Why a California Living Trust Is Still the Gold Standard for Avoiding Probate in 2026

Despite changes in probate thresholds and evolving financial products, a properly drafted and funded California revocable living trust continues to offer unmatched benefits for individuals and families who want to protect their assets and loved ones.

Avoiding California Probate

Probate in California is a court-supervised process that can be time-consuming, expensive, and public. Even modest estates can face lengthy delays and statutory fees. Assets held in a properly funded living trust generally avoid probate entirely, allowing beneficiaries to receive distributions more efficiently and privately.

Control During Life and After Death

A living trust allows you to maintain full control of your assets during your lifetime while designating who will manage and distribute those assets upon incapacity or death. If you become incapacitated, your successor trustee can step in seamlessly—without the need for a court-ordered conservatorship.

Privacy Matters

Unlike wills, which become public record once filed with the court, living trusts remain private documents. This privacy protects your family’s financial affairs and can help reduce conflict among heirs.

Is a Living Trust Right for You?

While not every estate plan looks the same, most California homeowners and families benefit from a trust-based plan. The key is ensuring that the trust is properly drafted and fully funded, including recording trust transfer deeds and updating beneficiary designations.

Bottom line: A California living trust remains one of the most powerful estate planning tools available when done correctly—and with experienced legal guidance.