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California Revocable Living Trust
Last reviewed: by MicroDocs editorial
A California Revocable Living Trust holds your assets — your home, accounts, and personal property — under a structure you control while you're alive and that hands them off privately when you're gone. The right answer in California for most families is the same as in every other state: skip probate, keep things private, and stay in control.
About the California Living Trust
Our Revocable Living Trust is generated as a complete, ready-to-sign Trust Agreement plus the Certificate of Trust banks and title companies will ask to see. For California homeowners we also generate a Warranty Deed (Premium plan) and a cover letter you can mail to your California county clerk to actually move the property into the trust — the step most DIY trust kits skip.
You answer one questionnaire — names, beneficiaries, trustees, successor trustees — and we produce the full trust binder in minutes. You can revoke or amend it at any time, which is what "revocable" means: the trust is yours, and the documents reflect that explicitly.
The trust pairs with a Pour-Over Will (also generated for you) so anything you forgot to title into the trust during your lifetime falls into the trust at death — a belt-and-braces backstop California probate judges expect to see.
California launches soon — what you can do today
Our full California estate-planning binder isn't live yet. Reserve your spot above and you'll be notified the moment it launches. In the meantime, three of our documents work in every state today — HIPAA Authorization, Execution Checklist, and Notary Guide — bundled together for $49.
Get the Universal Documents bundle →California Living Trust — Common Questions
Yes. We generate a separate Certificate of Trust — the short, signed summary that California banks and title companies actually want — so you don't have to hand over the full trust agreement at every counter. The trust agreement itself is structured to satisfy California Property Code requirements for an enforceable revocable trust.
A will tells a California probate court what to do after you die. A revocable living trust holds your assets now, while you're alive, so most of those assets never go through California probate at all. Most families use both: the trust for the assets, plus a short pour-over will to catch anything left out.
Yes — a trust only avoids probate for assets that are actually titled in the trust's name. The Premium plan includes a California-style Warranty Deed plus a cover letter you mail to your county clerk's office to record the deed and move the property into the trust. If you own a home, choose Premium.
Yes — that is the entire point of "revocable." While you're alive and competent, you can amend, restate, or completely revoke the trust whenever you want. You can also regenerate the trust documents from your dashboard up to five times within the same plan.
See the full California estate plan
The California Living Trust is one piece of a complete California estate-planning binder — will, trust, financial and medical powers of attorney, HIPAA, and more.
Compare Core vs Premium for California →Other California documents
Reserve your spot for the full California binder — here's what's included:
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