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Estate Planning

Questionnaires/Worksheets For Estate Planning Clients:

Estate Planning Information Memos:

Revocable Trusts v. Wills in California (PDF)
Funding Revocable Trusts (PDF)
Duties of Trustee (Fiduciary Duties) (PDF)
Transfer Tax System–Estate and Gift Tax (PDF)
Life Insurance Trusts (ILIT) (PDF)
Private Charitable Foundations (PDF)
Gifts to Minors (PDF)
Family Limited Partnerships (PDF)
Charitable Remainder Trusts (PDF)
Sale to Intentionally Defective Grantor Trust (PDF)
Qualified Personal Residence Trusts (QPRT) (PDF)

Visit our Form Vault to view our complete library of form instructions

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California Petition For Probate Form DE-111

img petition for probate form de 111

If you are opening probate for someone who has died with or without a will you may be wondering how to correctly fill out a petition for probate.

Attorney Keith Davidson explains how to fill out a petition for probate in California, form DE-111.

View Video Transcript

California Probate Notice of Hearing Form DE-120

img probate notice of hearing form de 120

Anytime you have a hearing schedule in California probate court for a trust, will, estate, conservatorship, or guardianship matter you must mail notice of the hearing to all interested parties.

In this video, partner Keith A. Davidson walks you through how to prepare and file a Notice of Hearing, Form DE-120.

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California Notice of Petition for Probate Form DE-121

img notice of petition for probate form de 121

If you are opening a probate estate in California, then you are required to give notice to all interested parties using Form 121, California Notice of Petition for Probate.

In this video, partner Keith A. Davidson walks you through how to properly fill out Form DE-121.

View Video Transcript