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Estate Planning and Will Drafting Sample Forms Page 2 of 3

Please note: Products purchased on this page are available in electronic format only.
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
5 Appx A Credit Shelter/QTIP Will for Husband and Wife with Adult Children (Sample) 

Microsoft Word/WordPerfect

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

Microsoft Word/WordPerfect

6 Appx A Revocable Trust with Grantor Acting as Sole Trustee 

Microsoft Word/WordPerfect

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

Microsoft Word/WordPerfect

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/WordPerfect

8 Appx Uniform Table of Distribution 

Microsoft Word/WordPerfect

9 Appx Irrevocable Unfunded Life Insurance Trust (Sample) 

Microsoft Word/WordPerfect

10 Appx A Retainer Letter for Matrimonial Cases Only including Statement of Client's Rights and Responsibilities) (Sample) 

Microsoft Word/WordPerfect

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

Microsoft Word/WordPerfect

 

 

 

 

 

 

 

 

 

 

 

 

 

 


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