Estate Plan Explorer
What goes into an estate plan like yours?
Choose your estate size and family situation to see the plan elements most often used for households like yours, each explained in plain English.
Step 1
Approximate estate size
Everything you own: home equity, retirement accounts, investments, business interests, and life insurance.
Step 2
Your family
Select all that apply.
In nearly every plan
Whatever your profile, a complete plan usually includes a will (or pour-over will), a durable power of attorney for finances, an advance health care directive, and a HIPAA authorization. The elements below are built on top of these.
Each colored cell means the element is commonly used for that column. Click any element for an explanation.
This guide reflects common patterns in California estate planning and is for general education only. It is not legal advice. Every family is different, and the right plan depends on your specific goals, assets, and relationships.
Let's design the right plan for your family.
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