Deposit planning documents 2026

1. Click ‘Get Form’ to open the deposit planning document in the editor.
2. Begin by entering the NAME, ADDRESS, and TELEPHONE NUMBER of the attorney or party without an attorney in the designated fields.
3. Input the STATE BAR NUMBER where indicated. This is essential for identification purposes.
4. In the section labeled 'ATTORNEY FOR (Name):', specify the name of the attorney representing the depositor.
5. List all estate planning documents being submitted for deposit in accordance with Probate Code §732(c). If necessary, attach an additional page.
6. Certify your status by checking the appropriate boxes and providing any required information regarding your authority under Probate Code §735.
7. Complete the acknowledgment section by signing and dating where indicated, ensuring all details are accurate before submission.

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