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1 Any Attorney or Party

12345 Any Street


2 Any Town, CA 55555
3 555-555-5555

4 Any Attorney or Party


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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)]
)
14 ) DATE:
) TIME:
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____________________________________) DEPT:
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http://freeweeklylegalnewsletter.gr8.com/ and enter your e-mail
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20 address.
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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,

8 commonly known as ________________________________, to Petitioner,


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____________________________. Said real property is a co-op apartment, and ownership is
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represented by two certificates, (1) One Share of Stock Certificate in
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_______________________________, and (2) One ____________________________ Membership
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13 Certificate, number _____________________. True and correct copies of said certificates are

14 attached hereto as Exhibits B and C respectively, and incorporated herein by reference.


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Be sure to modify these paragraphs to suit your individual
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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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25 3. On or about __________, _____________ executed a General Assignment of all

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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

8 of said letter is attached hereto as Exhibit E and incorporated herein by reference.


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Be sure to modify these paragraphs to suit your individual
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11 situation. Do NOT just use the wording here unless it definitely applies
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13
to your particular situation.
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To purchase the entire document visit:
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16 https://legaldocspro.myshopify.com/products/sample-heggstad-petition-
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for-california
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