California disclaimer 2026

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  1. Click ‘Get Form’ to open the California Disclaimer in the editor.
  2. Begin by filling in the name and address of the Trustee at the top of the form. This information is crucial as it identifies who will be receiving the disclaimer.
  3. Next, enter the name and address of the Trustor, followed by the name of the Trust. This section establishes the context for your disclaimer.
  4. In the designated area, describe your interest under the trust that you are disclaiming. Be specific about what you are renouncing, such as income or a sum certain.
  5. Sign and date where indicated as a Beneficiary. Ensure that your printed name is also included for clarity.
  6. If required, have a Notary Public witness your signature and complete their section to validate your disclaimer.
  7. Finally, ensure that the Trustee acknowledges receipt of your disclaimer by signing in their designated area.

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