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Final Trust Administration Report with Distribution Documents
$55.00Attorney-Drafted Final Report Package for Closing Out a California Trust Administration
This document set includes everything a California attorney needs to finalize a trust administration and formally distribute trust assets to beneficiaries. It includes a First and Final Account and Report, a distribution cover letter, and a signed receipt of distribution template—all professionally structured to comply with the California Probate Code and best practices in trust administration.
Perfect for attorneys representing successor trustees, this package helps you close the file with clarity, compliance, and a strong paper trail.
First and Final Report & Petition for Distribution – California Probate
$75.00Comprehensive Court-Ready Probate Finalization Document
This First and Final Report & Petition for Distribution is a professionally drafted legal document designed for California probate cases where a decedent left a will, three beneficiaries, waived accounting, creditor claims were addressed, and special notice was requested. This court-ready petition ensures compliance with California Probate Code Sections 1063-1064, 11600, and 11640, et seq., facilitating the finalization of the estate and distribution of assets.
Guide to Acquiring Tax ID Number (EIN) for Probate or Trust Administration
$10.00Step-by-Step Instructions for Obtaining a Tax ID Online (11 Pages)
This downloadable PDF guide walks clients or legal professionals through the exact process of obtaining an Employer Identification Number (EIN) from the IRS for either a probate estate or trust administration. Whether you’re acting as an executor, trustee, or attorney guiding the process, this resource simplifies the experience with clear screenshots and plain-language instructions.
Hardship Letter in Support of Bankruptcy Filing
$10.00A customizable hardship letter template to include with your bankruptcy petition, explaining the financial circumstances leading to filing.
HIPAA Medical Records Authorization – Personal Injury
$10.00HIPAA-compliant authorization for law firms to request medical records in a personal injury case. Includes space for letterhead.
Independent Contractor Agreement
$10.00Comprehensive contractor agreement template covering scope, payment, IP, and legal protections. Designed for California businesses.
Instructions for Transferring Bank Accounts into Trust
$5.00A Simple Guide to Properly Funding Your Trust
This one-page guide provides clear, straightforward instructions on how to transfer your bank accounts into your revocable living trust, ensuring your assets are properly funded and avoid probate. Designed for ease of use, this document helps clients understand the necessary steps to update account ownership with their financial institution.
International Affidavit of Financial Support
$10.00Formal affidavit for affirming financial support of a family member abroad. Editable and letterhead-ready.
IRS Penalty Abatement Request Letter
$10.00Request letter for abatement of tax penalties under IRS First-Time Abatement or reasonable cause policy.
IRS Power of Attorney Cover Letter (Form 2848)
$5.00Professional cover letter for submitting IRS Form 2848 (Power of Attorney and Declaration of Representative).
Letter of Support for Immigration Petition
$10.00Formal letter in support of a family member’s immigration petition. Suitable for use with Form I-130 or I-485 filings.
LLC Banking Resolution – California
$10.00A ready-to-use banking resolution for California LLCs authorizing a specific member or manager to open and manage business bank accounts. This document is often required by banks to prove authority when establishing financial accounts on behalf of the company.