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The document outlines the estate planning process for Seymour T. Cramer, utilizing Cowles' Trust Plus software to create a revocable living trust and associated legal documents. It details the structure of the trust, including trustee appointments, powers, and distribution plans upon death. The document emphasizes the importance of funding the trust and provides templates for various asset transfer documents, health care directives, and powers of attorney. Additionally, it includes conflict of interest disclosures for joint representation by an attorney and instructions for managing beneficiary designations on retirement accounts.

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Is a handwritten living trust legal in California?

Living trusts may not always provide the desired level of protection against creditors. Depending on the circumstances, creditors may still have avenues to access the assets within the trust, raising concerns among those seeking robust asset protection.

Can I do my own living trust in California?

Yes, handwritten trusts are legal in California, but they must meet specific requirements to be valid. Under California Probate Code, a trust must: Clearly express the grantors intent to create a trust. Name a trustee, the person responsible for managing the trusts assets.

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