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Law offices of Steven J. Feldman
949-461-0028
Certified Specialist in Wills, Probate and Trust Law
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California Will, Trust and Estate Planning Forms Sample Forms for Purchase

Includes Helpful Internet Consultation and Instructions. help below

forms Estate Planning

  • Living Trust -  single parent trust giving everything to children upon reaching age 22 (MSword format). For sample click sample
  • Living Trust -  couple trust giving everything to children upon reaching age 25(MSword format). For sample click sample
  • Trust Transfer Deed with Property Tax Form - transfers real estate to single-parent Living Trust. For sample click sample
     
  • Couple's Trust Transfer Deed with Property Tax Form - transfers real estate to couple Living Trust. For sample click sample
  • Personal Property Declaration - transfers personal items and other property to Living Trust. For sample click sample
  • HIPPA Medical Release for Others - gives right to your agent named in your above health care power of attorney to get necessary medical information.     For sample click sample
  • California Statutory Will - Both Sexes.  For sample click sample
  • California Statutory Financial Power of Attorney-avoids conservatorship for the estate.  For sample click sample
  • Advanced Health Care Directive - avoids conservatorship of the person.  For sample click sample

forms for saleTrust Management & Estate Settlement 

  • Trust Accounting Notice Letter - sets time limit on when a beneficiary can attack a trust accounting.
     
  • Summary of Accounts - sample of how to formally write a trust accounting.
  • Affidavit of Succession - transfer funds upon death from financial accounts if probate estate is $100,000 or less.
  • Affidavit - Death of Trustee - transfers real estate to the successor trustee. 
                                 
  • Notification by Trustee- required notice to heirs and benefiicaries following death of trustmaker. 
  • Memo to Trustee of Trust Operations and Taxes - overview of legal and tax requirements.  Also recommended when buying a living trust for your estate plan.
  • Receipt from Beneficiary of trust distirbution - trustee reciept when making distribution.
  • Sample of kit documentsAll Trust Management and Estate Settlement Forms Kit - Save time and money by buying the kit with all forms included.

Click on the above sample for samples of the document, Click on help for estate planning articles about these documents, and click on help for form instructions to answer "how to sign or use" questions.  

For information about what documents you should purchase for a complete estate plan click five key estate documents

These are unbundled services giving you the efficiency of technology with a lower price for attorney-prepared forms; thus, our staff supports all inquiries only by the Internet and not through our law offices.  

For instructions on signing an estate planning forms click  help.  Downloading is good for 24 hours after purchase.  An Adobe Acrobat reader is required. Click on Adobe if you need the reader.  Click on MS Word 2003 for that reader.

The purchase of these forms does not create an attorney-to-client relationship. If in doubt, please consult with an attorney to make sure that the forms are suitable for your circumstances. No warranty is given that such are suitable for your circumstances.  
 Our Office helps people throughout the greater Orange County area and across Southern California (CA). From our centrally located office in Laguna Hills, we represent people in Orange County: Aliso Viejo, Anaheim, Brea, Buena Park, Costa Mesa, Cypress, Dana Point, Fountain Valley, Fullerton, Garden Grove, Huntington Beach, Irvine, La Habra, La Habra Heights, La Palma, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Forest, Los Alamitos, Mission Viejo, Newport Beach, Orange, Placentia, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Santa Ana, Seal Beach, Stanton, Tustin, Villa Park, Westminster, and Yorba Linda, CA., and many other areas surrounding Orange County, CA, including San Diego, Riverside, San Bernardino, and the Inland Empire.  Regardless of which Southern California city you live in, please do not hesitate to call us for a free consultation.

Steven J. Feldman, Esq., 23151 Moulton Pkwy, Laguna Hills, California, 92653.   Copyright © 2000-2007      Privacy      Site Map