Family Wealth Management

This guide contains information about estate planning and the tax ramifications of family wealth.

Searching for California Forms on Lexis

On Lexis Advance:

  • Construct a general search for the Main Search box (e.g., California Estate Forms)
  • Then use the left-hand column to filter your results (e.g., limit by form type or publication or practice area)

OR

  • Browse Topics to elect Estates, Gifts & Trusts
  • Limit to California under Jurisdictions
  • Select Forms as Content Type

 

On lexis.com:

  • Select Estates, Gifts, and Trusts (Under Area of Law -- By Topic)
  • Scroll down to Search Forms & Drafting Instructions (at the bottom of the left-hand column)
  • Click on Select by State and choose California
  • Select one or all of the sources listed.

Click on Search Selected and construct a search. If you need help, contact Research Services or call the Lexis attorneys (1-800-455-3947).

Searching for California Forms on Westlaw

On WestlawNext:

  • Click on Practice Areas (tab) > Estate Planning > Forms (Estate Planning Form Finder)
  • Select California as State

OR

  • Select State Materials (tab) > California > California Form Finder

Either path will get you to the same template, where you can enter your search terms (e.g., irrevocable trust), then narrow your search using the left-hand column of the page.

If you need help, contact Research Services or call the Westlaw attorneys (1-800-Westlaw).

Searching for California Forms in the Law Library Catalog

OSCAR Subject Searches

Decedents' Estates -- California -- Forms
Estate planning -- California -- Forms.
Inheritance and transfer tax -- California -- Forms.
Trusts and trustees -- California -- Forms.
Wills -- California -- Forms.
Forms (Law) -- California.

Tax Forms from the California Franchise Tax Board

From the California Franchise Tax Board home page, select Forms & Instructions.

Taxpayer Type is: Estates and Trusts.