California Wills & Trusts (Forms and Drafting System)
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This exclusive bundle contains two of the most important LexisNexis products from the California Wills & Trusts series for California estate planning practitioners, California Wills & Trusts Forms and California Wills & Trusts Drafting System. Streamline your drafting process with the indispensable resources and functionality of this bundle at one low price. These complementary products allow you to easily search the printed forms while using the software and easily find the appropriate forms and clauses and relevant drafting and use notes.
The California Wills & Trusts Forms is a full set of up-to-date forms for California practitioners organized for maximum user convenience. The set contains complete forms for wills and trusts (including revocable and irrevocable inter vivos trusts, life insurance trusts, charitable trusts, "special needs" trusts, and others), forms for additional provisions, and related items including client questionnaires, letters, codicils, durable powers of attorney, and waivers of marital rights. Specialized forms are included for Registered Domestic Partners. A unique numbering system lets you find what you are looking for quickly and easily.
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. 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 requirements, below.
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.
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
CALIFORNIA WILLS & TRUSTS (FORMS)
FORMS VOLUME ONE
Division I Complete Inter Vivos TrustsA Nonformula Trusts–Sole Settlor
B Nonformula Trusts--Joint Settlors
C Formula Trusts--Sole Settlors
D Formula Trusts–Joint Settlors
E Irrevocable Trusts
F Miscellaneous Trusts
Division II Individual Inter Vivos Trust Provisions
1 Creation Of Trust
2 Trust Estate
3 Rights And Powers Of Settlor(s)
FORMS VOLUME TWO
Division II Individual Inter Vivos Trust Provisions (Cont'd)
4 Payments and Distributions
6 Concluding Provisions
Division III Complete Will Forms
A Wills for Unmarried Persons
B Wills for Married Persons
C California Statutory Will
D Wills for Registered Domestic Partners
Division IV Individual Will Provisions
10 Declaration Clause
20 Introductory Provisions
30 Particular Devises
40 Residuary Provisions
FORMS VOLUME THREE
Division IV Individual Will Provisions (Cont'd)
50 Trust Distributions
90 Concluding Provisions
100 Signature And Attestation Clause
Division V Complete Codicils
Division VI Individual Codicil Provisions
Division VII Complete Durable Powers Of Attorney
Division VIII Trust Funding and Other Related Documents
Division IX Miscellaneous Estate Planning Documents