California Wills and Trusts: Forms

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ISBN: 9780820520087
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This is a full set of up-to-date forms for California practitioners, organized to assure maximum user convenience and completely compatible with both software and treatise components of California Wills & Trusts. 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 such related items as 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.

Each form is numbered and cross-referenced to specific will and trust provisions. Every provision in the treatise or software is also numbered and appears with annotations that help you modify documents to fit individual client needs in minimum time. 

Available in CD-ROM and print formats. 

First published in 1991. 3 volumes, loose-leaf; updated annually. 

Also available are California Wills & Trusts (treatise) and California Wills & Trusts Drafting System, powered by HotDocs®. 

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California Wills & Trusts Forms and California Wills & Trusts (treatise) 

California Wills & Trusts Forms and California Wills & Trusts Drafting System 

California Wills & Trusts Forms and California Wills & Trusts (treatise) and California Wills & Trusts Drafting System 

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

The eBook versions of this title feature links to Lexis Advance for further legal research options.

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Table of Contents

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 



 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