Single Person with Adult Chidlren Estate Plan

California Estate Plan for a Single Person with Adult Children

A California estate plan for a single person with adult children helps protect your family, your assets, and your financial legacy. It typically includes a Revocable Living Trust, a Pour-Over Will, a Durable Power of Attorney, an Advance Health Care Directive, and related estate-planning documents. The plan allows a single parent to name a successor trustee, identify every child, and direct that the estate pass in equal shares to the children, with a deceased child's descendants taking that child's share. Adult children generally receive their shares outright unless a delayed distribution age is selected. 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. 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, completing the distribution elections, transferring assets into the trust, and satisfying all signature, witness, notarization, and recording requirements. Intentionally omitting a child, providing unequal shares, a blended family, or a child who receives means-tested public benefits calls for advice from a qualified California attorney before signing.