NYSBA

Estate Planning and Will Drafting Forms

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These estate planning and will drafting forms, used by experienced practitioners in their daily practice, are now available for purchase online and are downloadable for instant use. These forms are included in the Estate Planning and Will Drafting in New York book and can also be purchased on CD (Estate Planning and Will Drafting in New York).

IMPORTANT: Several documents in this collection are identified as “SAMPLES” (e.g., the various types of wills). As such, they include details of specific fact patterns and fictitious data. Samples, like generic forms, must be reviewed and evaluated very carefully and modified based upon the particular situation where they are being applied.

Purchase this package of Estate Planning and Will Drafting Forms

#  This form is new or has been changed since the prior edition.

View Sample Forms 

Form #         Name Format

1 Appx A

Confidential Information Form

Microsoft Word

1 Appx B

Asset Form

Microsoft Word

1 Appx C

Estate Planning Checklists

Microsoft Word
4 Appx A Pourover Will (Will pours over into revocable trust, with alternate disposition) (Sample)

Microsoft Word
4 Appx B Will (spouse with minor children - no tax issues)(Sample)

Microsoft Word
4 Appx C Will with Provisions for Miscellaneous Gifts(Sample)

Microsoft Word
4 Appx D Will for Married Person with Minor Children and No Anticipated Federal Estate Tax (Sample)

Microsoft Word
4 Appx E Will for Individual with no Spouse or Children and less than $1.5 million in Assets (Sample)

Microsoft Word
4 Appx F Estate Planning Questionnaire for Single Individuals

Microsoft Word
4 Appx G Estate Planning Questionnaire for Married Couples

Microsoft Word
5 Appx A Credit Shelter/QTIP Will for Husband and Wife with Adult Children (Sample)

Microsoft Word
5 Appx B Disclaimer Will for Husband and Wife with Adult Children (Sample)

Microsoft Word
6 Appx A Revocable Trust with Grantor Acting as Sole Trustee (Sample)

Microsoft Word
6 Appx B Revocable Trust with Grantor Acting as Sole Trustee (Alternate Version) (Sample)

Microsoft Word
6 Appx C HIPAA Authorization to Allow Trustee's Doctor to Give Information to Facilitate Change of Trustee (Authorization for the Release of Health Information) (Sample)

Microsoft Word
# 8 Appx Uniform Table of Distribution

Microsoft Word
9 Appx Irrevocable Unfunded Life Insurance Trust (Sample)

Microsoft Word
10 Appx A Retainer Letter (For Matrimonial Cases only including Statement of Client's Rights and Responsibilities (Sample)

Microsoft Word
10 Appx B Prenuptial Agreement (Both Parties Financially Independent, including Alternative and Additional Clauses) (Sample)

Microsoft Word
10 Appx C Divorce Agreement (Sample)

Microsoft Word
10 Appx D Separation Agreement, including Memorandum of Separation Agreement (Merged)

Microsoft Word
10 Appx E Cohabitation Agreement Tailored to Specific Facts (Sample)

Microsoft Word
11 Appx A-1

Power of Attorney Information Sheet

Microsoft Word
11 Appx A-2

Durable General Power of Attorney, New York Statutory Short Form

Microsoft Word
11 Appx A-3

Suggested Modifications to Statutory Short Form Power of Attorney

Microsoft Word
11 Appx A-4 Durable General Power of Attorney New York Statutory Gifts Rider Authorization to Make Major Gifts or Other Transfers

Microsoft Word
11 Appx A-5

Suggested Modifications to Statutory Short Form Power of Attorney: New York Statutory Gifts Rider

Microsoft Word
11 Appx B-1 Health Care Proxy

Microsoft Word
11 Appx B-2 Living Will

Microsoft Word
11 Appx B-3 Living Will and Health Care Proxy

Microsoft Word
# 11 Appx C 2011 Medicaid Regional Rages for Calculating Nursing Home Ineligibility following Asset Transfers

Microsoft Word
# 13 Appx A Disclosure Concerning Attorney/Executor (Acknowledgement of Disclosure)

Microsoft Word
# 13 Appx B Disclosure Concerning Attorney/Executor-Trustee (Acknowledgement of Disclosure)

Microsoft Word
# 13 Appx C Estate Planning Engagement Letter Involving Dual Representation.

Microsoft Word
# 13 Appx D Estate Administration Engagement Letter Involving dual Representation (Sample)

Microsoft Word