Sample Certificate of Trust, Schedule of Trust Assets, General Assignment, Bill of Sale

Here are a few sample documents from the estate plan of an elderly gentleman:

  1. Certificate of Trust
  2. Schedule of Trust Assets
  3. General Assignment
  4. Bill of Sale

The Testator resided in California and his son, the Trustee was a resident of Oregon, thus the Oregon Notary acknowledgment forms on these documents.




Handouts June 28 D,E

2017 Revocable Trust Classes – San Jose and San Francisco

We are back!   Choose from two locations:
San Jose            November 3, 4 and 5.
San Francisco    December 1, 2 and 3.
This is an intensive, comprehensive estate planning course designed to jump start your knowledge in drafting revocable trusts. Local experienced estate planners provide guidance for each step in the estate planning process from pre-engagement to drafting to execution of final documents to termination of representation.
The course has been approved for 20 hours of CLE by the State Bar of California  and runs three days from 9:00 a.m. to 5:00 p.m. each day.
San Jose (55 West Santa Clara Street) or San Francisco (One Market Street).
Call for more information:   1-877-508-4511

Sample Client Questionnaire

As I writes this post it is pouring rain outside. Buckets!! Wow – do we need it, but all I can think of is that I definitely must get up to Tahoe!  The skiing must be amazing!

Here’s some useful information for you. This was a handout from Jennifer Cunneen when she taught the marital planning class in 2012 in San Jose. Jennifer is a very experienced estate planner from San Jose. She also includes some dual representation language which is absolutely necessary when drafting a trust for a husband and wife.

Many attorneys like to send questionnaires to clients before an initial meeting to save everyone’s time and make the process more efficient. I think this works for some clients but not all. Some clients feel overwhelmed when they get these questionnaires and may need some hand holding to go through them. I usually tell clients finish as much as you can before you come into to meet with me and we can go  over the rest in our initial meeting. This at least gets the procrastinators in your door which is necessary to get the whole process going.



Client Questionnaire & Dual Representation