Everything You Need Before Your Appointment

Certify the existence and key terms of a revocable living trust for third parties.

Formally amend a term of an existing revocable living trust.

Collect a decedent's personal property without probate (CA Probate Code §13101).

Establish a decedent's legal residence for transferring securities or estate assets.

A comprehensive, fill-in-the-blank will covering beneficiaries, guardians, and executors.

Transfer real property in California with warranty of title to the grantor.

Transfer any interest in California real property without warranty of title.

Secure a real estate loan with California property as collateral.

Transfer California real property into or out of a revocable living trust.

Establish sole ownership of California property after a joint tenant passes away.

Confirm a trustee's death to release or transfer trust-held property.

Protect equity in your California principal residence from certain creditors.

Authorize release of your protected health information to a designated recipient.

Grant broad financial authority to an agent — ends if you become incapacitated.

Authorize an agent for a specific, narrow purpose or transaction.

A written promise to repay a loan with stated terms and interest.

Document a financial gift and confirm no repayment is expected (common for mortgages).

Authorize a minor to travel domestically or internationally with a designated adult.

Authorize a caregiver to consent to medical care for your child in your absence.

Authorize a relative caregiver to enroll a child in school and obtain medical care (CA FC §6550).

Record a formal decision or authorization made by a corporation's board.

Define the terms of a contractor engagement and confirm no employment relationship.

Protect confidential information shared between two parties for a defined purpose.

Document the transfer of personal property ownership from seller to buyer.

Outline the basic terms of a business partnership between two or more partners.

The standard California all-purpose acknowledgment certificate — attach to any document.

The standard California jurat certificate for sworn or affirmed statements.

Swear to your identity under penalty of perjury for institutions requiring verification.

A custodian certifies a copy of a document is a true and correct reproduction.

Name a health care agent and state your end-of-life wishes (based on Probate Code § 4701).

California's official statutory form power of attorney for finances (Probate Code § 4401).

California's official statutory will form for modest estates (Probate Code § 6240).

Prepare a California Secretary of State apostille request cover sheet for mail-in submission.

Prepare a California Secretary of State apostille request cover sheet for in-person LA submission.