Estate Planning Library

Intake Forms

Forms included:

• Family Questionnaire
• Asset Questionnaire
• Engagement Letter for Individual
• Engagement Letter for Couple
• Additional Terms and Conditions of Client Employment
• Privacy Notice

Master Will Forms

Forms included:

• Master Will Worksheet
• Master Will

Pour Over Will Forms

Forms included:

• Pour Over Will Worksheet
• Pour Over Will

Single Person Inter Vivos Trust Forms

Forms included:

• Joint Trust Worksheet
• Joint Trust
• Schedule A

Joint Trust Forms

Forms included:

• Joint Trust Worksheet
• Joint Trust
• Schedule A

Power of Attorney Forms

Forms included:

• General Durable Power of Attorney and Health Care Power of Attorney Worksheet
• Durable General Power of Attorney

Pre-Marital and Post-Marital Forms

Forms included:

• Pre-Marital Agreement Worksheet
• Pre-Marital Agreement
• Schedule A
• Post-Marital Agreement Worksheet
• Post-Marital Agreement
• Schedule A
• Memorandum of Agreement

Will with Testamentary Trust for Young Children Forms

Forms included:

• Will with Testamentary Trust for Young Children Worksheet
• Will with Testamentary Trust for Young Children

Inter Vivos Trust for Single Parent with Young Children Forms

Forms included:

• Inter Vivos Trust for Single Parent with Young Children Worksheet
• Inter Vivos Trust for Single Parent with Young Children
• Schedule A

Child's Educational Trust and Minor's Trust Forms

Forms included:

• Child’s Educational Trust with Withdrawal Rights Worksheet
• Child’s Educational Trust with Withdrawal Rights
• Schedule A
• Minor’s Trust—Internal Revenue Code Section 2503(c) Trust Worksheet
• Minor’s Trust—Internal Revenue Code Section 2503(c) Trust
• Schedule A

Will and Trust Forms for Handicapped Child or Person

Forms included:

• Will with Testamentary Trust for Couple with Handicapped Child/Person Worksheet
• Will with Testamentary Trust for Couple with Handicapped Child/Person
• Inter Vivos Trust for Handicapped Child or Person/Special Needs Trust/Supplemental Care Trust Worksheet;
• Inter Vivos Trust for Handicapped Child or Person/Special Needs Trust/Supplemental Care Trust
• Schedule A

Qualifying Income Forms

Forms included:

• Qualifying Income Trust Worksheet
• Qualifying Income Trust
• Schedule A

Spendthrift Trust Forms

Forms included:

• Spendthrift Trust Worksheet
• Spendthrift Trust
• Schedule A

Irrevocable Life Insurance Trust Forms

Forms included:

• Irrevocable Life Insurance Trust Worksheet
• Irrevocable Life Insurance Trust
• Schedule A

Marital and Credit Shelter Trust Forms

Forms included:

• Marital and Credit Shelter Trust Worksheet
• Marital and Credit Shelter Trust
• Schedule A