Learning Center

Free resources to help you understand estate planning, probate, and trust administration

Video Library

12 min

Estate Planning Basics

Learn the fundamentals of creating a comprehensive estate plan

15 min

Understanding Trusts

Explore the difference between revocable trusts and other trust types

18 min

California Probate Overview

An in-depth look at the California probate process and what to expect

Free Webinars

Estate Planning Essentials

Join Portia for a comprehensive overview of estate planning and why it matters

Thursdays at 2 PM60 minutes
Register Free

Avoiding Probate

Learn how proper planning can help your family avoid the probate process

Saturdays at 10 AM60 minutes
Register Free

Trust Administration for Successor Trustees

Essential information if you've been appointed as a successor trustee

Mondays at 6 PM90 minutes
Register Free

Downloadable Resources

Estate Planning Checklist

A comprehensive checklist of everything you need for a complete plan

Probate Timeline Guide

Step-by-step overview of the California probate process and what to expect

Trust Administration Handbook

Guide for successor trustees on their duties and responsibilities

FAQs on Estate Planning

Answers to the most common questions Portia receives

Recent Articles

5 Common Estate Planning Mistakes to Avoid

March 2026

Many people make costly mistakes in their estate planning. Learn what to avoid to protect your legacy.

The Importance of Updating Your Estate Plan

February 2026

Life changes require updates to your estate plan. Here's when and why you should review your documents.

California Probate Timeline: What to Expect

January 2026

Understanding the probate timeline helps you prepare for the process. Learn what happens at each stage.

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