California Married Couple Estate Planning Package - Adult Children

California Estate Plan for Married Couple with Adult Children

A California estate plan for a married couple with adult children helps protect your family, your assets, and your financial legacy. It typically includes a joint Revocable Living Trust, a Pour-Over Will for each spouse, Durable Powers of Attorney, Advance Health Care Directives, and related estate-planning documents. The plan allows spouses to designate successor trustees, provide for the surviving spouse, and direct that the remaining trust property pass in equal shares to their children, with a deceased child's descendants taking that child's share. When properly prepared and funded, a living trust can also help avoid probate and provide an efficient framework for managing and distributing family assets.

Disclaimer

These forms are provided by Califorms as general-purpose California legal forms for self-help use. They are not legal advice, and purchasing or downloading them does not create an attorney-client relationship. Califorms does not complete, customize, interpret, select provisions for, notarize, witness, file, record, fund, or administer these documents. Each spouse signs a separate Will, Power of Attorney, and Advance Health Care Directive. This plan assumes every child is an adult and contains no guardian nomination; if any child is a minor, the minor-children plan should be used instead. The customer is responsible for identifying every living and deceased child of either spouse, transferring assets into the trust, and satisfying all signature, witness, notarization, and recording requirements. A blended family, a stepchild, an intentionally omitted child, unequal shares, community and separate property questions, or a child receiving means-tested public benefits all call for advice from a qualified California attorney before signing.