California Estate Planning Package Amendment and Revocation Documents
Welcome to the Estate Planning Documents Generator!
This workflow will allow you to generate documents estate planning documents to amend or to revoke a previous document, tailored specifically for the state of California. Upon completion of this intake, some or all of the following documents may be generated for you based on your selection and entries:
- Amendment to Trust
- Codicil to Will
- Revocation of Durable Power of Attorney and Notice of Revocation of Durable Power of Attorney
- Revocation of Advance Health Care Directive
In addition to this, you can also use this workflow to generate instruction pages on how to create the following documents:
- Revocation of Will
- Amendment and Restatement of Trust
- Revocation of Trust
Please keep in mind that the documents are designed to be in compliance with California law and may not be appropriate for use in other jurisdictions, as it may not meet the legal requirements of other states.
If you have any questions (or commendations), please contact us at help@gavel.io.
How to fill this intake:
- The questions marked with an asterisk symbol (*) are mandatory.
- If you need to leave this intake and complete later, click on the ”Save link to continue later” link at the bottom of the page. Your data and entries will be saved and a link will be emailed to you to continue this intake where you left off.
- Use the final review page at the end of this intake to verify all your entries and/or edit them, if needed.
Once you have your own Gavel Pro account, you can also send your client a link to this workflow as a client intake so they can enter their own data for you to generate the documents with.
Do you want to edit this questionnaire or the documents? Check out our Learning Center for tips on editing.
Last Gavel edits: 10/29/25
Which documents do you wish to generate?
Checkboxes:
- Amendment to Trust
- Codicil to Will
- Revocation of Durable Power of Attorney and Notice of Revocation of Durable Power of Attorney
- Revocation of Advance Health Care Directive
- Instructions to create a Revocation of Will document
- Instructions to create an Amendment and Restatement of Trust document
- Instructions to create a Revocation of Trust document