California Revocable Living Trust Form

The California revocable living trust is a document that allows a Grantor to specify how his/her assets and property should be managed during their lifetime and after their death. The assets designated to the trust may be managed by the Grantor only if the Grantor chooses to act as Trustee (person responsible for maintaining the trust), however, this option is only available with a Revocable trust. An Irrevocable trust can benefit the Grantor in other ways, such as protecting the Grantor from estate tax and creditors. Regardless of the type of trust created, all items in the trust are not subject to probate and will be transferred to the Beneficiaries immediately after the Grantor’s death.

Laws § 15200-15414

How to Write

Step 1 – Start by downloading the form in your preferred format (Adobe PDF, Microsoft Word, Open Document Text).

Step 2 – On the first page of the California living trust form, specify the following details:

  • Grantor’s name
  • Date
  • Grantor’s name
  • Grantor’s mailing address
  • Trustee’s name
  • Trustee’s mailing address
  • Name of the trust
  • Is the trust an amendment to a prior living trust?

Step 3 – In Article 4, Section A (continued on page three (3)), name the individual(s) or organization(s) chosen by the Grantor to benefit from specific assets (describe the assets).

Step 4 – In Article 4, Section B, indicate who is to receive the Grantor’s tangible assets; select either “The Beneficiaries” or, to specify an alternate person, select the second option and enter that person’s name and last four (4) digits of SSN/Tax ID #.

Step 5 – In the first two entry fields available in Article 4, Section C, provide the name and address of the Pet Caretaker; the Pet Caretaker will possess rights to the Grantor’s pet(s) upon death or incompetency of the Grantor. In the remaining two entry fields, enter the name and address of an alternate Pet Caretaker.

Step 6 – In Article 4, Section C, Part (ii), specify whether or not there is to be funding given to the Pet Caretaker for the purpose or providing adequate care for the Grantor’s pet(s). If funding is to be provided, enter the dollar amount as well as the length of time (months or years) in which the Pet Caretaker must take possession of the pet(s) and provide the necessary care before fundings are rescinded.

Step 7 – In Article 4, Section C, Part (iii), use the first entry field to enter the name of the person with authorization to request an accounting for the funds provided to the Pet Caretaker. Continue by entering that same individual’s address in the second entry field.

Step 8 – In Article 4, Section D (found on Page 5), enter the name of each Beneficiary (maximum four (4)) as well as their address and the last four (4) digits of their SSN or Tax ID #.

Step 9 – In Article 10, enter the amount of time (months or years) in which a Beneficiary may make a single request for an accounting of the property placed in the trust.

Step 10 – In Article 13, provide the names and addresses of two (2) Successor Trustees (individuals who will assume control of the trust should the initial Trustee become unfit or unable to do so.

Step 11 – In Article 13, Section H, Part I, indicate whether or not the Trustee shall be compensated for carrying out their duties.

Step 12 – In Article 15, enter the number of days that the benefiting party must wait before a claim may be made on the trust.

Step 13 – In Article 17, choose one of the available options to indicate whether or not the Grantor is married. If the Grantor is married, enter the name of his/her spouse.

Step 14 – In Article 18, provide the names of the Grantor’s children (if any).

Step 15 – In Article 21 (Continued on Page 17), mention the name(s) of the individual(s) or organization(s) which are to be excluded from the trust.

Step 16 – In Article 22 (Page 17), each relevant party (Grantor, Trustee, Successor Trustee) must provide their signature, printed name, and the date of signing.

Step 17 – On Page 18, “Self-Proving Affidavit”, the following information must be supplied:

  • State
  • County
  • Grantor’s signature plus the date
  • Trustee’s signature plus the date
  • Successor Trustee’s signature plus the date
  • 2nd Successor Trustee’s signature plus the date
  • Witness Signature plus the date
  • 2nd Witness Signature plus the date

Step 18 – On page 18, “Notary Acknowledgement”, it is recommended that a Notary Public fills in the following details:

  • Date of witness
  • Name of Grantor
  • Commission expiry date
  • Notary’s signature
  • Notary’s printed name

Step 19 – Using Attachment A found on the final page of the trust form, describe each asset being designated to the trust.