Legal Question in Wills and Trusts in California

Re: which forms are needed

You should contact the attorney who set the trust up for you, generally they can draft such letters or have access to the county forms needed to make the transfer.

That being said...Real property transfers generally are done through the county recorders office using a specific form, I am a little surprised that your attorney did not assist you with this. To transfer your annuities, and bank accounts you would want to speak to your bank/annuity company. Generally they just need a letter and a copy of a portion of the trust (sometimes not even this). I am a little concerned that you are transferring motor vehicles, since most people do not choose to put their primary vehicles in the trust (too many complications).

Since it sounds like you have a decent sized estate, I would reiterate that you should speak to the attorney's office who created the trust (or another attorney). If you are attempting to create a trust on your own, I would seriously discourage you if you have the kinds of assets that you are describing. The media and internet have done a great disservice trying to convince everyone that they should be doing their own estate planning. People of limited means and small estates can generally get by with pre-created or form trusts/wills, and I often recommend them to do so. However, if you own real property, annuities and boats, you need an attorney. Generally if you don't pay an attorney a small fee of a couple thousand now, your family will be paying a lot more later in probate, estate tax and litigation expenses.