California Estate Planning - Revocable Trusts
- Revocable Trusts
- Pourover Wills
- Transfers into the Trust
- Amendments to Trusts
- Death or Incapacity of Trustor
Revocable Trusts
- Revocable Trust for Widow or Single Woman
- This trust is funded by a woman's property for her benefit during her lifetime
and upon her death the trust is terminated and the assets are distributed to her children
or their heirs. Property to be placed into the trust is listed on attached Schedule A
and example listings are given. Complete and easy to understand.
- Available in MS Word, WordPerfect,
- View/Buy Form: Trust11
- $40.00
- Revocable Trust for Widower or Single Man
- For Trustor's benefit during his lifetime and upon his death the trust is terminated
with the assets being distributed in equal shares to surviving relatives and friends. A
relative is named as Trustee. Trustee has broad powers to use interest and principal for
the benefit of Trustor.
- Available in MS Word, WordPerfect
- View/Buy Form: Trust12
- $40.00
- Husband and Wife Revocable Trust
- This revocable trust places community property into a family trust and provides
for the care of the husband and wife, naming both as trustees with a relative as a
successor trustee. The trust terminates after the death of both husband and wife
and the trust proceeds are distributed outright to the couple's children.
- Available in MS Word, WordPerfect
- View/Buy Form: Trust21
- $50.00
Pourover Wills
- Pourover Will for Widower
- Will for widower with no children. Part of estate plan using a
revocable trust. Will is executed concurrently with trust and provides that
property that has not been placed in the trust is to become part of the trust
upon death of testator.
- Available in MS Word, WordPerfect
- View/Buy Form: WillPO24
- $10.50
- Pourover Will for Married Woman
- Will drafted for married woman as part of estate plan using a revocable trust. Will
is executed concurrently with trust and provides that property not transfered into the
trust be handled in accordance with the trust terms and become a part of the trust.
Contains spouse's consent document indicating agreement with trust plan.
- Available in MS Word, WordPerfect
- View/Buy Form: WillPO27
- $10.50
Transfers into the Trust
- Assignment - Tangible Personal Property
- Document transfers personal property such as household items from Settlor
(Trustor) to Trustee for administration under the terms of a Revocable Trust.
- Available in MS Word, WordPerfect
- View/Buy Form: Trust41
- $7.50
- Grant Deed - Trust Transfer
- This deed transfers real property into current owner's revocable living
trust. Two deeds given, one for single person, the other for married couple.
Has notary acknowledgement. Excluded from reappraisal and transfer taxes.
- Available in MS Word, WordPerfect
- View/Buy Form: Deed41
- $12.50
- Trust Management Document and Cover Sheets
- One page explanation of trust management. Can be used as an attorney/client letter.
Also cover sheets to organize trust documents in a binder.
- Available in MS Word, WordPerfect
- View/Buy Form: Trust44
- $7.50
Amendments to Trusts
- First Amendment to Husband and Wife Revocable Trust
- Document to modify existing revocable trust. Two examples of possible changes to
trust provisions are given. To be notarized.
- Available in MS Word, WordPerfect
- View/Buy Form: Trust51
- $7.50
- Amendment to Revocable Trust by Trustor
- Document to delete section of existing revocable trust and add replacement
section. To be notarized.
- Available in MS Word, WordPerfect
- View/Buy Form: Trust53
- $7.50
Death or Incapacity of Trustor
- Affidavit - Death of Trustee With Certification of Trust
- Sworn statement by Successor Trustee regarding ownership of real property by
decedant and statement of powers under terms of revocable trust. To be recorded.
- Available in MS Word, WordPerfect
- View/Buy Form: Trust01
- $10.50
