California Estate Planning Resources

Estate planning and inheritance decisions can feel complex. This resource hub brings together Lawvex’s California-focused guides, videos, workshops, downloads, and service education so you can understand your options and choose a useful next step. These materials provide general information and are not a substitute for legal advice about your circumstances.


Start With Estate Planning Basics

Learn how an estate plan can protect your family, clarify your wishes, and prepare for future decisions. Begin with practical education, then explore the planning services available when you are ready for personalized guidance.

Estate Planning Guides & Articles   |   Explore Estate Planning Services


Watch Estate Planning Videos

Prefer to learn by watching? Browse concise videos that explain common estate planning and inheritance questions in plain language.

Browse the Video Library


Attend a Workshop or Webinar

Join an educational session to learn about estate planning topics, ask better questions, and prepare for your next step.

View Workshops and Webinars


Download Free Estate Planning Resources

Use Lawvex’s downloadable resources and checklists to organize information, identify questions, and prepare for a productive planning conversation.

Get Free Resources


Find Guidance After a Loved One Dies

If you are handling a loved one’s affairs, learn about trust administration and probate, including the different paths that may apply to an inheritance.

Learn About Trust Administration   |   Learn About Probate


Plan for Your Business

Explore how thoughtful business planning can support continuity, ownership decisions, and the transfer of a closely held business.

Explore Business Planning


Ready for Personalized Guidance?

Educational resources can help you prepare, but every family and business is different. Connect with Lawvex when you are ready to discuss your goals and options.