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The Ultimate Guide to California Estate Plans: What It Is & Why You Absolutely Need One 2025

At EP Wealth, we work with clients to address these nuances early and integrate them into their broader estate and wealth management strategies. EP Wealth Advisors may cover some or all of the costs of preparation of foundational estate planning documents for select clients when using one of the independent attorneys we have contracted with for estate plans. Many people have a will, which is vitally important, but they may not have made decisions about how their wealth will be managed after they’re gone. Click here for more financial education resources and to learn about other life transition planning services. Watch one of our webinar to better understand the basics of estate plannin

Our estate planning advisors work with you, your attorney, and other professionals to help build a plan that reflects your values and adapts to your life. EP Wealth helps clients take stock of these assets, think through access and ownership questions, and determine where they should probate prevention planning be included in legal documents. Along with your attorney, accountant, and other professionals such as a life insurance specialist, a financial advisor can prove to be a key team member when it comes to creating your estate plan. The EP Wealth Advisors® team works with you to ensure your legacy wishes are fulfilled by integrating your objectives into a checklist that encompasses all four steps of our Peace of Mind Planning Model.
Preparing for your wealth transf

A «pour-over» will is still necessary to name guardians for minor children and to act as a safety net, catching any assets you may have forgotten to place in your trust. Funding your trust means legally transferring the title of your assets (like your house) from your name into the name of the trust. A comprehensive California estate plan is designed to reduce the likelihood of a lengthy probate process, protect you during incapacity, and provide much more control over your legacy.
Personal Informati

The truth is, if you own any assets or have children, you have an estate. It’s a topic shrouded in legal jargon, leading people to believe it’s only for the ultra-wealthy. It provides comprehensive protection and invaluable peace of mind for your loved ones. A California estate plan is a vital strategy to protect your family and assets.
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We’ll work with you to identify and address the communication, planning and family governance issues that can help keep future generations unified around the goals that are important to you. Trusts allow you to specify how and when your clients’ assets will be distributed after death. Let our tax-efficient investing strategies show you potential ways to preserve clients’ wealth. As an advisor, you can add significant value by helping clients build tax efficiency into their estate pla

If giving is part of the legacy you hope to leave, our estate and wealth planning teams can help you define the most suitable approach for your family and the organizations you care about. Whether you give regularly during your lifetime or are considering a significant future gift, EP Wealth helps you explore charitable strategies that align with your values and financial priorities. Whether you’re working with an estate attorney or need a referral, our role is to provide clarity and help guide decisions with the full picture in mind. Our team helps you assess beneficiary designations, structure trusts to support long-term stewardship, and coordinate your documents with your goal

Social Security and post-retirement work
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Start by finding an estate attorney and a CPA that you trust, and then talk with your Edward Jones financial advisor about a strategy for your financial accounts. Learn how proper estate planning can protect you and your family during incapacitation, ensure accurate distribution of your assets, and help minimize unnecessary fees and taxes. The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks. Investments involve risk, including the possible loss of principal investment. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as «MLPF&S» or «Merrill») makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation («BofA Corp.»). It is important to understand the differences, particularly when determining which service or services to select.
Why a Financial Planner is a Key Player in the Estate Planning Proce