California Small Estate Wills Volume

This volume provides a complete small estate package for a general practitioner providing legal services to a husband, wife, individual, or domestic partner. Whether you draft wills as a normal part of your practice or you offer them as a value-added service for clients, you will find this volume extraordinarily useful.

It contains more than 80 automated forms you need to represent clients with uncomplicated estates—generally those not subject to the federal estate tax.

The Small Estate Wills forms are grouped into the following broad categories:

Testamentary and Trust Documents
Health Care Documents
Power of Attorney Documents
Minor Children Documents
Domestic Partner Documents

Testamentary and Trust Documents
We automated them all—simple, trust, and pourover wills, revocable trust declaration, codicil, revocation of will and more—and they’re all in here.

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Health Care Documents
You’ll also find that we automated the HIPAA release, advanced health care directive, revocation of health care directive, physician’s declaration, and more to provide for all of your client’s medical records and decisions needs.

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Power of Attorney Documents
This automated system also enables you to quickly draft Statutory Powers of Attorney for husband, wife, individual, and domestic partners allowing for one or more multiple agents. Additionally, draft them as effective immediately or upon incapacity to allow the agent to conduct instantly all the affairs of the grantor.

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Minor Children Documents
For minor children, you can also create a medical power of attorney, HIPAA release, and revocation of medical power of attorney.

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Domestic Partner Documents
And, we didn’t forget to include a declaration, notice of termination, and revocation of termination of domestic partnerships.

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We also ensured that you can quickly generate a client questionnaire and a consent to concurrent representation form using this volume.

Use this volume to draft professional, letter-perfect documents—quickly and easily assembled to meet your clients’ needs. With ProDoc you know they are always current and always reliable.

Use our Lipman's Wills & Trusts volume to represent clients with more complex estate planning issues and requirements.

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Order this volume online in one of the following Library options:

California General Practice Library
California Office Practice Library
California Estate Planning

View our Small Estate Wills volume forms list >>