transfer of estate planning 2017-12-20آ  transfer of estate planning documents. 1) attorney name:...

Download Transfer of Estate Planning 2017-12-20آ  Transfer of Estate Planning Documents. 1) Attorney Name: ATTORNEY

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  • ARCREstateDoc1217

    FOR OFFICIAL STATE BAR USE ONLY

    THE STATE BAR OF CALIFORNIA Attorney Regulation & Consumer Resources 180 Howard Street · San Francisco, CA 94105-1617 (888) 800-3400 · AttorneyRegulation@calbar.ca.gov

    Transfer of Estate Planning Documents

    1)

    Attorney Name: ATTORNEY INFORMATION

    Retired Other:

    2) DISPOSITION OF RECORDS

    I hereby notify the State Bar of California that the above named attorney is no longer practicing law in the field of Estate Planning and has transferred documents to:

    Attorney Named Below

    OR

    Clerk of the Superior Court of the County of the Depositor’s last known domicile

    Specify County(ies):

    Signature: Date:

    E-mail: Phone:

    3) DECLARATION OF RECEIPT

    I hereby notify the State Bar of California that I have accepted custody of the Estate Planning documents of the above named attorney. I agree that the State Bar may release this information to the public upon request.

    Signature: Date:

    Attorney Name: State Bar Number:

    4) SUBMISSION INFORMATION

    Attach List of Depositors (clients who have deposited estate planning with the attorney). The list must include the client’s name and last known address.

    FAX TO:

    (415) 538-2576 OR

    MAIL TO:

    The State Bar of California Attorney Regulation & Consumer Resources 180 Howard Street San Francisco, CA 94105-1617

    State Bar Number:

    Status: Deceased

    mailto:attorneyregulation@calbar.ca.gov

    Transfer of Estate Planning Documents THE STATE BAR OF CALIFORNIA 1)ATTORNEY INFORMATION Status:

    2)DISPOSITION OF RECORDS 3)DECLARATION OF RECEIPT 4)SUBMISSION INFORMATION FAX TO: MAIL TO:

    State Bar Number: Attorney Name: Date: Phone Number: Check here if Attorney is Deceased: Off Check here if attorney is Retired: Off Check here if attorney is neither Deceased nor Retired: Off Please list "other" status here: Check here if documents have been transferred to another Attorney: Off Check here if documents were transferred to the Superior Court County Clerk: Off Specify County(ies): Please print document and sign here: E-mail: Please print document and have new Attorney or Superior Court County Clerk sign here: Date signed: Attorney Name: State Bar Number:

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