Create your California Estate Planning from scratch

Step 1: Access DocHub to set up your California Estate Planning.

Begin by accessing your DocHub account. Explore the advanced DocHub functionality free for 30 days.

Step 2: Go to the dashboard.

Once signed in, go to the DocHub dashboard. This is where you'll build your forms and handle your document workflow.

Step 3: Create the California Estate Planning.

Hit New Document and choose Create Blank Document to be taken to the form builder.

Step 4: Set up the form layout.

Use the DocHub toolset to add and arrange form fields like text areas, signature boxes, images, and others to your form.

Step 5: Add text and titles.

Add necessary text, such as questions or instructions, using the text tool to assist the users in your form.

Step 6: Configure field properties.

Adjust the properties of each field, such as making them required or formatting them according to the data you plan to collect. Designate recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the California Estate Planning, make a final review of your form. Then, save the form within DocHub, export it to your preferred location, or share it via a link or email.