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Answered By: Librarian 03
Last Updated: May 10, 2022     Views: 640

How do I find estate planning forms and information, such as for wills, medical and financial powers of attorney, etc?

Here are resources for accessing estate planning forms and information online and in our library, including for wills, trusts, financial and medical powers of attorney, and transfer on death deeds:

Sacramento Law Library legal forms

Click on the Estate Planning link on the Sacramento Law Library Legal Forms webpage to see a list of their free estate planning forms such as Will (California Statutory Will Form), Advanced Health Care Directive (Living Will & Power of Attorney for Health Care), Power of Attorney (California Uniform Statutory), and Transfer on Death (TOD) Deed forms, among others.

 

Westlaw forms

The library has access to many estate planning forms online in the publication California Transactions Forms-Estate Planning via WestlawRelevant types of forms include forms for wills, trusts, durable powers of attorney, and nonprobate transfers of property. Relevant chapters include Chapter 8. Durable Powers of Attorney, Chapter 10. Nonprobate Transfers of Property, Chapter 12 through Chapter 18 about different kinds of trusts, Chapter 19. Introduction to Wills and Will Drafting, including subchapter A. Complete Will Forms and B. Optional Provisions, and Chapter 21. Testamentary Trusts. A table of contents is available online.

Lexis forms

The library has access to many estate planning forms online in the publication California Wills & Trusts via Lexis Advance. Relevant divisions include Division I (Forms) Complete Trusts, Division III (Forms) Complete Will Forms, Division VII (Forms) Complete Durable Power Of Attorney, among other relevant divisions.

We have the publication California Wills & Trusts Forms in print at the library at the call number KFC195.C3

Gale Legal Forms- California Forms Library

Alameda County Law Library cardholders can email us at lawlib@acgov.org to receive the password for the Gale Legal Forms- California Forms Library.

The Gale California Forms Library “offers a wide selection of essential state-specific (and multi-state) legal forms that may be customized for the most common legal procedures. The database includes thousands of transactional and litigation forms on a variety of legal topics- real estate forms, business forms, contracts, wills & trusts, powers of attorney, pre-marital agreements, bankruptcy, divorce, landlord tenant and many others.

The California Forms Library can be searched by keyword/form name or browsed by practice area (e.g. Promissory Notes). Forms can be downloaded as Word documents and saved to your computer.”

Superior Court of California, County of Alameda

The Superior Court of California, County of Alameda Probate Court webpage has information on probate, property transfers on death, trusts, guardianship, financial and medical decision making, and other estate planning information. 

CEB materials

The library has access to Continuing Education of the Bar estate planning materials in print and online such as California Estate Planning available on our computers via CEB Onlaw and on our shelves at call number KFC195 .E78 2002 and California Will Drafting via CEB Onlaw and on our shelves at call number  KFC201.C36.

Nolo books and Nolo EBSCO database

You can access estate planning books such as Every Californian's Guide to Estate Planning, Plan your Estate, Make Your Own Living Trust, and How to Probate an Estate in California: a step-by-step guide online via our Nolo EBSCO database or in print in our library via our Library Catalog.

Log into the Nolo EBSCO database following the instructions at Library Databases | Law Library (acgov.org) and search for the book title to access the book online. This book discusses information on wills, living trusts, guardianship for minor children, advance healthcare directives, powers of attorney for finances, and other estate planning topics. Other Nolo estate planning books are also available via the Nolo EBSCO database.