California Estate Planning System

Organize your decisions, prepare coordinated documents, and track signing and trust funding.

What is included

• Editable estate-planning workbook and document library
• PDF print instruments and completion companion
• Fillable planning worksheets and funding checklists

Best fit and scope

Designed for straightforward individual plans and qualifying married couples described in the suitability check. Deeds, tax planning, custom trusts, and post-death court administration are not included.

Delivery and format

Digital customer ZIP package. September 28, 2026 edition. Includes the file formats listed above; no physical item is shipped. Start with the included START_HERE file. Editable DOCX files require compatible word-processing software; fillable PDFs work best in a desktop PDF reader.

Preview before you buy

View real package sample pages and meet Matthew Paul K., the author behind CounselCraft.

Delivery, refunds and support

Digital download after successful payment. See how to open and use your files. We offer a 7-day refund window under our refund policy. Email support@thinkingright.llc for help; our response target is 2–3 business days.