transfer of estate planning 2017-12-20آ transfer of estate planning documents. 1) attorney name:...
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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
Attorney Name: ATTORNEY INFORMATION
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
Clerk of the Superior Court of the County of the Depositor’s last known domicile
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.
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.
(415) 538-2576 OR
The State Bar of California Attorney Regulation & Consumer Resources 180 Howard Street San Francisco, CA 94105-1617
State Bar Number:
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: