Leave It to a Friend: Passing Property Outside the Family in California
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
Can a non-relative inherit your house, bank account, or prized guitar collection? Absolutely—if you set things up the right way. In this 7-minute episode, California estate-planning attorney explains:
• Why state law lets you leave assets to anyone—friend, partner, charity—if your documents are crystal-clear
• How joint ownership, beneficiary designations, and wills work (and where they fall short)
• The big advantages of a revocable living trust: privacy, probate avoidance, and airtight control—even if you're disinheriting family members
• Key wording tips to prevent challenges when you choose non-traditional heirs
🎯 California residents—book your FREE Estate Planning Strategy Session: calendly.com/mpevney/strategysession
ℹ️ More resources at ocestateplanlawyer.com
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