Estate Planning: Why You Shouldn’t Wait to Get Started
You may know that an estate plan is something you should have in place, but…
Gracie BurnsJanuary 7, 2026
California Trust Administration Guide (From a Roseville, CA Estate Planning Attorney)
TL;DR Summary: Administering a California trust happens in four major phases: (1) Opening the administration,…
Stacy GrowDecember 11, 2025
How Often Should You Update Your Estate Plan?
TL;DR Summary: In California, a well-crafted estate plan shouldn’t be “set and forget.” Following the…
Stacy GrowDecember 9, 2025
How to Sell Real Estate as a California Trustee
TL;DR Summary: Selling real property as a California trustee comes with legal duties, strict procedures,…
Stacy GrowNovember 20, 2025
Does Your Estate Planner Have a Succession Plan? Here’s Why It Matters
TL;DR Summary: Your estate plan is supposed to protect your family for decades, which means…
Stacy GrowNovember 20, 2025
Common Problems Trustees Face During California Trust Administration
TL;DR Summary: Serving as a trustee in California isn’t easy. It involves legal, financial, and…
Stacy GrowNovember 12, 2025
What Is a Certified Specialist in Estate Planning?
TL;DR Summary: An attorney who is a Certified Specialist in Estate Planning, Trust & Probate…
Stacy GrowNovember 12, 2025
What Trustees Should Know About California Trust Accounting
TL;DR Summary: Serving as a trustee in California isn’t just about distributing assets; it also…
Stacy GrowNovember 12, 2025
Why Year-End Is the Best Time to Revisit Your Estate Plan
TL;DR Summary: As the year wraps up, it’s the perfect time to review your estate…
Stacy GrowNovember 12, 2025
How to Get Death Certificates After a Loved One’s Death
TL;DR Summary: After a loved one dies, you’ll need several certified copies of their death…
Stacy GrowOctober 29, 2025
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