Solo & Small Forms Library

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