California Wills & Trusts (Drafting System)

The fast, easy way to draft wills, trusts and related documents for your clients. To purchase this product please call 877-394-8826, 8:00AM to 8:00PM (US ET), Monday to Friday.
by (Author) , (Author)
Publisher: Matthew Bender Elite Products
Frequency: (1 issues)
Downloadable Content :exe
$2,013.00
In Stock
ISBN: 9780820529028
Publisher: Matthew Bender Elite Products
Frequency: (1 issues)
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Book Edition: 33C

Product description

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 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

eBooks, CDs, downloadable content, and software purchases are non-cancellable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+™ for further legal research options. A valid subscription to Lexis+™ is required to access this content.

 

Featured Authors

John A. Hartog
Albert G. Handelman

John A. Hartog

John A. Hartog

John A. Hartog, Esq. is in private practice in Orinda, California, and is a California certified specialist in Taxation Law and in Estate Planning, Trust and Probate Law. Mr. Hartog is the co-author of Matthew Bender's California Trust Practice (with George R. Dirkes) and the co-author (with Albert G. Handelman) of Matthew Bender's California Wills & Trusts. He earned his B.A., cum laude, from Pomona College in 1974; his J.D. degree from Hastings College of the Law, University of California, in 1979; and an LL.M. (Taxation) from Golden Gate University in 1984. He writes and speaks frequently on numerous issues involving trusts and estates practice.

View all products by John A. Hartog (8)

Albert G. Handelman

Mr. Handelman is a member of the State Bar of California and practices with Spaulding McCullough & Tansil LLP in Santa Rosa, California, and is certified by the State Bar of California Board of Legal Specialization as a specialist in Estate Planning, Trust and Probate Law. He is the co-author of Matthew Bender’s California Wills & Trusts series. He also provides commentaries on estate planning and administration topics for California Legal Forms (Matthew Bender). He received his B.S. degree, cum laude, from the Wharton School, University of Pennsylvania, and his J.D. degree from the University of Southern California.

View all products by Albert G. Handelman (7)

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
 

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