Single Person with No Children Estate Plan

California Estate Plan for a Single Person with No Children

A California estate plan for a single person with no children helps protect your assets, your health care wishes, and the people or organizations you choose to inherit. 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. Because the plan does not assume that parents, siblings, or other relatives should inherit, you name your own primary and alternate beneficiaries and the share each one receives, along with the successor trustee and the agents who will act for you if you become incapacitated. When properly prepared and funded, a living trust can also help avoid probate and keep the administration of your estate private.

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. The customer is responsible for naming beneficiaries accurately, completing every entry, transferring assets into the trust, and satisfying all signature, witness, notarization, and recording requirements. Signing a trust does not by itself transfer property into it. Marriage, a domestic partnership, or the birth or adoption of a child can change how this plan works, and a qualified California attorney should be consulted before signing.