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Generate error-free California estate planning packages faster than ever. No setup required. One questionnaire generates your entire document set, harnessing smart automation and legal expertise to save countless hours.
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Interactive template to help protect and manage your digital assets after your death or incapacity.
Interactive document that outlines, among other things, necessary conflict waivers related to dual representation when representing clients in their estate planning.
Interactive workflow for drafting a complete estate plan for a married couple, which includes a revocable living trust for a couple (with instructions on what happens when one spouse predeceases another and an "optional disclaimer" trust for the surviving spouse), documents to transfer assets to that trust, health care directives, financial directives and instructions for other assets such as retirement accounts.
Interactive workflow for drafting a complete estate plan for an individual; includes an estate planning package for an individual with a Revocable Living Trust, Will, Healthcare Directive, DPOA, TPP, Grant Deed, and Instructions for Beneficiaries.
Interactive templates for drafting an estate plan without a trust, which includes a will, health care directives, financial directives and instructions for other assets such as retirement accounts.
Interactive templates for when you need to amend, revoke or restate your estate planning documents.
Interactive template that ensures funds are available and certain measures taken to caretake for pets once the owner is deceased. Essentially, estate planning for your pet.
Interactive document executed by parents to give another adult temporary authority to care for their child.
Not necessarily estate planning, but, interactive template for when decedent has an estate that is valued under a certain amount and that person did not have any estate planning. Per California CourtsSelf-Help Guide, that amount can change from year to year.
You can test the forms' functionality for free above by clicking "Try the Workflow." To get the forms added to your account, you must have an active Gavel Pro or Scale subscription or a Gavel Pro trial.
This means:
Request the forms you’d like added to your account above.
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Great news! If you don't have a Pro or Scale account, upgrade here before requesting access to your desired forms.
These forms were beautifully built so that you can use them from day one. We suggest keeping these forms as they are to ensure the best functionality. Changes may disrupt their carefully structured functionality.
If you'd like best practices for customizing them, please refer to our Learning Center article on Editing No-Setup Forms.
You can read how these forms work in our Learning Center.
We got the ball rolling with legal forms for California and are in the process of expanding our library of automated legal forms to include more jurisdictions and practice areas.
We currently have No-Setup Automated Forms for Probate, Estate Planning, and Family Law in the state of California.
Yes, we are building workflows in more practice areas and jurisdictions on a rolling basis. You can request the templates you want here.
In the meantime, you can automate any form with Gavel yourself with a little bit of setup. Use our AI tool, Blueprint, to quickly upload and automate a set of documents that is not on our list.
Great question! The beauty of Gavel’s No-Setup Automated Forms is that you can fill out a whole set of documents with one user-friendly questionnaire. With Gavel, you avoid having to fill them out one by one, field by field. Just answer the questions and grab your documents. You can test these forms as many times as you want in our form library.
Security is our primary concern given that we serve primarily legal customers. All customers are set up on segregated encrypted databases. All data centers are managed in accordance with leading data security standards, including SOC 1 - 3, PCI DSS Level 1, and ISO 9001 / ISO 27001. Gavel regularly undergoes third party security and penetration testing and is compliant with local privacy laws and regulations.
See gavel.io/security for more details.
