CA CLS Estate Planning Practice Questions - California Certified Legal Specialist - Estate Planning, Trust & Probate Law Exam - CA CLS Estate Planning Practice Questions - California Certified Legal Specialist - Estate Planning, Trust & Probate Law Exam

Question 1

Under California Probate Code §6110, what are the minimum execution requirements for an attested will?

Signed by the testator, notarized, and recorded with the county Signed by the testator (or another in testator's presence at testator's direction) and witnessed by at least two persons present at the same time who saw the signing or acknowledgment Signed by the testator and three witnesses, one of whom must be an attorney In writing, signed by the testator, and witnessed by one disinterested witness

Correct Answer:

Signed by the testator (or another in testator's presence at testator's direction) and witnessed by at least two persons present at the same time who saw the signing or acknowledgment

Question 2

Hilda dies intestate in California, survived by her spouse and one adult child from the marriage. She owned $400,000 of community property and $300,000 of separate property. Under PC §§6401-6402, how is her separate property distributed?

The surviving spouse takes all separate property The surviving spouse takes one-half and the child takes one-half The surviving spouse takes one-third and the child takes two-thirds The child takes all separate property

Correct Answer:

The surviving spouse takes one-half and the child takes one-half

Question 3

Under California Probate Code §6111, a holographic will must:

Be signed by the testator and two witnesses Have the signature and material provisions in the testator's handwriting Be entirely in the testator's handwriting including the date Be notarized to be valid

Correct Answer:

Have the signature and material provisions in the testator's handwriting

Question 4

Margaret executes a will leaving her estate to her two children. Five years later, she physically tears the will in half with intent to revoke it. Under PC §6120, the will is:

Still valid because she did not execute a new will Revoked by physical act Revoked only if witnessed by two persons at the time of destruction Revoked only as to the persons present when she tore it

Correct Answer:

Revoked by physical act

Question 5

A will contestant alleges undue influence. Under California's PC §86 and Bernard v. Foley (2006), what is the primary effect of a 'care custodian' designation as beneficiary?

The bequest is automatically void A presumption of fraud or undue influence arises under PC §21380 The contestant must prove undue influence by clear and convincing evidence The bequest is reduced to a statutory share

Correct Answer:

A presumption of fraud or undue influence arises under PC §21380

Question 1

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Prepare with the CA CLS Estate Planning Practice Questions - California Certified Legal Specialist - Estate Planning, Trust & Probate Law Exam practice quiz. This question bank includes 100 questions covering trust, property, decedent, spouse, and estate. Use it to review important concepts, identify knowledge gaps, and build confidence for the related exam, course, or assessment.

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CA CLS Estate Planning Practice Questions - California Certified Legal Specialist - Estate Planning, Trust & Probate Law Exam

This practice set contains 100 questions from the matching question bank and focuses on trust, property, decedent, spouse, and estate. Work through each question carefully, review the provided solutions, and revisit topics that need more study before your next attempt.

This is an independent study resource intended for practice and review; it is not an official examination or an endorsement by any organization named in the title.

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CA CLS Estate Planning Practice Questions - California Certified Legal Specialist - Estate Planning, Trust & Probate Law Exam

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