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1ANY ATTORNEY
LAW OFFICES OF ANY ATTORNEY
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REVOCABLE LIVING TRUST DATED __________________...
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received a letter from ____________, stock tran...
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Sample Heggstad petition for California

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This sample Heggstad Petition for California is used to request a Court order that all property described in a revocable living trust is trust property. The petition can be used in the right situations to avoid probate in California and was created by a freelance paralegal who has worked in California and Federal litigation since 1995 and has used this sample for many years. The sample is based on the California Court of Appeal case known as the Estate of Heggstad.

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Sample Heggstad petition for California

  1. 1. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1ANY ATTORNEY LAW OFFICES OF ANY ATTORNEY 12345 ANY STREET ANY TOWN, CA 55555 213-555-5555 Attorney for Petitioner SUPERIOR COURT OF THE STATE OF CALIFORNIA FOR THE COUNTY OF ___________________ IN THE MATTER OF : ) CASE NO. ) THE _________________ REVOCABLE ) PETITION FOR ORDER CONFIRMING LIVING TRUST DATED ___________. ) SUCCESSOR TRUSTEE AND TRUST ) ASSETS 1[PROBATE CODE § 850(a)(3)] ) ) DATE: ) TIME: ____________________________________) DEPT: To subscribe to my FREE California weekly legal newsletter visit http://www.legaldocspro.net/newsletter.htm and enter your e-mail address. To view sample document packages sold by LegalDocsPro visit: http://www.legaldocspro.com/downloads.aspx Be sure to remove this notice and all other notices before using this document. 1Petitioner, _________________________, alleges that, 1. The Petitioner is the presently acting Trustee of the ___________________________ - 1 -
  2. 2. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 REVOCABLE LIVING TRUST DATED _____________________. A true and correct copy of the _____________ REVOCABLE LIVING TRUST DATED _______________________, is attached hereto as Exhibit “A” and incorporated herein by reference. 2. ___________________died on __________________. Before her death, ____________________________was in the process of transferring title of all of her assets into the Trust. In fact, on page 5 of the Trust, under the heading, “Specific Gifts of Real Estate” ___________________ gave ”All that real property situated in ______________ County, California, commonly known as ________________________________”, to Petitioner, ____________________________. Said real property is a co-op apartment, and ownership is represented by two certificates, (1) One Share of Stock Certificate in _______________________________, and (2) One ____________________________ Membership Certificate, number _____________________. True and correct copies of said certificates are attached hereto as Exhibits “B” and “C” respectively, and incorporated herein by reference. Be sure to modify these paragraphs to suit your individual situation. Do NOT just use the wording here unless it definitely applies to your particular situation. Remember that ANY property that was described in the Trust can be listed here, bank accounts, stocks, bonds, cars, etc, it does not have to be real estate. 3. On or about __________, _____________ executed a General Assignment of all Personal Property into the Trust. A true and correct copy of said General Assignment is attached hereto as Exhibit “D” and incorporated herein by reference. 4. On or about _________________, counsel for Petitioner, _______________ - 2 -
  3. 3. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 received a letter from ____________, stock transfer agent for the _______________ in response to his letter to her dated __________________. In the letter __________________ states that a Court order is needed placing the two certificates by their corporate numbers into the Trust so that Petitioner can then request membership in _____________, and complete the transfer of ownership of said real property to the beneficiary listed in the Trust, namely Petitioner. To purchase and download the entire sample document visit: http://www.scribd.com/doc/27527989/Sample-Heggstad-Petition-for- California - 3 -

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