You likely have a will and one or more trusts as part of your California estate plan. But before you sit back with a sigh of relief, thinking that you now have everything just the way you want it, you need to do one more thing. Review all your documents to make sure your will and your trust(s) work together.
Remember, however many trusts your estate plan includes, the only assets in those trusts are the ones you transferred into them at the time you set them up. All your other assets, except for those you own in joint name with someone else, still belong to you personally and will become part of your probate estate when you die. This may make it difficult for your executor and your trustee(s) to carry out your wishes exactly as you intend. Updating your will, if necessary, to make it a pour-over will can solve this dilemma.