Meet Practitioner™ for Trusts & Estates

How California Trusts & Estates attorneys create better work product in a fraction of the time.

Workflows & Practical Resources Designed Specifically for Trusts & Estates:

Work with greater speed and confidence with practical resources designed and assembled to mirror the way you practice law as a California Trusts & Estates attorney.

A full case broken down into manageable blocks.
Each block broken down into discrete tasks.
Each task broken down into practical guidance.

Standard Trusts & Estates Documents:

Avoid common pitfalls of Trusts & Estates document drafting and easily adapt the end product to your needs, all with in-line guidance. Examples of standard documents include:

Letters to clients
Reports for the court
Petitions, Applications, & Proposed Orders
Fee Agreements

Trusts & Estates-Specific How-To Guides:

Confidently practice in California courts with procedural step-by-step guidance to finalize and file end work product.  

Probate court-specific how-to guides
County-specific how-to guides
In-line Caution, Practice Notes, Examples, and Judge’s perspectives

Practical Tools + Secondary Sources

Keep all the Trusts & Estates Secondary Sources you love, trust, and rely on, and add practical resources that were designed to help you and your team create quality work product in a fraction of the time.

Currently Available Trusts & Estates Workflows:

New workflows and practical resources are added regularly.

Estate Planning: Single Person Trusts
Estate Planning: Married Persons Trusts
Probate Administration
Requesting Allocation of Debts Between Surviving Spouse and Estate or Trust
Quieting Title to Property Under Probate Code Section 850
Recovery of Property by the Estate Representative or Trustee Using Probate Code 850
Forcing the Fiduciary to Account
Asserting a Claim as an Omitted Spouse or Child
Contesting a Will or Trust
Post Death Trust Administration
Administration of Trust During Life of Settlor-Beneficiary

+ CEB’s Trusts & Estates Secondary Source Library:

Access over 40 trusted titles covering:

Estate Planning
Probate Administration
Trust Administration
Trust & Probate Litigation
Elder Law
Family Law
Guardianships & Conservatorships
Real Property
Special Needs Trusts
Business Entities
Law Practice Management

Practical Resources:

Inside each category, and inside each Workflow, you will find the right tool for the task.

These are some examples of tools for Probate Administration:

Searching Secondary Sources:

Use plain language to search for answers. Then narrow your search results by title, practice area, and resource type.

Practical Tools + Primary Law

Keep all the Secondary Sources you love, trust, and rely on, and add practical resources that were designed to help you and your team create quality work product in a fraction of the time.

Find The Best Case Faster

When you need to find the right case, find it faster with extensive filters and our best-in-class case citator, TrueCite™. Confidently cite the case knowing you’re citing good law.

Never Lose Your Spot

With Preview Panes, you can review the cases or statues cited in a case, secondary source, or practical resource without loosing your spot. Decide if it’s relevant before opening it in it’s own browser tab, keeping it at the bottom of your window to come back, or closing it and moving on.