Step 7 – In Article 4, Section C, Part (iii), use the first entry field to enter the name of the person with authorization to request an accounting for the funds provided to the Pet Caretaker. If funding is to be provided, enter the dollar amount as well as the length of time (months or years) in which the Pet Caretaker must take possession of the pet(s) and provide the necessary care before fundings are rescinded. Step 6 – In Article 4, Section C, Part (ii), specify whether or not there is to be funding given to the Pet Caretaker for the purpose or providing adequate care for the Grantor's pet(s). In the remaining two entry fields, enter the name and address of an alternate Pet Caretaker. Step 5 – In the first two entry fields available in Article 4, Section C, provide the name and address of the Pet Caretaker the Pet Caretaker will possess rights to the Grantor's pet(s) upon death or incompetency of the Grantor.

Step 4 – In Article 4, Section B, indicate who is to receive the Grantor's tangible assets select either 'The Beneficiaries' or, to specify an alternate person, select the second option and enter that person's name and last four (4) digits of SSN/Tax ID #. Step 3 – In Article 4, Section A (continued on page three (3)), name the individual(s) or organization(s) chosen by the Grantor to benefit from specific assets (describe the assets). Is the trust an amendment to a prior living trust?.Step 2 – On the first page of the California living trust form, specify the following details: Step 1 –Start by downloading the form in your preferred format (Adobe PDF, Microsoft Word, Open Document Text). Regardless of the type of trust created, all items in the trust are not subject to probate and will be transferred to the Beneficiaries immediately after the Grantor's death. An Irrevocable trust can benefit the Grantor in other ways, such as protecting the Grantor from estate tax and creditors. The assets designated to the trust may be managed by the Grantor only if the Grantor chooses to act as Trustee (person responsible for maintaining the trust), however, this option is only available with a Revocable trust. The California revocable living trustis a document that allows a Grantor to specify how their assets and property should be managed during their lifetime and after their death.

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