California Wills & Trusts: Forms
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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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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
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
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