Track asset characterization (community, separate, quasi-community) with source-of-funds tracing. Generate transmutation agreements that satisfy Family Code § 852's express declaration requirement—ensuring any change in character is documented with the specificity California courts require.

Generate grant deeds and quitclaim deeds with Preliminary Change of Ownership Reports (BOE-502-A) pre-populated from interview data. The system identifies transfers that may qualify for PCOR exclusions and flags interspousal transfers under Revenue & Taxation Code § 63.

Flag parent-child and grandparent-grandchild transfers that may qualify for the Prop 19 exclusion, including the primary residence requirement and $1 million assessed value limitation. The interview captures transfer timing and beneficiary eligibility for exclusion claims.

Comprehensive funding documentation—assignment of personal property, schedule A preparation, and deed generation—reduces the need for Probate Code § 850 petitions. When assets remain unfunded at death, the system preserves evidence of settlor intent for Heggstad proceedings.

Pour-over wills and standalone wills comply with California's attestation requirements: signature at the end, two witnesses present at the same time who sign during the testator's lifetime, and witness acknowledgment language that satisfies Probate Code § 6110's presence requirement.

Trust and will provisions account for California's default 120-hour survivorship requirement under Probate Code § 21109. Override language is included where clients prefer simultaneous death treatment or different survivorship periods.

1. Intake with California-specific prompts

Collect client biographical data, asset characterization (community vs. separate property), real property APNs and legal descriptions, and fiduciary appointments. The interview surfaces California-specific issues: transmutation history, Prop 19 eligibility, and potential title clearing needs.

2. Trust, will, and powers drafting

Generate revocable living trusts with California Probate Code–compliant provisions, pour-over wills meeting § 6110 attestation requirements, Statutory Form Durable Powers of Attorney per § 4401, and Advance Health Care Directives per §§ 4700-4701.

3. Deed preparation and PCOR generation

Prepare grant deeds or quitclaim deeds for each real property, with PCOR forms (BOE-502-A) pre-filled. The system flags interspousal exclusions, parent-child transfers, and properties requiring supplemental documentation.

4. Funding documents and schedules

Generate Schedule A (real property), Schedule B (personal property), assignments of tangible and intangible personal property, and beneficiary designation change letters—all cross-referenced to the trust instrument.

5. Attorney review and execution package

Review the complete document set with flagged items requiring attorney judgment. Generate execution-ready packages with signing instructions, notary certificates, and witness acknowledgment pages formatted for California requirements.

California's statutory short form POA with all powers enumerated under § 4450-4465. Includes initialing blocks for each power category (real property, banking, retirement plans, tax matters) and the statutory warning required for agent acceptance.

Statutory form compliant with § 4701 requirements: agent appointment, treatment preferences, organ donation elections, and primary physician designation. Includes the statutorily required witness attestations and notary acknowledgment.

Statutory certification containing all elements required by § 18100.5: trust name, date of execution, settlor and trustee identities, trustee powers relevant to the transaction, trust revocability, and manner of taking title—without disclosing dispositive provisions.

Post-death notification to heirs and beneficiaries with the 120-day contest window. Includes required content: trustee identity, trust terms availability, and beneficiary's right to request a copy of the trust instrument.

Trust administration creditor notice compliant with Article 2 requirements. Triggers the 4-month claims period when properly published and mailed, barring late creditor claims under § 19004.

Affidavit for collection of decedent's personal property (bank accounts, vehicles, securities) without probate. Automatically calculates the $184,500 threshold and enforces the 40-day waiting period from date of death.

Affidavit for transfer of real property valued under $61,500 (as adjusted) without full probate. Includes required exhibits: certified death certificate, preliminary change of ownership report, and property valuation.

Petition to confirm community and quasi-community property to surviving spouse without full probate administration. Addresses both titled and untitled assets, with schedules for real and personal property.

Recorder-ready affidavit establishing successor trustee authority. Includes death certificate attachment requirements and signature blocks for successor trustee acceptance under the trust instrument.

Title-clearing affidavit for real property held in joint tenancy. Terminates the deceased joint tenant's interest and confirms survivorship rights in the surviving joint tenant(s) for recording purposes.

Affidavit confirming community property vesting in surviving spouse. Addresses both California community property and community property with right of survivorship under Civil Code § 682.1.

Revocable transfer on death deed for primary residences per California's TODD statute. Includes statutory form requirements, beneficiary designation, and the mandatory recording and 60-day delivery requirements.

California-compliant no-contest clauses that account for the state's protective rules. Clauses are enforceable only for direct contests brought without probable cause—safe harbor provisions preserve beneficiary rights for good-faith challenges.

Statutory affidavit authorizing non-parent caregivers to consent to school enrollment and medical treatment for minor children. Valid for one year with renewal provisions.