NYSBA

Estate Planning and Will Drafting Sample Forms Page 1 of 3

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No product will be shipped. To access your purchase, please go to myNYSBA and click on Purchases and Downloads.

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

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Form #         Name Format

1 Appx A

Confidential Information Form 

Microsoft Word/WordPerfect

1 Appx B

Asset Form 

Microsoft Word/WordPerfect

1 Appx C

Estate Planning Checklists 

Microsoft Word/WordPerfect

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

Microsoft Word/WordPerfect

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

Microsoft Word/WordPerfect

4 Appx C Will for Individual with Spouse, Adult Children and over $1.5 million in Assets (Sample) 

Microsoft Word/WordPerfect

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

Microsoft Word/WordPerfect

4 Appx E Will for Individual with Spouse or Children and less than $1.5 million in Assets (Sample) 

Microsoft Word/WordPerfect

4 Appx F Estate Planning Questionnaire for Single Individuals 

Microsoft Word/WordPerfect

4 Appx G Estate Planning Questionnaire for Married Couples 

Microsoft Word/WordPerfect

 

 

 

 

 

 

 

 

 

 

 

 




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