California Trust and Legacy

05/28/2026

Estate Planning That Holds Up When It Matters – join us for a free morning workshop with attorney Kelly Balamuth.

What we’ll cover:

• What a trust from 2005–2015 may no longer do, and the few updates that matter most

• Prop 19 in plain English — what changed for California homeowners and their children

• Keeping your home and accounts out of probate, and why that protects your family's privacy

• The difference between a plan that exists and a plan that's actually funded and ready

• Time for your questions — no obligation, nothing to sign

We hope to see you there! Register at the link in the comments👇

05/04/2026

Most people with something worth protecting have never taken the time to put a real plan in place. Not because they don’t care. Because no one has ever sat down with them and made it simple. Join estate planning attorney Kelly Balamuth for a seminar on Tuesday, May 12th at 6:00 PM at the Lafayette Library. No obligation. No pressure. Reserve your free seat now. Register at the link in the comments👇

04/17/2026

If something happened to you tomorrow — would your family know what to do? Join estate planning attorney Kelly Balamuth for a free online workshop on Monday, April 27 at 7:30 PM. Real answers. No obligation. Reserve your free seat now. Register at the link in the comments👇

04/13/2026

It's tomorrow! Join us for Estate Planning 101 at the Lafayette Library — Tuesday, April 14th at 10:00 AM. Local estate planning attorney Kelly Balamuth will answer the questions you've been afraid to ask about wills, trusts, and protecting your family. Free to attend, but seating is limited. Register at the link in the comments👇

02/28/2026

🍷 You're invited!

Wine, Wills & Trusts — Free Evening Seminar

What do you really need to keep your family out of court and out of conflict when something happens to you?

Join me for an evening of wine, appetizers, and straight-talk estate planning at the Lafayette Library.

We'll cover the 3 biggest fears most people have about estate planning — and I'll answer all your questions.

📅 Tuesday, March 10, 2026
🕕 6:00 PM
📍 Lafayette Library, Community Hall
3491 Mt. Diablo Blvd., Lafayette

Free to attend. Wine and appetizers provided. Seating is limited.

👉 Reserve your spot here: https://app.lawmatics.com/forms/share/9caf647c-cf73-4519-9485-9d560e34bc52

02/16/2026

Most couples plan for vacations, careers, and retirement. Far fewer plan for incapacity or unexpected events—until planning becomes urgent.

In Walnut Creek, Orinda, and Lafayette, many partners assume that marriage or a long-term commitment automatically confers legal authority. In California, that assumption may lead to delays, confusion, or court involvement when clarity is most important.

A thoughtful estate plan can help you:
- Give your partner clearer legal authority during incapacity
- Manage shared assets and reduce probate involvement
- Reduce uncertainty and the risk of conflict during difficult moments
- Update plans as life and relationships evolve

At California Trust & Legacy, Attorney Kelly Balamuth works with couples who want their estate planning to reflect real-life relationships rather than default legal rules. The goal is to provide clearer guidance, greater stability, and fewer unnecessary obstacles for the person you care about most.

Read more in our blog: https://californiatrustandlegacy.com/love-not-paperwork-how-estate-planning-is-one-of-the-most-thoughtful-gifts-you-can-give-your-partner/

If something unexpected happened tomorrow, would your partner be protected—or left navigating uncertainty?

👉 Book a Call with California Trust & Legacy
https://californiatrustandlegacy.com/book-a-call/

01/26/2026

Cryptocurrency, online accounts, and digital wallets are now part of everyday life for many families in Walnut Creek, Orinda, and Lafayette. Yet these assets are often missing from traditional estate plans, leaving loved ones without legal access when it matters most.

A trust-centered digital asset plan helps you:

• Protect cryptocurrency, NFTs, and online financial accounts
• Give trustees lawful authority to manage digital assets
• Reduce the risk of probate delays or permanent asset loss
• Keep sensitive access details secure and private

At California Trust & Legacy, Attorney Kelly Balamuth helps Lamorinda families understand how digital assets fit into a modern estate plan, using clear language and practical legal structures designed to work in real life.

If digital assets are part of your financial picture, thoughtful planning today can help prevent uncertainty later. Read now: https://californiatrustandlegacy.com/estate-planning-for-digital-assets-in-california-crypto-nfts-online-accounts-wallets/

👉 Book a call today: https://californiatrustandlegacy.com/book-a-call/

01/13/2026

📍 Your wishes don’t count if they’re not written down — or kept up to date. I once knew a man on his second marriage who assumed everyone understood his intentions. Unfortunately, he never updated his estate plan after his first marriage.

When he passed, his second wife inherited everything — and his children received nothing 💔. This kind of outcome is more common than people realize. 💡 If you’re remarried or part of a blended family, failing to plan can lead to confusion, hurt feelings, and broken relationships. Make sure your wishes are clear, legal, and current.📞 Make an appointment for a free discovery call on our website! Link in bio

01/10/2026

💔 Many parents assume a certain family member or godparent will automatically step in to raise their kids 👶👧 — but the court doesn’t know your wishes ⚖️. If you don’t name a guardian, the court decides… and it may not choose who you would.

💡 Putting your wishes in writing ✍️ removes the guesswork and ensures your kids receive the care, stability, and love you want for them ❤️. Don’t leave this to chance. Give me a call 📞Make an appointment for a free discovery call on our website! Link in bio

12/30/2025