California Wills & Trusts (Drafting System)

The fast, easy way to draft wills, trusts and related documents for your clients. To purchase the network version of this product, please call 800-223-1940.
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ISBN: 9780820529028
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Book Edition: 33C

Product description

To purchase the network version of this product, please call 800-223-1940.

The California Wills & Trusts Drafting System Software operates on the HotDocs® platform, bringing greater flexibility and ease of use to our extensive collection of forms. The Drafting System is a fully automated document assembly product that enables you to create wills, trusts, powers of attorney and related documents by completing an electronic client interview that contains all the specific information the program needs to assemble the appropriate documents, including:

• Wills
• Codicils
• Revocable trusts
• Irrevocable trusts
• Financial powers of attorney
• Health care powers of attorney
• Letters and forms for clients
• And much, much more!

A final document is generated in either Word or WordPerfect (through WordPerfect X7*) so you can make changes and tweaks, plus you can modify the language in the program for custom phrasing or conditions. Standard and specialized forms are included to address a wide variety of your clients' intentions and situations, including forms tailored for Registered Domestic Partners.

Free telephonic and web-based training is included, and tutorials available in the software walk you through the steps so you can use the software with confidence.

Please ask your account representative or call (800) 223-1940 for information on the networked version of the Drafting System.

* Please refer to software and system requirements below.

CALIFORNIA WILLS & TRUSTS (DRAFTING SYSTEM)

Software Requirements

The Downloadable Content format is not compatible with Mac or tablet PCs. HotDocs®, the platform on which the Drafting System operates, does not support WordPerfect X8.

This publication is intended to provide authoritative information regarding the subjects covered. Efforts have been made to ensure that information is current and accurate, within the constraints of publication schedules. It is sold with the understanding that neither the publisher nor the authors and commentators are engaged in rendering legal services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

NOTE: THIS PROGRAM IS INTENDED FOR USE BY LICENSED ATTORNEYS. IT IS NOT A SUBSTITUTE FOR INDEPENDENT THINKING. YOU SHOULD FAMILIARIZE YOURSELF WITH RELEVANT STATUTES, CASE LAW, AND STANDARDS OF PRACTICE, AND THOROUGHLY REVIEW ALL GENERATED DOCUMENTS.

System Requirements

To ensure the best performance please note the following minimum requirements for hardware and software:

Hardware Requirements for Running HotDocs
•  1 GHz processor (2 GHz or faster recommended)
•  1 GB RAM (2 GB, recommended)
•  300 MB hard disk space for installation process, 85 MB thereafter
•  1024 x 768 screen resolution

Software Requirements for Running HotDocs

•  Microsoft Windows Vista (32-bit or 64-bit), Windows 7 (32-bit or 64-bit), Windows 8 (32-bit or 64-bit), or Windows 10 (32-bit or 64-bit)
•  Microsoft Internet Explorer 8.0 or later
•  Microsoft Word 2003, 2007, 2010, 2013, or 2016
•  Corel WordPerfect X4, X5, X6 or X7

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Table of contents

INTAKES (automated information gathering interviews)

Enter Law Firm and Attorney Information
Enter Client and Fiduciary Information

DOCUMENTS

Revocable Trusts and Related Documents

Revocable Trust or Amended and Restated Revocable Trust
Amendment to Trust
Revocation of Trust
Synopsis
Abstract of Previously Drafted Trust
Certification of Trust by Trustees
Certification for Copy of Trust Document

Documents for Transferring Assets to Trust

Trust Transfer Deed
Declaration of Trust Ownership of Personal Property by Settlor(s) Trustee(s)
Letter to Residential Mortgage Holder
Letter to Commercial Mortgage Holder
Letter of Instructions to Financial Institution
Letter of Instructions to Insurance Company
Letter of Instructions to Broker or Transfer Agent (and Assignment of Stocks or Registered Bonds)
Assignment of Bearer Bonds
Assignment of Time Share Interest
Assignment of Right to Exercise Stock Option After Death of Settlor(s)
Assignment of Sole Proprietorship
Assignment of Promissory Note Held by Settlor(s)
Assignment of Deed of Trust Held by Settlor(s)

Will, Synopsis, and Codicil

Will
Synopsis
Codicil

Powers of Attorney and Related Documents

Durable Power of Attorney
Advance Health Care Directive
HIPAA and CMIA Authorization
Notice of Revocation and Transmittal Letter
Durable Power of Attorney Statutory Warning and Advance Health Care Directive Explanation

Irrevocable Trusts and Related Documents

Life Insurance Trust
Notice of Crummey Withdrawal Right
Charitable Remainder Trust
Charitable Lead Trust
Qualified Personal Residence Trust (QPRT)
Section 2503(c) Trust for Children or Grandchildren
Special Needs Trust for Child, Parent, or Other Person
Grantor Retained Annuity Trust (GRAT)

Miscellaneous Estate Planning Documents

Spousal Property Agreement
Attorney-Client Contract
Conflict of Interest Disclosure-Attorney Represents Both Spouses
Cover Letter to Client Transmitting Synopses and Document Drafts
Follow-up Letter Reminding Client to Review Estate Plan
Certificate of Independent Review
Notice and Acknowledgment of Deposit of Estate Planning Documents

Printable Client Intake Forms (unautomated)

General Client Information
Asset Documentation