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Creating a Handwritten Living Trust in California When you make a living trust that can manage your assets during your lifetime and afterward, the law calls you the ?settlor.? Whether your living trust is typed or handwritten, you, as the settlor, must sign the document.
Creating a living trust in California is not terribly difficult, but it takes some planning. You might find it helpful to work with a financial advisor or another professional when drafting up your living trust. However, you can also download the forms online and then take them to a notary public yourself.
At death, a copy of the trust generally suffices for all parties in place of the original. Generally a court is not involved in administering a trust. But safeguarding the original copy of your living trust should be the goal. The safest place, though inconvenient, is in a San Diego bank or credit union.
Living trusts in California You can choose anyone as trustee and can even be trustee yourself, but you will need a successor trustee to manage the process after you die.
In California, there are three steps to getting a copy of a trust document: Make a written demand for a copy of the Trust and its amendments, if any; Wait 60 days; and. If you do not receive a copy of the Trust within 60 days of making your written demand, file a petition with the probate court.