Estate Planning and Will Drafting Forms (Downloadable)

Purchase this package of Estate Planning and Will Drafting Forms
#  This form is new or has been changed since the prior edition.
Please click on the links below to view samples of the forms

Form #         NameFormat

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 APourover Will (Will pours over into revocable trust, with alternate disposition) (Sample)

Microsoft Word

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

Microsoft Word

4 Appx CWill with Provisions for Miscellaneous Gifts(Sample)

Microsoft Word

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

Microsoft Word

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

Microsoft Word

4 Appx FEstate Planning Questionnaire for Single Individuals

Microsoft Word

4 Appx GEstate Planning Questionnaire for Married Couples

Microsoft Word

5 Appx ACredit Shelter/QTIP Will for Husband and Wife with Adult Children (Sample)

Microsoft Word

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

Microsoft Word

6 Appx ARevocable Trust with Grantor Acting as Sole Trustee (Sample)

Microsoft Word

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

Microsoft Word

6 Appx CHIPAA 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 AppxUniform Table of Distribution

Microsoft Word

9 AppxIrrevocable Unfunded Life Insurance Trust (Sample)

Microsoft Word

10 Appx ARetainer Letter (For Matrimonial Cases only including Statement of Client's Rights and Responsibilities (Sample)

Microsoft Word

10 Appx BPrenuptial Agreement (Both Parties Financially Independent, including Alternative and Additional Clauses) (Sample)

Microsoft Word

10 Appx CDivorce Agreement (Sample)

Microsoft Word

10 Appx DSeparation Agreement, including Memorandum of Separation Agreement (Merged)

Microsoft Word

10 Appx ECohabitation 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-4Durable 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-1Health Care Proxy

Microsoft Word

11 Appx B-2Living Will

Microsoft Word

11 Appx B-3Living Will and Health Care Proxy

Microsoft Word

# 11 Appx C2011 Medicaid Regional Rages for Calculating Nursing Home Ineligibility following Asset Transfers

Microsoft Word

# 13 Appx ADisclosure Concerning Attorney/Executor (Acknowledgement of Disclosure)

Microsoft Word

# 13 Appx BDisclosure Concerning Attorney/Executor-Trustee (Acknowledgement of Disclosure)

Microsoft Word

# 13 Appx CEstate Planning Engagement Letter Involving Dual Representation.

Microsoft Word

# 13 Appx DEstate Administration Engagement Letter Involving dual Representation (Sample)

Microsoft Word