Workflows & Practical Resources Designed Specifically for Trusts & Estates:
Work with greater speed and confidence with practical resources designed and assembled to mirror the way you practice law as a California Trusts & Estates attorney.
- A full case broken down into manageable blocks.
- Each block broken down into discrete tasks.
- Each task broken down into practical guidance.
Standard Trusts & Estates Documents:
Avoid common pitfalls of Trusts & Estates document drafting and easily adapt the end product to your needs, all with in-line guidance. Examples of standard documents include:
- Letters to clients
- Reports for the court
- Petitions, Applications, & Proposed Orders
- Fee Agreements
Trusts & Estates-Specific How-To Guides:
Confidently practice in California courts with procedural step-by-step guidance to finalize and file end work product.
- Probate court-specific how-to guides
- County-specific how-to guides
- In-line Caution, Practice Notes, Examples, and Judge’s perspectives
Practical Tools + Secondary Sources
Keep all the Trusts & Estates Secondary Sources you love, trust, and rely on, and add practical resources that were designed to help you and your team create quality work product in a fraction of the time.
Currently Available Trusts & Estates Workflows:
New workflows and practical resources are added regularly.
- Estate Planning: Single Person Trusts
- Estate Planning: Married Persons Trusts
- Probate Administration
- Requesting Allocation of Debts Between Surviving Spouse and Estate or Trust
- Quieting Title to Property Under Probate Code Section 850
- Recovery of Property by the Estate Representative or Trustee Using Probate Code 850
- Forcing the Fiduciary to Account
- Asserting a Claim as an Omitted Spouse or Child
- Contesting a Will or Trust
- Post Death Trust Administration
- Administration of Trust During Life of Settlor-Beneficiary
+ CEB’s Trusts & Estates Secondary Source Library:
Access over 40 trusted titles covering:
- Estate Planning
- Probate Administration
- Trust Administration
- Trust & Probate Litigation
- Elder Law
- Family Law
- Guardianships & Conservatorships
- Real Property
- Special Needs Trusts
- Business Entities
- Law Practice Management
Practical Resources:
Inside each category, and inside each Workflow, you will find the right tool for the task.
These are some examples of tools for Probate Administration:
Searching Secondary Sources:
Use plain language to search for answers. Then narrow your search results by title, practice area, and resource type.
Practical Tools + Primary Law
Keep all the Secondary Sources you love, trust, and rely on, and add practical resources that were designed to help you and your team create quality work product in a fraction of the time.
Find The Best Case Faster
When you need to find the right case, find it faster with extensive filters and our best-in-class case citator, TrueCite™. Confidently cite the case knowing you’re citing good law.
Never Lose Your Spot
With Preview Panes, you can review the cases or statues cited in a case, secondary source, or practical resource without loosing your spot. Decide if it’s relevant before opening it in it’s own browser tab, keeping it at the bottom of your window to come back, or closing it and moving on.
Need help deciding?
1 (800) 232-3444
Mon-Fri 7:30am-5:00pm (PST)