California Estate Planning Drafting Software
California estate planning drafting software must account for community property characterization and high probate fees, making revocable living trusts essential for most clients. Proposition 19 significantly impacts property tax planning for inherited real estate. California attorneys must navigate PCOR requirements and understand when Heggstad petitions can help unfunded trusts.
California estate planning drafting software must address community property characterization, PCOR requirements, and California-specific deed workflows. Statular brings these drafting requirements into a single platform for California estate planning attorneys.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $184,500
- Property System
- Community Property
California Estate Planning Drafting Software Overview
Statular is built for California estate planning attorneys who need fast, compliant drafting across trusts, wills, powers of attorney, and deed packages. The platform aligns with California Probate Code standards and helps manage the PCOR and property transfer details that commonly slow down California drafting workflows.
Attorneys can rely on California-specific document defaults, community property handling, and state-aligned deed preparation to deliver consistent trust packages for clients statewide.
Read the California estate planning drafting software overviewPractice Snapshot for California Attorneys
Estate planning in California is shaped by community property rules. These rules make asset characterization and spousal rights central to drafting and funding decisions. There is no state estate tax. Small estate procedures are available for estates up to $184,500.
Local practitioners routinely navigate: Community property state with complex characterization rules, Community property agreements and transmutation planning for spouses, High probate fees based on estate value, and Transfer on Death Deed available since 2016.
Common California filings and forms include: California Deeds, Preliminary Change of Ownership Report (PCOR), California Statutory Form Power of Attorney, California Advance Health Care Directive, and Interspousal Transfer Deed. Key California statutory touchpoints include: California Probate Code, Proposition 19 (property tax reassessment), California Trust Law (Probate Code Division 9), and Heggstad petitions (Probate Code §850).
Key Considerations for California Attorneys
- —Community property state with complex characterization rules
- —Community property agreements and transmutation planning for spouses
- —High probate fees based on estate value
- —Transfer on Death Deed available since 2016
- —Proposition 19 affects property tax reassessment on transfers
- —No state estate tax but high probate costs make trusts valuable
California-Specific Documents
State-specific drafting language and formatting aligned with California statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —California Deeds
- —Preliminary Change of Ownership Report (PCOR)
- —California Statutory Form Power of Attorney
- —California Advance Health Care Directive
- —Interspousal Transfer Deed
- —Certification of Trust (Probate Code §18100.5)
California Estate Planning Laws
- —California Probate Code
- —Proposition 19 (property tax reassessment)
- —California Trust Law (Probate Code Division 9)
- —Heggstad petitions (Probate Code §850)
California Estate Planning Drafting FAQ
What makes California estate planning drafting software different?
California drafting requires community property characterization, PCOR compliance for real property transfers, and careful alignment with Probate Code rules. Statular supports these California-specific workflows so attorneys can generate compliant trust packages efficiently.
Does Statular include California-specific deeds and forms?
Yes. Statular includes California deed workflows, PCOR-ready document generation, and supporting estate planning documents that align with local recording practices.
Can Statular handle California trust funding and property transfers?
Yes. The platform supports trust funding workflows, property transfer documents, and California-specific planning considerations like Proposition 19 and community property rules.
What Statular Offers California Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
Get Started
Join California attorneys using Statular for estate planning document automation.
California estate planning drafting software built for community property, PCOR, and deed requirements.
7 days free · No credit card
Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules