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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering the name of the trust in the designated field. Ensure accuracy as this is crucial for identification.
  3. Fill in the date when the trust was created. This information is essential for legal purposes.
  4. List the settlor(s) of the trust in the provided section. This identifies who established the trust.
  5. Indicate the currently acting trustee(s) by filling out their names. This clarifies who has authority over the trust.
  6. Check 'Yes' or 'No' for each power of the trustee(s) regarding selling, borrowing, and encumbering property.
  7. Specify whether the trust is revocable or irrevocable and identify any parties with revocation power if applicable.
  8. Complete details about multiple trustees if applicable, ensuring all required signatures are included.
  9. Enter the trust identification number, which may be a Social Security Number or Employee Identification Number.
  10. Finally, confirm that all information is accurate and sign where indicated, ensuring compliance with California Probate Code Section 18100.5.

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