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The Handwritten Will

California law allows handwritten wills to be valid as, “holographic wills” if they meet the requirements of section 6111 of the Probate Code.  That a person can informally write a handwritten will means that anyone who is unable, for any reason, to see an attorney in a timely manner can nonetheless legally express their testamentary intentions in an enforceable holographic will.  That approach, however, is not without its risks.
United States Probate Code

Amending a California Trust

In California, people who own real property generally establish a revocable living trust, as settlors, and transfer title to their assets to themselves as trustees to avoid probate when they die. While alive, a settlor retains the separate powers to revoke and amend their living trust, so long as they have the mental capacity to do so.
United States Dennisa Fordham California Supreme Court Supreme Court Probate Code State Bar Certified Specialist

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Creditor claims against a decedent's trust estate. – Lake County Record-Bee

The recent appellate court decision by the First Appellate Department of the California Court of Appeals in Spears v. Spears, 97 Cal. App. 5th 1294, 2023 Cal. App., is an important change to how creditors of a decedent’s estate could satisfy their creditor’s claim against the decedent’s trust estate, under certain conditions, in the California First Appellate Department.  
United States First Appellate Department Of The California Court California First Appellate Department Second Appellate Department Arluk Medical Center Industrial Group Inc First Appellate Department

California uniform Directed Trust Act

Under present California trust law, trustees are the only fiduciaries (i.e., legally appointed representatives) with the duty, authority and power to administer a trust’s assets, liabilities and financial and legal affairs.   The trustee’s primary duty is to carry out the terms of the trust for the benefit of the beneficiaries. 
United States Uniform Directed Trust Act Probate Code Directed Trusts Trust Director Directed Trust

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