Useful links and downloads to aid in your duties as a fiduciary or probate attorney. Contact Jonathan Brooks with any questions or special requests.
Letters to Assessors 2021/007, Proposition 19 Forms
Recent Laws and Legal Cases (2017)
Complete List of California Government Services
(Assessor, Recorder, Tax Collector and Superior Courts)
California Resources
Understanding Property Tax Treatment of Trusts, California Trusts and Estates Quarterly
California Legislation 2015 Affecting Probate Estates, Trusts, Guardianships and Conservatorships by James R. Birnberg, Esq. (published with his consent)
California Controller’s Unclaimed Property Main Page
California Probate Referees Association
California State Bar Association
California State Bar Lawyer Referral Service
California State Board of Equalization Data Portal
California State Board of Equalization Proposed Changes to Property Tax Annotations
Professional Fiduciaries Bureau
State and Local Bar Associations
Los Angeles Area Resources
Legal Aid Foundation of Los Angeles
Los Angeles County Registrar-Recorder/County Clerk
Los Angeles County Assessor’s Office
National Resources
Download Documents
Looking for forms and documents needed in your Probate and Estate work? Download Grant Deeds, Quit Claims, Power of Attorney and more. Or simply contact Jonathan Brooks to discuss your needs.
Sample Pleadings
We can provide you with sample pleadings upon request. Contact Jonathan Brooks to discuss your needs for:
- Order for Preliminary Distribution
- Petition for Order to Borrow
- Preliminary Distribution
- Waiver of Accounting
Forms and Checklists
- Download Affidavit Community Prop
- Affidavit Death of Joint Tenant
- Affidavit for Beneficial Interest
- Download Affidavit For Deed In Lieu
- Affidavit of Death – Life Estate
- Old Republic Title
- Power of Attorney – General
- Probate Counter Offer
- Tax and Noticing Affidavit for Personal Rep
- Tax and Noticing Affidavit for Trustee
