estate.findlaw.com/estate-planning/trusts/

Nolo: Living Trusts
http://www.nolo.com/legal-encyclopedia/living-trusts/

Trust Administration

Nolo: The Trustee's Job – The First Six Months
http://www.nolo.com/legal-encyclopedia/trustees-job-first-six-months-32452.html

Nolo: Advice to Trustees
http://www.nolo.com/legal-encyclopedia/article-32451.html

Probate Administration

California Bar: What is Probate?
http://www.calbar.ca.gov/Public/Pamphlets/EstatePlanning.aspx

Santa Clara County Courts: How to Probate a Decedent’s Estate
http://www.scscourt.org/self_help/probate/property/probate_overview.shtml

Santa Clara County Courts: Diagram of Probate Process
http://www.scscourt.org/self_help/probate/property/process.shtml

Santa Clara County Courts: Administering the Probate Estate
http://www.scscourt.org/self_help/probate/property/administering.shtml

Santa Clara County Courts: Closing & Distributing the Estate
http://www.scscourt.org/self_help/probate/property/closing_distributing.shtml

Powers of Attorney

Santa Clara County: Information on Powers of Attorney
http://www.scscourt.org/self_help/probate/medical/poa.shtml

Santa Clara County: Changing Your Power of Attorney
http://www.scscourt.org/self_help/probate/medical/poa.shtml#cancel

Nolo: Powers of Attorney
http://www.nolo.com/legal-encyclopedia/article-29595.html
http://www.nolo.com/legal-encyclopedia/powers-of-attorney/

Information on Making Health Care Decisions & Health Care Directives

Santa Clara County: Making Health Care Decisions/Advanced Directives
http://www.scscourt.org/self_help/probate/medical/health_decisions.shtml

Nolo: Types of Health Care Directives
http://www.nolo.com/legal-encyclopedia/article-30023.html

Protecting Your Children’s Assets

Santa Clara County: Protecting Children’s Assets
http://www.scscourt.org/self_help/probate/minors/minors_assets.shtml

Phone:
408.553.0801
Address:
1871 The Alameda, Suite 400,
San Jose, CA 95126
Email:
contact@lonichandpatton.com