California Joint Revocable Living Trust Template (Married Couples)
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What's Included
Attorney-style California Joint Revocable Living Trust for married couples. Drafted under Cal. Prob. Code §§ 15000–18001 (California Uniform Trust Law) and community property rules (Cal. Fam. Code § 760). Both spouses serve as co-trustees and co-grantors. Covers community property and separate property funding, A/B trust (bypass/marital) optional split for estate tax planning, incapacity successor trustee succession, division-at-death instructions, independent administration, spendthrift clause, and pour-over will coordination. Includes Schedule A (community property), Schedule B (Spouse 1 separate property), Schedule C (Spouse 2 separate property), trustee powers checklist, and California notary acknowledgment. Instant .docx download.
Who This Is For
- Residents with straightforward estates
- Individuals who want a solid will without attorney fees
- Married couples (each spouse needs their own)
- Anyone ready to get their affairs in order
NOT Appropriate For
- Business owners with complex ownership interests
- Blended families with competing inheritance claims
- Property owners in multiple states
- Taxable estates (over federal exemption)
Legal Disclaimer
This template is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by purchase. Consult a licensed California attorney for advice specific to your situation.
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