Gavel's Automated Estate Planning Documents for California | No Setup Needed
Automated California Estate Planning Documents
Complete attorney-designed questionnaires to generate estate plans instantly on Gavel Pro. Start for free today - no credit card required.
Exploring Gavel's Estate Planning Tools 📄
California Estate Planning Digital Assets Trust
Trust to manage digital property and accounts after death or incapacity
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
Request Access
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California Estate Planning Joint Fee Agreement
Conflict waivers for dual representation in estate planning
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
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Request Access
California Estate Planning Package (with Trust) for Couple
Revocable living trust with spousal succession, disclaimer trust, asset transfers, directives, retirement instructions
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
Request Access
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California Estate Planning Package (with Trust) for Individual
Revocable living trust, will, healthcare directive, DPOA, TPP, grant deed, and beneficiary instructions
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
Request Access
California Estate Planning Package (without Trust)
Estate plan with will, healthcare and financial directives, and asset instructions for individual or couple
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
Request Access
California Estate Planning Amendment and Revocation Documents
Templates to amend, revoke or restate estate planning documents
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
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California Estate Planning Pet Trust
Ensures funds and care for pets after owner's death
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
Request Access
California Estate Planning Power of Attorney for Child
Temporary care authorization for children
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
Request Access
California Estate Planning Small Estate Affidavit
Template for small estates under statutory value limit, per CA Courts Self-Help Guide
HOW IT WORKS:
- Start your Gavel free trial
- Request access to the workflow that generates this template
Request Access
FAQs
How do I get access to Gavel’s legal template workflows?
You can test the workflow's functionality for free above by clicking "Try the Workflow." To get the forms added to your account, you must have an active Gavel Pro or Scale subscription or a Gavel Pro trial.
This means:
- Sign up for a Gavel free trial
- Select a monthly or annual “Gavel Pro” subscription in your billing settings
- Add a payment method to your account to purchase the subscription
Request the forms you’d like added to your account above.
Already have a Gavel account?
Great news! If you don't have a Pro or Scale account, upgrade here before requesting access to your desired workflows.
Can I edit the legal templates?
These legal templates were beautifully built so that you can use them from day one. We suggest keeping them as they are to ensure the best functionality. Changes may disrupt their carefully structured functionality.
If you'd like best practices for customizing them, please refer to our Learning Center article on Editing Gavel's Legal Templates.
You can read how these workflows work in our Learning Center.
Do you have forms available for my state?
We got the ball rolling with legal forms for California and are in the process of expanding our library of automated legal forms to include more jurisdictions and practice areas.
We currently have legal templates for Probate, Estate Planning, and Family Law in the state of California.
I don’t see my area of law here. Will you be building more legal templates?
Yes, we are building workflows in more practice areas and jurisdictions on a rolling basis. You can request the templates you want here.
In the meantime, you can automate any form with Gavel yourself with a little bit of setup. Use our AI tool, Blueprint, to quickly upload and automate a set of documents that is not on our list.
Why should I use Gavel’s legal templates vs. similar products?
Great question! The beauty of Gavel’s workflows is that you can fill out a whole set of documents with one user-friendly questionnaire. With Gavel, you avoid having to fill them out one by one, field by field. Just answer the questions and grab your documents. You can test these forms as many times as you want in our template library.
How secure is Gavel?
Security is our primary concern given that we serve primarily legal customers. All customers are set up on segregated encrypted databases. All data centers are managed in accordance with leading data security standards, including SOC 1 - 3, PCI DSS Level 1, and ISO 9001 / ISO 27001. Gavel regularly undergoes third party security and penetration testing and is compliant with local privacy laws and regulations.
See gavel.io/security for more details.