Inclusive Language

We at California Trusts Online believe that you are who you are and you love whom you love. We serve underserved communities—those who do not need complex estate planning, those who do not have the resources for a traditional attorney-client relationship, and those who may not fit the traditional ideas of gender and relationships. We welcome the LGBTQ+ communities. We strive to include all forms of relationships and concepts of family.

How Documents Work Together

For the vast majority of clients, a complete estate plan includes four documents: a Revocable Living Trust, a Pourover Will, a Financial Power of Attorney and an Advance Health Care Directive. Each document covers a different set of concerns, different assets, and different effective time periods. The two basic set of concerns are financial and health care. The two basic time periods they cover is either before or after death, and the two basic types of assets are Trust and non-Trust assets.