ESTATES & TRUST RESOURCES
Below you’ll find articles, guides, and resources we’ve made to help you buy, sell, own, and plan a little smarter.
Some are available to everyone. For anything marked Library Card Required, you’ll need a password to get in.
and we'll send you the password to access the full library.
Guide
What is probate?
Inventory and Estimate Property Value
California’s guide to inheriting and transferring property.
How to identify estate property, ownership and estimated values.
What Is a Revocable Living Trust?
Help for Trustees Under a Revocable Living Trust
A simple introduction to trusts and who manages trust property.
What it Covers
Trustee responsibilities, property management and recordkeeping.
Inherited Property: Gifts, Basis and Taxes
Federal tax questions about inherited property and its sale.