Estate Planning: Wills, Trusts, and Alternatives Category: Estates Wills and Trusts
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Estate planning is the process of deciding who will get your property and how you would like it transferred after your death. It can also involve designating a guardian for young children or a representative to make financial and medical decisions for you if you become incapacitated.
Power of Attorney
Authorize Someone to Act on Your Behalf A Power of Attorney (POA) is a legal document that you (as the “principal”) create. It gives another person (your agent, or “attorney-in-fact”) the legal authority to act on your behalf. You can give your agent broad, ongoing powers, such as handling all...
Read MoreKeeping Your House Out of Probate
Learn About It Your home is often your largest asset, and something you want to ensure transfers according to your wishes after your death. Without any advanced planning, your loved ones may be saddled with a complicated court procedure after you’re gone in order to transfer your home to your...
Read MoreCalifornia’s Transfer on Death deed: One option to avoid probate on your home
Homeowners often want to leave their home to children, partners, or others without forcing them to go through the probate court after the owner dies. There are several ways to set this up this in California. Living trusts are a great option, but usually require a lawyer and a lot...
Read MoreSenior Legal Hotline
Estates Wills and Trusts
Sacramento County Assessor’s Office
Housing
Sacramento, CA 95826
Property Transfer Information: 916-875-0750
Real Property Assessment Information: 916-875-0700
https://assessor.saccounty.gov/Pages/default.aspx
Elder and Health Law Clinic
Estates Wills and Trusts
Capital Pro Bono
Courts and Procedure
Housing and Economic Rights Advocates (HERA)
Estates Wills and Trusts
Transfer on Death (TOD) Deed: Naming Beneficiaries and Revoking TOD Deeds
Background The “Revocable Transfer on Death Deed,” also called “TOD Deed” or “beneficiary deed,” is a simple way to leave a residence to your beneficiaries without the need for probate. The current owner or “transferor” names the intended heirs as “beneficiaries.” The deed has no effect until the transferor dies,...
Read MoreAffidavit for Collection of Personal Property (Small Estate Affidavit)
Background Procedures in this guide apply only to personal property valued under $166,250/$184,500 This guide only applies to personal property (money and moveable property like jewelry, vehicles, tools, etc.) For Real Property valued under $166,250 (4/1/2022) or or $184,500 (4/2/2022), you cannot use this form, but there may be alternatives...
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