A Trust vs A Will
Last week’s post compared a trust to a car that carries assets to beneficiaries.
It helped convert what could be an abstract concept into something actually straightforward and clear.
So the next question naturally becomes...What about a will?
A will leaves instructions about where assets should go. But before those instructions are carried out, the estate usually passes through probate court.
In California, this process is particularly formal and can be quite time-consuming and costly.
This visual demonstrates how the two work differently, and why many California estate plans use both to ensure a smoother transition.
The goal isn’t just to have the documents. It’s to ensure the route is planned before the journey begins.