San Joaquin — Trust Documents Cover Sheet Confidential

Source: https://www.sjcourts.org/sites/default/files/forms/2026-02/SJPR100-Trust-Documents-Cover-Sheet-Confidential.pdf

ATTORNEY OR PARTY WITHOUT ATTORNEY (Name, State Bar Number and Address): FOR COURT USE ONLY

TELEPHONE NO: FAX NO. (Optional): E-MAIL ADDRESS (Optional): ATTORNEY FOR (Name): SUPERIOR COURT OF CALIFORNIA, COUNTY OF SAN JOAQUIN STREET ADDRESS: 315 W. ELM STREET MAILING ADDRESS: 315 W. ELM STREET CITY AND ZIP CODE: LODI, CA 95240 BRANCH OF NAME: LODI IN THE MATTER OF (Name): CASE NUMBER:

HEARING DATE:
CONFIDENTIAL TRUST DOCUMENTS
COVERSHEET Local Rule 4-202 DEPT: TIME:

NOTICE TO PETITIONER

Where a trust is a beneficiary of a decedent’s estate and the proposed personal representative is also trustee of the trust, you must file a true and correct copy of the trust, including any amendments, disclaimers, and any directions or instructions to the trustee that affect the disposition of the trust. The documents will be a confidential filing that shall not be released to any party absent a prior order to the court.

PLEASE NOTE ONLY COPIES OF TRUST DOCUMENTS AND NOT ORIGINALS SHOULD BE ATTACHED TO THIS FORM. ANY DOCUMENTS ATTACHED TO THIS FORM WILL BE SHREDDED AND DESTROYED AFTER ELECTRONIC IMAGING.

1. Petitioner/proposed personal representative: Name: Telephone: Address:

2. Number of pages, including this cover sheet, being submitted:

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date: SIGNATURE (PETITIONER/PROPOSED PERSONAL REPRESENTATIVE)

TRUST DOCUMENTS COVER SHEET (CONFIDENTIAL)

Mandatory Page 1 of 1 SJPR-100 [01/2022]