Resources

For new/prospective clients:

• Estate Planning Worksheet (single client)
• Estate Planning Worksheet (joint clients)

For clients using our secure client portal:

• Client Portal Guide (PDF)

Fact Sheets

• ABLE Account Fact Sheet
• Advance Health Care Directives FAQ
• California Safe Deposit Box Access
• California Statutory Probate Fees
• Digital Assets Planning
• Federal and GST Tax Exemptions
• Initial Responsibilities for a Successor Trustee
• Initial Responsibilities for a Personal Representative
• Initial Steps for a Surviving Spouse
• Irrevocable Life Insurance Trust
• Personal Property Memorandum
• Revocable Transfer on Death Deeds

Useful Links

These links are being provided for convenience and informational purposes only; they do not constitute an endorsement or an approval by PETRUSHA LAW of any of the services, products, or opinions of the organizations, companies, or individuals therein.