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Trust Administration – California Trustee Notification Under Probate Code § 16061.7
$15.00Ensure Compliance with California Probate Law
This Notification by Trustee Pursuant to Probate Code Section 16061.7 is a crucial document for trustees administering a revocable living trust that has become irrevocable due to the settlor’s passing. Designed specifically for California estate planning and trust administration, this template ensures that trustees fulfill their legal duty to notify beneficiaries and heirs as required by state law.
Trust Administration Accounting Spreadsheet
$20.00Effortlessly Track & Manage Trust Finances with Auto-Calculating Fields
This Trust Accounting Spreadsheet is designed for trustees, estate administrators, and attorneys to efficiently track trust assets, income, expenses, and distributions. With fillable sections and built-in auto-calculations, this Excel template ensures accurate record-keeping and simplifies trust accounting compliance.
Trust Administration Bundle
$100.00Complete Document Toolkit for Attorneys Managing California Trust Administrations
This Trust Administration Bundle is built for attorneys and law firms assisting clients with the administration of a revocable trust that has become irrevocable due to the settlor’s death. It includes professional-grade templates covering client intake, trustee guidance, statutory notices, agency correspondence, IRS compliance, and final distribution—all in one bundle.
Individually, these documents total over $130 in value—Bundle price: $100.
Trust Administration Fee Agreement
$25.00Clearly Define Legal Fees & Responsibilities for Trust Administration
This Trust Administration Fee Agreement is a professionally drafted contract designed to establish clear terms for legal representation in trust administration matters. It ensures compliance with California law, including transparent fee structures and trustee responsibilities. Fully customizable, this agreement can also be adapted for use in other states.
Trust Funding Instructions
$10.00A Comprehensive Guide to Transferring Assets into Your Trust
Properly funding your revocable living trust is essential to ensuring your assets are managed and distributed according to your wishes while avoiding probate. This Trust Funding Instructions document provides a clear breakdown of different asset types and how each should be transferred into your trust.
Trustee’s Duties and Responsibilities Letter
$15.00Guidance for Trustees in Trust Administration
This Trustee’s Duties and Responsibilities Letter provides a structured and professional outline of the essential responsibilities of a trustee during trust administration. It ensures trustees understand their legal obligations, record-keeping duties, and financial responsibilities, helping them properly manage the trust in compliance with California law.
Unanimous Consent to Form LLC (California)
$10.00This California-compliant resolution allows all members of an LLC to unanimously authorize the formation of the company without holding a formal meeting. Perfect for new business owners or legal professionals documenting internal approvals before filing Articles of Organization with the Secretary of State.
Work-for-Hire Agreement
$25.00Template agreement assigning full intellectual property rights from contractor to client under U.S. copyright law.