For Attorneys

Attorney Forms & Information

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Attorney Login

This is a secured site containing downloadable access to a complete Attorney Packet that provides all the documentation and forms necessary to join the PLAN of California Master Pooled Trust. The packet includes detailed information on Proxy Parent Foundation as Trustee, Attorney Guidelines, Joinder Agreements for both First and Third Party Trusts and a copy of the Master Trust.

This site can only be accessed by a person with a PASSWORD.

To obtain a password, please call (714) 997-3310 or email Bruce Lewitt at lewittb@proxyparentfoundation.org