Revocation of Living Trust - California

California · Fillable PDF · Free

Cancel a revocable living trust you created. An authorized settlor is considering revocation of a revocable trust under Probate Code Section 15401. Follow the trust's required method, including any exclusive procedure; notarization alone does not revoke a trust or transfer its assets.

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Who this form is for

  • Settlors discussing cancellation of their revocable California living trust with an attorney.
  • People reviewing the trust's revocation method and delivery requirements.
  • Authorized settlors arranging notarization after reviewing the estate-planning consequences.

What you'll need

  • The signed trust and amendments, exact name and date, settlor names and current trustee names.
  • Legal guidance about authority, any joint-trust restrictions, the required method and effective date.
  • A plan for asset transfers and trustee delivery, and acceptable identification for the signing settlors.

How to complete it

  1. Consult an attorney before cancelling the trust. Read its revocation section and confirm your authority, any exclusive procedure and joint-trust rules.
  2. Enter the trust, settlor and trustee details exactly and review the method and effective-date choices with your attorney.
  3. Plan the separate deeds, assignments and account changes needed to transfer assets out of the trust. Revocation does not retitle property by itself.
  4. Save and check the PDF in your own PDF app, then print and arrange notarization. Complete the required delivery, obtain trustee receipts as directed and retain the original with your estate-planning records.

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These forms are a free convenience, not legal advice. First Choice Mobile Notary & Apostille is not a law firm. Consult an attorney licensed in the relevant state for legal questions.

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