California self-service estate planning
Not every family needs a lawyer for estate planning. Many adults and families have simple, straightforward wishes and can use a guided self-service California estate plan with confidence.
Pick a package, pay securely, and your intake opens immediately after. No accounts, no stored data.
Many families have straightforward planning needs and want peace of mind without high legal costs.
Some families and assets are more complex and may need lawyer-guided planning.
If your situation is complex, consult independent legal counsel.
$199
Every adult should have core documents in place for medical emergencies, financial incapacity, and basic estate planning.
Learn More$699
A concise California probate-avoidance trust package for one person with straightforward goals.
Learn More$999
A simple shared trust package for couples who want coordinated decision-makers and a probate-avoidance plan.
Learn MoreThere are no accounts for your privacy — but you can save a draft on your device for up to 15 days. Gather your names, dates of birth, beneficiary shares, trustee or agent choices, and property details before you begin.
All sales are final. We are email-only and online-only. No refunds, no revisions to delivered documents. Read before you buy.
Yes. A living trust executed in accordance with California law (written, signed by the settlor, and for real property, a properly recorded deed transferring title into the trust) is a valid California estate planning instrument. Our templates are written around California Probate Code requirements.
Many adults and families with simple goals do not. A good fit for our platform is someone with clear beneficiaries, a straightforward family situation, and no unusual tax or special-needs concerns. If you have a blended family, remarriage concerns, special-needs beneficiaries, multiple businesses, or significant tax exposure, you should consult an independent California attorney.
Our documents are California-specific and include the California Grant Deed and Preliminary Change of Ownership Report (PCOR) with every trust package at no extra cost. We are bilingual (English and Spanish) and focused on California law only, not a generic 50-state template.
We generate your documents exactly from the information you enter at the time of intake. Because we do not retain your intake data or finished documents after delivery, revisions require placing a new order. Review every name, date, and percentage carefully before generating.
Yes. We do not retain your completed intake answers or generated documents after delivery. Payment is handled by Stripe and is subject to Stripe's privacy policy. See our Privacy page for details.
Our website and intake are available in both English and Spanish. Generated documents are provided in English for consistency and practical California use. Some recorded documents (like deeds) may require English or a certified English translation under California Government Code for the county recorder's office to accept them.
See our full FAQ page for more.
| Feature | MYCAESTATEPLAN | Generic online form kit | Local California attorney |
|---|---|---|---|
| California-specific drafting | Yes | Generic 50-state | Yes |
| California Deed included | Included free with trust packages | $100–$300 add-on | Included |
| California PCOR included | Included with every deed | Usually not | Included |
| Bilingual intake (English + Spanish) | Yes | No | Varies |
| Typical price (full trust plan) | $699 – $999 | ~$500 – $650 | $1,500 – $3,500+ |
| Same-day download | Yes | Yes | Days or weeks |
| Advice on complex estates | No — consult a lawyer | No | Yes |