Automated California Estate Planning Documents

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:

1. Sign up for a Gavel free trial
2. Select a monthly or annual “Gavel Pro” subscription in your billing settings
3. Add a payment method to your account to purchase the subscription

Request the forms you’d like added to your account above.

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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.

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See gavel.io/security for more details.