California Wills & Trusts (Forms and Drafting System)

All the forms you need for California estate planning, plus our exclusive Drafting System software. To purchase the network version of this product, please call 800-223-1940.
Loose-Leaf :with downloadable content
$2,197.00
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In Stock
ISBN: 9780820529035
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Product details

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

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.

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

Featured Authors

Table of Contents

CALIFORNIA WILLS & TRUSTS (FORMS)

FORMS VOLUME ONE

Division I Complete Inter Vivos Trusts

A 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

5 Trustee

6 Concluding Provisions

7 Execution

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

60 Executor

70 Trustee

80 Guardian

90 Concluding Provisions

100 Signature And Attestation Clause

Division V Complete Codicils

Division VI Individual Codicil Provisions

Division VII Complete Durable Powers Of Attorney

Supplementary Documents

Division VIII Trust Funding and Other Related Documents

Division IX Miscellaneous Estate Planning Documents

Index