Resources & Downloads
Practical tools for every step
Estate Planning & Trust Administration Resources
These resources from Jennifer Shelton, A Professional Law Corporation, are designed to help clients prepare, stay informed, and follow best practices for estate planning, trust administration, and probate in Siskiyou County and across Northern California. Use the downloadable PDFs and trusted links below to guide your planning.
Planning for peace of mind
Estate Planning Tools & Downloads
Estate planning ensures your loved ones and assets are protected according to your wishes. The following PDFs and guides help you prepare key documents and organize information before your planning session.
Available Downloads
Baby Steps – Estate Planning Overview (PDF)
A short guide explaining why every family should have an estate plan and which four documents are essential.
Family Wealth Inventory & Assessment (Couples PDF)
Complete this worksheet before your Family Wealth Planning Session to ensure nothing is overlooked.
Family Wealth Inventory & Assessment (Individual PDF)
If you’re planning individually, use this version to prepare your information and make your session more efficient.
Organize, prepare, and plan
Support when it matters most
Trust Administration Guides
For trustees handling the estate of a loved one, these checklists and documents outline your duties and provide a clear roadmap under California law. They’re helpful starting points for trust administration — not substitutes for legal advice.
Downloadable Guides
Trust Administration Checklist (PDF)
Step-by-step list of tasks for successor trustees.
Trustees’ Duties to Beneficiaries (PDF)
Overview of communication and reporting obligations under California Probate Code.
Trustees’ General Duties (PDF)
Summary of fiduciary responsibilities and prudent management expectations.
California Probate Code – Trust Administration Statutes
Read Probate Code 16000 et seq. for official trustee obligations.
Practical guidance for trustees
Local and legal connections
Community & Court Links
These trusted local resources support individuals and families managing estate matters, business filings, and legal research throughout Siskiyou County and Northern California.
Local & Statewide Links
Probate filing information and local court details.
Siskiyou County Bar Association
Professional legal network and referral source.
Mt. Shasta Chamber of Commerce
Regional business and community organization.
California Statewide Probate Forms
Official court forms and filings.
Trusted links for local guidance
Disclaimer
All resources, PDFs, and external links are provided for educational purposes only and do not constitute legal advice. Accessing these materials does not create an attorney, client relationship with Jennifer Shelton, Professional Law Corporation.
Next Steps
Get Your Estate Plan in Place
The right estate plan brings clarity and peace of mind—for you and for the people you care about. Use the resources on this page, including our Family Wealth Inventory and Assessment, to begin organizing your assets and outlining your wishes. Whether you need to create a will, establish a trust, or update existing documents, Jennifer Shelton, A Professional Law Corporation can help you turn your plans into clear, legally sound documents that reflect your goals.