Canada
USA
Japan
Estate Ace
- 23544 Clearidge Dr., Valencia, California, United States (US)
- 6612108122
Estate Planning Questionnaire for Single Client – Fillable Adobe PDF
$15.00Streamline Your Estate Planning Process with a Comprehensive, Fillable Questionnaire
This Estate Planning Questionnaire for Single Clients is a professionally designed fillable Adobe PDF that helps attorneys and clients efficiently gather the critical information needed to create a legally sound estate plan. Whether you’re an estate planning attorney working with clients or a person looking to organize your estate details before meeting with an attorney, this form ensures nothing is overlooked.
Final Order for California Probate
$20.00Judicial-Ready Template for Approving Report, Fees, and Distribution
This Final Order template is the court-ready conclusion to your probate administration. Designed to accompany a First and Final Report and Petition for Distribution, this editable Word document includes all necessary judicial findings and language to obtain court approval of the report, statutory fees, reserve withholding, and final distribution of estate assets.
Perfect for California probate practitioners, this order tracks the structure and phrasing commonly used in Los Angeles County but can be easily modified for other California counties.
Final Probate Bundle
$150.00Court-Ready Documents to Close Your California Probate Case with Confidence
This Final Probate Bundle includes all the essential documents you need to successfully wrap up a California probate case and obtain a signed court order for distribution. Whether you’re a solo attorney, paralegal, or fiduciary, this professionally curated set gives you everything required to finalize the estate, account to the court and beneficiaries, and close the matter cleanly and confidently.
Individually priced documents total $85 — get the full bundle for just $75.
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.
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.
New Client Call Script for Estate Planning Attorneys
$10.00Handle New Client Inquiries with Confidence & Professionalism
This New Client Call Script is designed to help estate planning attorneys and their staff efficiently manage incoming client inquiries, set expectations, and convert leads into paying clients. Whether you’re a solo practitioner or part of a law firm, this script ensures that every potential client receives a clear, professional, and well-structured consultation introduction.
New Probate/Trust Administration Client Questionnaire
$15.00Gather Essential Information for a Smooth Probate Process
This New Probate Client Questionnaire is designed to help attorneys efficiently collect key details from clients at the start of a probate case. By streamlining the intake process, this document ensures that all necessary information is gathered upfront, reducing delays and making probate administration more efficient. A downloadable, fillable PDF is provided for easy completion.
Opening a Probate Bundle
$25.00Essential Templates to Start Your Probate Case the Right Way
This Opening a Probate Bundle includes the foundational documents every attorney or probate professional needs when taking on a new probate case in California. Whether you’re meeting with a potential client for the first time or preparing to file the initial petition, this bundle gives you the tools to gather critical case details, set expectations, and get retained quickly and professionally.
Includes 3 core templates — plus 2 bonus cover letters commonly used at the start of administration.
Probate Distribution Receipt
$15.00Ensure Beneficiary Acknowledgment of Estate Distributions
This Probate Distribution Receipt is a professionally drafted document designed for executors, administrators, and probate attorneys to use when distributing estate assets to beneficiaries. By signing this receipt, beneficiaries formally acknowledge receiving their share of the estate, providing a clear record for probate administration.
Probate Final Report Exhibits – Liabilities, Creditor Claims & Property on Hand
$25.00Court-Ready Tables for Probate Accounting & Distribution
This Probate Final Report Exhibits Package includes three professionally formatted tables designed for use in the First and Final Report submitted to the probate court. These exhibits provide a clear and structured summary of the estate’s financials, ensuring compliance with California probate law and facilitating court approval.