Stanislaus — Transfer of Estate Planning Documents

Source: https://www.stanislaus.courts.ca.gov/system/files/msc_transfer-estate-planning_r.pdf

FOR OFFICIAL STATE BAR USE ONLY THE STATE BAR OF CALIFORNIA Member Services Center 180 Howard Street · San Francisco, CA 94105-1617 (888) 800-3400 · msc@calbar.ca.gov

Transfer of Estate Planning Documents

1. MEMBER INFORMATION

   Member Number: Member Name:

   Status: Deceased 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:

   Member Name: Member 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: MAIL TO:
   (415) 538-2576 OR The State Bar of California
   Member Services Center
   180 Howard Street
   San Francisco, CA 94105-1617

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