Law Office of Eric Holk

Certified Specialist in Estate Planning, Trust & Probate Law
The State Bar of California Board of Legal Specialization

Here you'll find a variety of information written by Eric over the years during which he has been practicing. Please be aware that all documents were produced in the past, which means that the law might have changed since they were written. It is essential that you contact an estate planning professional before you act on any specific advice in these documents.

We provide some of these documents in the Adobe PDF format. If you have not already done so, you can download a program to read this file type for free at Adobe's website.

PDFs:

Steps in preparing for estate planning

A brief guide to help you get organized before you visit an estate planning specialist.

Here are a few things that we've put up. There will be more coming soon, so please check back.

• What To Do When A Loved One Dies
• The Talk You Must Have With Your Parents
• Duties of a Surviving Spouse Trustee
• Duties of a Successor Trustee Following the Death of the Settlor/Trustee
• Checklist for Existing Revocable Living Trusts
• Forms of Co-ownership Property Titling
• Probate and the Avoidance Thereof
• Naming Guardians for Minor Children
• The Irrevocable Life Insurance Trust
• Identity Theft
• Why Holographic Wills Are A Bad Idea
• Gifting & The Gift Tax
• Primary Responsibilities of The Executor
• Executors & Trustees
• Estate Planning Checkup
• Information Required for a Death Certificate
• Advanced Health Care Directives

60 Garden Court Suite 205
Monterey, CA 93940
ph: 831-622-8808
fax: 831-655-3660
office@trusts-etc.com

Information is copyrighted by Eric N. Holk, 2010.