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SUPERIOR COURT OF THE STATE OF CALIFORNIA
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FOR THE COUNTY OF ___________________
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IN THE MATTER OF : ) CASE NO.
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THE _________________ REVOCABLE ) PETITION FOR ORDER CONFIRMING
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LIVING TRUST DATED ___________. ) SUCCESSOR TRUSTEE AND TRUST
13 ) ASSETS [PROBATE CODE 850(a)(3)]
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14 ) DATE:
) TIME:
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____________________________________) DEPT:
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Petitioner, _________________________, alleges that,
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1. The Petitioner is the presently acting Trustee of the ___________________________
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REVOCABLE LIVING TRUST DATED _____________________. A true and correct copy of the
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1 _____________ REVOCABLE LIVING TRUST DATED _______________________, is attached
2 hereto as Exhibit A and incorporated herein by reference.
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2. ___________________died on __________________. Before her death,
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____________________________was in the process of transferring title of all of her assets into the
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Trust. In fact, on page __ of the Trust, under the heading, Specific Gifts of Real Estate
7 ___________________ gave All that real property situated in ______________ County, California,
13 Certificate, number _____________________. True and correct copies of said certificates are
17 situation. Do NOT just use the wording here unless it definitely applies
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to your particular situation. Remember that ANY property that was
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described in the Trust or any General Assignment of Personal Property
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22 into the Trust can be listed here, bank accounts, stocks, bonds, cars, etc,
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it does not have to be real estate.
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Personal Property into the Trust. A true and correct copy of said General Assignment is attached
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hereto as Exhibit D and incorporated herein by reference.
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1 4. On or about _________________, counsel for Petitioner, _______________
2 received a letter from ____________, stock transfer agent for the _______________ in response to
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his letter to her dated __________________. In the letter __________________ states that a Court
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order is needed placing the two certificates by their corporate numbers into the Trust so that
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Petitioner can then request membership in _____________, and complete the transfer of ownership
7 of said real property to the beneficiary listed in the Trust, namely Petitioner. A true and correct copy
11 situation. Do NOT just use the wording here unless it definitely applies
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to your particular situation.
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for-california
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