California Revocable Living Trust + Pour-Over Will Mini Kit (3 Templates)

California Revocable Living Trust + Pour-Over Will Mini Kit (3 Templates)

The living-trust core: a California revocable living trust, a pour-over will, and a general assignment of personal property to the trust.

What's included

• Revocable Living Trust (13 pages): a single-settlor declaration of trust with incapacity and successor trustee provisions, Schedule A (trust property), Schedule B (community and separate property, with spousal consent), and a Certification of Trust (Probate Code §18100.5).
• Pour-Over Will (7 pages): a will that sends assets left in the signer's individual name into the living trust at death (Probate Code §6300), names an executor and a guardian for minor children, and includes the witnesses' declaration under penalty of perjury. A pour-over will does not by itself avoid probate.
• General Assignment to Trust (7 pages): assigns household goods, personal effects and other listed personal property to the revocable living trust, with trustee acceptance, spousal consent for community property, and a schedule of assets (trust funding; Probate Code §15200).

Each document starts on its own page with plain-English completion notes, followed by the blank form. Where California law supplies a form, the statutory wording is reproduced verbatim.

Signing requirements (California)

• Revocable Living Trust: signed by the settlor as settlor and trustee; a notary is recommended, and the Certification of Trust is signed as an acknowledged declaration before a notary.
• Pour-Over Will: sign in front of two witnesses who are present at the same time (Probate Code §6110); use witnesses who receive nothing under the will; no notary is required.
• General Assignment to Trust: signed by the owner and accepted by the trustee; a notary is optional and recommended.

File formats

Editable Word (.docx) and print-ready PDF (US Letter) for every document, delivered as a ZIP digital download. Nothing is shipped.

Legal research last verified September 29, 2026.

This is a fill-in template, not legal advice. Laws change; check your state's current requirements before signing.

Licensed to the original purchaser for personal use only; not for resale or redistribution.

Some content in this template was drafted with the help of AI tools and reviewed before listing.