Most people focus on taxes this time of year—but overlook the one plan that controls everything. Tax season is the ideal time to make or update your estate plan and ensure your assets are properly protected under California law.

Even with a valid will, your estate may still go through California probate—a time-consuming and costly court process. This blog breaks down what happens if you pass away with only a will, why probate is often unavoidable, how new laws may help certain homeowners avoid it, and how a living trust can streamline the process for your loved ones.

As of April 1, 2025, California’s updated small estate laws streamline probate for primary residences — but leave non-primary real estate, like rentals, vacation homes, and vacant land, in a tricky spot. Under the new rules, if non-residential property is valued over $69,625, heirs may no longer use simplified procedures and could face full probate. Learn how this change impacts families and what planning steps can help avoid unnecessary court proceedings.