California Wills & Trusts: Forms

This full set of up-to-date forms for California practitioners is completely compatible with both software and treatise components of California Wills and Trusts.

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ISBN: 9780820520087
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ISBN: 9781579119690
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ISBN: 9781579119690
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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.

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

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California Wills & Trusts (Treatise and Forms)

California Wills & Trusts (Forms and Drafting System)

California Wills & Trusts (Complete Set: Treatise, Forms and Drafting System)

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

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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