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

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: