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California Wills & Trusts (Forms and Drafting System)

All the forms you need for California estate planning, plus our exclusive Drafting System software.
Publisher: Matthew Bender
Frequency: (1 issues)
Loose-leaf with CD
In Stock
ISBN: 9780820529035
Publisher: Matthew Bender
Frequency: (1 issues)
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Product details

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 complimentary products allow you to easily search the printed forms while using the software and easily find the appropriate forms and clauses.

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 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 testators' intentions and situations, including forms tailored for Registered Domestic Partners.

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

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Table of Contents



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)


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


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 




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), or Windows 8 (32-bit or 64-bit)

• Microsoft Internet Explorer 8.0 or later

• Microsoft Word 2003, 2007, 2010, or 2013

• Corel WordPerfect X3 SP2 , X4 , X5, X6 or X7