Legal Forms - California Revocable living trust information and specification - Estate Planning Solution - living trust forms - revokable - irrevocable
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The California Revocable Living Trust package includes all necessary documents that you need to successfully create your own Revocable Living Trust.
The Revocable Living Trust package contains the following documents:
- The Living Trust Agreement itself;
- Schedule of Assets (Appendix A) to Living Trust;
- Schedule of Beneficiaries (Appendix B) to Living Trust;
- Deed of Realty Transfer to Living Trust;
- Financial Account Transfer to Living Trust;
- Securities Transfer to Living Trust;
- Business Interest Transfer to Living Trust;
- Chattel Transfer to Living Trust;
- Amendment to Living Trust;
- Affidavit of Succession:
- Certificate of Trust.
As you may already know, a Grantor (Trustor) under a Revocable Living Trust conditions has the right to change or revoke his
Trust Agreement at any time. For your convenience we provide you with a Living Trust Revocation form separately.
A few States (Alaska, Florida, Michigan and Washington) have a requirement to establish a Notice of Trust, which is optional in California.
However, state laws are subject to change frequently, so you should call the probate court and simply ask if a Notice of Trust is
required. For your convenience we provide you with a Notice of Trust form separately.
More detailed information about all of above forms may be found by clicking on "More details" link across the name of the
particular living trust document.
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Read more useful information:
Understand Federal Estate Tax Exemption
Living Trusts Take Precedence Over a Last Will.
Check is your state a Dower or Curtesy requirements state?
About Marital Property Rights
Notary Acknowledgment and Witness Declaration
Living Trust Legal Information
Living Trust Frequently Asked Questions
Living Trust Legal Articles
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Problems Solved by Estate Planning
A living trust can solve many of the problems encountered in estate planning. Some ...
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Try to Avoid Probate with Living Trust
First of all, what is probate? We've heard various things about probate and we pretty ...
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The AB Living Trust Saves Taxes
Some people must consider federal estate tax when planning their finances. Estate tax ...
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